Installing SmartDoc for MS Word

Download Template

Download the latest copy of the SmartDoc template from your copy of SmartSimple.

1. Select the Help, Downloads menu.

2. Right click on the File icon and choose the Save Target As menu.

Install Template

In order for SmartDoc to automatically load when Word starts, the template must be stored in the Word Startup folder.

You can determine the correct folder by using the following technique:

1. Start Microsoft Word.

2. Choose the Tools, Options menu – File Locations tab.

3. Check which folder is associated with the Startup entry.

4. Paste the SmartDoc template into the folder identified as the Startup folder.

System Requirements

• SmartDoc requires Microsoft Word 2000 or higher.
• Access to the Internet is required, plus a valid SmartSimple username and password.

Macro Security

• The program associated with SmartDoc is stored in the template SmartDoc.dot.
• This template should be stored in the Microsoft Word startup folder.

You will need to ensure that the Macro security is set to "Trust all installed add-ins and templates". This option is set through the Tools Macro Security setting in Microsoft Word.

Setting Security

SmartDoc stores user information in a file: SETTING.INI, in the Microsoft Office/Office/ folder, on the C: Drive. If this folder is protected, then the system will not work.

The user must have write access to this folder in order for SmartDoc to operate.