Troubleshooting


PolicyPro and Microsoft Office



The Standard Word Toolbar is not visible in the Document Window when editing a policy

PolicyPro has been optimized for Microsoft® Word® 2007 and later. As a result, the toolbar in Office 2000-2003 does not appear when editing a policy.

If you are using Word 2000-2003 and the toolbar does not appear in the Document Window when you are editing a policy,

  1. Right-click on the blue space beside the Reviewing toolbar and select Standard from the Toolbar menu.

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There is no Quick Print icon when using PolicyPro with Office 2007 or 2010

The Quick Access Toolbar is contains the items you have selected for Microsoft® Word®.  PolicyPro "reads" this information and displays the same Quick Access toolbar items when editing policies in the Document Window.

To make an item accessible on the Quick Access toolbar within PolicyPro, you must add the item to your Quick Access Toolbar from within Word. 

  1. Close PolicyPro
  2. Start Word®
  3. Click the down arrow on the right side of the Quick Access Toolbar to show commands that can be added or removed
  4. Select Quick Print (if there is no checkmark beside this item)

The Quick Print icon will be on the Quick Access Toolbar the next time you use PolicyPro. For more information about customizing the Toolbars, please see the Customizing the Quick Access Toolbar section in the Help documentation for Microsoft Word®

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Word Toolbar or Ribbon Inactive When Word and PolicyPro are Open

In some PolicyPro installations, the Word Ribbon or Toolbar stops working if an instance of Word is opened and accessed while a policy is open in PolicyPro (e.g., when copying text from a file on your computer into a policy).

If this happens, save the changes to the policy by clicking the keyboard shortcut Ctrl-s and then close and re-open the policy. The Word Toolbar should now be working.

If the PolicyPro editing toolbar freezes when opened concurrently with Word®, please avoid using these two applications at the same time.

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  Last Updated March 2012
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