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Frequently Asked Questions

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When you download the update you will be prompted to "Run" or "Save" the install package. "Save" lets you specify where the setup file goes just in case you need to reinstall it, or need to install PolicyPro on another computer. You will then need to manually start the install. "Run" starts the the installation process once the setup file is downloaded to your temporary internet folder. When you empty the folder the installation package is deleted.



No. Each PolicyPro release is complete and up-to-date.



No, you will not lose any of your work. PolicyPro releases only update the Model policies, attachments and software. Any changes you have made to a Draft, Official or Archive policy you have created will not be affected.



Yes. PolicyPro is compatible with Office versions 2003 through 2010.





Top Solutions

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Ensure that software has been installed to the user’s local drive and that the user has full read/write/execute priviliges to both the install folder and the data folder. First Reference software is profile-based and must be installed and activated under the profile of the user. If the user does not have install privileges, privileges must be granted for the period of the install and can be removed after.



The Error Reading Setup Initialization File error message typically indicates a problem with the downloaded installation package. Re-download the latest version of PolicyPro from the Download page and try the install again.



The Application Failed to Initialize Properly error message typically indicates a problem with the downloaded installation package. Re-download the latest version of PolicyPro from the Download page and try the install again.



There is a problem with Microsoft Installer entries for the last installed release of this product, and the software must be manually removed before the update can be installed.

  1. Click Start > Run (XP) or click Start (Vista and Windows 7)
  2. Type appwiz.cpl in the Run (XP) or Search (Vista and Windows 7) box and press Enter.
  3. Select the version of PolicyPro from the list of programs and click Remove (XP) or Uninstall (Vista and Windows 7)

If this is unsuccessful, please see Method 2 - Uninstall PolicyPro Using Program Maintenance in the Help topic Manually Uninstall PolicyPro for more information.



There is a problem with Microsoft Installer entries for the last installed release of this product, and the software must be manually removed before the update can be installed.

  1. Click Start > Run (XP) or click Start (Vista and Windows 7)
  2. Type appwiz.cpl in the Run (XP) or Search (Vista and Windows 7) box and press Enter.
  3. Select the version of PolicyPro from the list of programs and click Remove (XP) or Uninstall (Vista and Windows 7)

If this is unsuccessful, please see Method 2 - Uninstall PolicyPro Using Program Maintenance in the Help topic Manually Uninstall PolicyPro for more information.



There is a problem with Microsoft Installer entries for the last installed release of this product, and the software must be manually removed before the update can be installed.

  1. Click Start > Run (XP) or click Start (Vista and Windows 7)
  2. Type appwiz.cpl in the Run (XP) or Search (Vista and Windows 7) box and press Enter.
  3. Select the version of PolicyPro from the list of programs and click Remove (XP) or Uninstall (Vista and Windows 7)

If this is unsuccessful, please see Method 2 - Uninstall PolicyPro Using Program Maintenance in the Help topic Manually Uninstall PolicyPro for more information.



Version 2.0 of the Microsoft .NET Framework must be installed. A link to the Microsoft Download Center can be found here.



When PolicyPro is run with Office 2007 or 2010, the policy documents occasionally open in a separate instance of Word rather than within the PolicyPro shell. To force Office to open policy documents within the PolicyPro shell, three new entries must be made in the Registry.

You can add these entries to your registry from the PolicyPro Help menu:

  1. Click Help
  2. Select Make documents open within PolicyPro and follow the on-screen prompts.



In some PolicyPro installations, the Document Editing 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 Document Editing 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.



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. For information about adding items to the Quick Access Toolbar, see PolicyPro Help.



If new policies are included but don't appear in your manual after installing a PolicyPro update, there may have a been a problem with the Updates database. To rerun the updates:

  1. Open Windows Explorer and browse to the PolicyPro data folder
  2. Delete the updates file for the latest release. This file is named updatesx.mdb (where x is the release number of the updates database, e.g., updates6.mdb)
  3. Reinstall the latest release of PolicyPro. You should get a message that this release is already installed and the Remove, Repair or Modify Program Maintainance screen should appear.
  4. Select Repair. The updates database will be reinstalled on your computer.
  5. Restart PolicyPro. The new policies should now appear.



The Print and Export items are grayed-out in the file menu if PolicyPro is in trial mode.



You cannot print Model policies using the toolbar Quick Print icon; the print icon is grayed-out. To print a Model policy, you must go to File > Print and select the Model policy to be printed from the Print Dialogue box.



The Document Already Open error message appears when you try to print a policy that is open in the Document Window. To resolve this issue, close the document by re-opening the start page. You should now be able to print the policy.



This option is available only when All documents in current manual is selected.



This option is not available when printing the Current Document selected in Explorer. You must select

  • All Policies in Current Chapter Selected in PolicyPro Explorer to print all the policies in a particular Chapter, or
  • All Policies in Current Manual Selected in PolicyPro Explorer to print all the policies in your policy manual



The Microsoft® Word® toolbar (Office 2000-2003) or ribbon (Office 2007-2010) can be toggled on and off from within PolicyPro.

If the Word toolbar or ribbon don't appear in the Document Window when editing a policy,

  • Click View
  • Select Document Editing Toolbars



Either instance of the icon can be deleted.



Manually remove the earlier version of NPPP from the listing.

  1. Click Start > Run (XP) or click Start (Vista and Windows 7)
  2. Type appwiz.cpl in the Run (XP) or Search (Vista and Windows 7) box and press Enter.
  3. Select the version of PolicyPro from the list of programs and click Remove (XP) or Uninstall (Vista and Windows 7)

Note You may need to reinstall the current version of Not-for-Profit PolicyPro after performing this operation.





Required Components

PolicyPro requires the following components in order to operate:

  • Microsoft .NET Framework Version 2.0
  • Microsoft Internet Explorer Version 7 or higher
  • MDAC version 2.8 or higher
  • Microsoft Word (or Office) 2003 or higher
  • A PDF viewer such as Foxit or Adobe Reader

Click here to get the .NET Framework, MDAC or Internet Explorer from the Microsoft download center.



Please Note
  • the electronic version of PolicyPro must be installed on the end-users' computer, and has not been designed for use in a virtual installation or terminal services environment
  • the activation code for the software is profile-specific. Each user requires a valid activation code to access the software