HomeGuides :: Worldox GX4 TroubleshootingIntegration with ExcelSave or Save As is Not Popping Worldox

4.1. Save or Save As is Not Popping Worldox

This article describes techniques for troubleshooting Excel integration.  Note that it is possible to save documents into Worldox using Workzone, so if you have an urgent need, do that first, then turn your attention to the troubleshooting.

First - the Interim Workaround

If you are not able to get the Save As dialog to pop Worldox right away, you can still save files to Worldox using the WorkZone icon in the interim (Save a Document - Workzone).

Make sure Worldox is running

If Worldox is not launching when selecting File > Save As in Word or Excel, the first thing is to of course check that Worldox is running on this workstation.  If it is, please fully close it using the "Close Worldox" option in the System Tray icon.  Re-open Worldox, and try your save again.

Make sure your version of Office is supported

  • Worldox does not support integration with any 64 bit version of MS Office (64 bit Windows 7 is fine, but only the 32 bit version of Office). 
  • Worldox does not support 'Click to Run'  or 'Starter Edition' installs of Office 2010 (these are typical 'freebie' installations of Office that ship for free with low end PCs).  For details, see A discussion of 32 vs 64 bit versions of Office
  • Worldox does support 'Click to Run' installs of Office 2013 but only if installed and ready for "offline" mode.
  • Worldox does not support Office 365 plans that DO NOT include Desktop versions, cloud based storage option of  365 (SkyDrive) for Worldox data or the "On Demand" streaming version of MS Office with Worldox

Check if the Worldox integration macros are disabled

Office 2003 Users (Note, GX4 no longer supports Office 2003):

  • Right-click in the Word/Excel toolbar area and select Customize
  • Under the Toolbars tab, select the Worksheet Menu Bar
  • Select Reset > OK, then Close
  • Close Word/Excel
  • Reopen Word/Excel and try the save again
If this doesn't do the trick, please try:
  • Select Help > About > Disabled Items...
  • If there are any @Wdtemplates in the list, simply click on them and select "Enable"
  • Close and re-open Office and test the Save-As function

Office 2007 Users:

  • Click the Window button > Word/Excel Options > Add Ins
  • Click on the drop down arrow and select "Disabled Items", then click Go...
  • Ensure that the @WDEXCLC.XLAM for GX3 or @WD4EXCELC.XLAM for GX4 file is not disabled
  • If it is disabled, select the @WD one from the list and choose Enable
  • Close and re-open Office and test the Save-As function

Office 2010 Users:

  • Select File > Options
  • Select "Add-Ins" from the left hand menu
  • Click on the drop down arrow and select "Disabled Items", then click Go...
  • Ensure that the @WDEXCLD.XLAM for GX3 OR @WD4EXCELD.XLAM for GX4 file is not disabled
  • If it is disabled, select the @WD one from the list and choose Enable
  • Close and re-open Office and test the Save-As function

Office 2013 Users:

  • Select File > Options
  • Select "Add-Ins" from the left hand menu
  • Click on the drop down arrow and select "Disabled Items", then click Go...
  • Ensure that the @WDEXCLE.XLAM for GX3 or @WD4EXCELE@XLAM file is not disabled
  • If it is disabled, select the @WD one from the list and choose Enable
  • Close and re-open Office and test the Save-As function

Office 2016 Users:

  • Select File > Options
  • Select "Add-Ins" from the left hand menu
  • Click on the drop down arrow and select "Disabled Items", then click Go...
  • Ensure that the @WDEXCLE.XLAM for GX3 or @WD4EXCELF@XLAM file is not disabled
  • If it is disabled, select the @WD one from the list and choose Enable
  • Close and re-open Office and test the Save-As function
If this does not correct the issue, please send an email to support@trumpetinc.com for troubleshooting if you are a Trumpet Worldox Client. For nonTrumpet clients you can contact your VAR or Worldox support.  Please be sure to include the following information:
  1. The Operating System running on the workstation(s) in question (e.g. Windows 7)
  2. Which version of Office you are running (e.g. Office 2010)
  3. Whether this is happening for all of your users or just some users
Knowledge Tags
word  /  Excel  /  offce  /  save as  /  hooks  / 

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