This article describes techniques for troubleshooting Word 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.  For more information on using WorkZone, visit: Save a Document - Workzone

Make sure Worldox is running

If Worldox is not launching when selecting File > Save As in Word, 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 Microsoft 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 also 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:

• 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
• Re-open Word and try the save again

Office 2007 Users:

• Click the Window button > Word/Excel Options > Add Ins
• Select the drop-down arrow and select "Disabled Items"
• That will give you the list of items that are disabled
• Select the @WD one from the list and choose Enable
• Close and re-open Office and test the Save As function

Office 2016 & 2019 "On Demand", "Trusted Application" or "Windows Store App" version Users:

• Worldox does not support these configurations.  Make sure Word is installed as a desktop application:

Office 2010, 2013, 2016 & 2019 Users:

• Select File > Options
• Select "Add-Ins" from the left hand menu
• Click on the "Manage:" drop-down arrow and select "Disabled Items", then "Go"
• That will give you the list of items that are disabled
• Select the @WD one from the list and choose Enable
• Close and re-open Office and test the Save As function

Check Word's STARTUP-PATH setting

If your site uses a predefined user profile to configure default settings for new users, there is a possibility that the startup-path (where Word loads it's integration macros from) is pointing at the template user's profile instead of the current user's profile.  Here's how to check this:

1. Open RegEdit
   
   • For Office 2010 users:  Navigate to HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Word\Options
   • For Office 2013 users:  Navigate to HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Word\Options
   • For Office 2016 users:  Navigate to HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Word\Security\Trusted Locations\Location2
2. Check the STARTUP-PATH value (or just "Path" for Office16), and confirm that it points to a sub-folder inside the correct user's Windows profile
3. If the STARTUP-PATH is not set properly, change it
4. If there is no STARTUP-PATH, you'll need to create one.  Here's how:
   

   Under the appropriate path (listed above):  HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Word\Options, create value of type 'Expandable String Value'  (aka REG_EXPAND_SZ).  Name it STARTUP-PATH (for Office versions 2010-2013) or Path (for Office 2016).  Set the value to:  %appdata%\microsoft\word\startup

5. Close Worldox and Word
6. Re-open Worldox
7. Re-open Word, then test the Save As function

Note: If a newer version of Office was installed on the PC and then later downgraded to an older version, the newer Office installation may have installed registry keys. Worldox uses those keys to determine which version of the software to integrate with and it will always pick the newest key available. You may need to remove (or invalidate) the newer version's registry location (typically done at the folder level with the Office version number 15.0 or 16.0) so that Worldox redirects to the proper registry location.

Check integration template Mirror Down