The Microsoft Word Macro connector is supported by all versions of MS Word from 2016 to 2003, including Word 365 downloads. We also support Word 365 online browser based editing, and you can use Google Docs to edit correspondence if you don't use a downloaded Word version.

How it works

When you enable editing documents in Word on your system, the Microsoft Word connector consists of a digitally signed Word macro that is launched when you open a letter in the system to edit. The macro is launched only for the requested correspondence, and on a Save event will quickly and securely save the correspondence back into the the system where it can be viewed, printed attached to an email or sent for processing through a remote postal API.

How to set up the connector

Set your preferences to Edit letters with the correct version of Word

There are separate Macros for Word 2003 and Word 2007 onwards, so you'll need to choose which you use. Go to Me >> Preferences >> Correspondence preferences then select the right version. If this setting is not present, that means that an administrator has set the value for you - please check with your administrators if unsure.

Ensure your Microsoft Word installation is set to allow the Microsoft Word connector to run

1) Open Word and go to File >> Options.

2) Select Trust center >> Trust center settings.

For more details regarding this process in other versions of Word, see /wiki/spaces/ID/pages/1343807.

3) Select Macro settings and set it to Disable all macros except digitally signed macros.

Internet Explorer security settings

The Microsoft Word connector requires certain security settings in Internet Explorer to be applied. This is the case even if you use Chrome or Firefox to access the system. Your system uses different macros to support common profile setups, as described below.

1) In Internet Explorer please ensure that your system is set to display in the Trusted sites security zone. You may have the ability to make this change yourself, or you may need to ask your IT Helpdesk to alter these settings for you.

Go to Tools >> Internet Explorer >> Security when viewing your system:

Select Trusted sites >> Sites

Add - https://*.icasework.com to the Trusted zone.

2) Check the settings for Enable Protected Mode in the Trusted sites zone. Depending on whether Enable Protected Mode is switched ON or OFF, your iCasework administrator should set the system up to use the options below, in Administration >> Printed correspondence >> MS Word Security Context:

Default: Used when you are running iCasework in the "Trusted sites" security zone, withProtectedMode switched ON

Medium: Used when you are running iCasework in the "Trusted sites" security zone, with Protected Mode switched OFF

Enhanced: Used when you are running iCasework in a security zone with Enhanced Protected Mode enabled

Using the connector

Click on Edit >> Edit letter next to any piece of correspondence:

The letter should open in Word - you may need to dismiss an initial warning from Word to Enable Macros, depending on the security zone your system is running in:

Edit the letter and click on the Save option to upload to your system. You should see a success notification as below:

2024 signature (download)

Troubleshooting

In general, almost all problems with the iCasework Word Connector macro can be traced back to a small set of preferences that need to be correct for the macro to be able to download and run. To troubleshoot problems with the macro, first you should identify if the macro has not loaded, or if it has loaded but cannot successfully run:

If the Word document will not open at all, check that you have Word installed, that the preference to use Word for editting documents is set in iCasework, that the system is set to run in a security context that will allow downloads to take place, and check that your users are able to access the Temporary internet files folder that their profile has enabled in it's environment variables.
If the iCaseworkmacro.dotm template is NOT associated with your Word document (see Word >> View >> Macros >> View macros), then you should investigate why it couldn't download. Check Word Trust Centre settings, ensure that the system is set to run in a security context that will allow downloads to take place, and check that your users are able to access the Temporary internet files folder that their profile has enabled in it's environment variables.
If the iCaseworkmacro.dotm template is associated with your Word document but shows an error on attempting to save, then you should check the MS Word security context set in your system matches the Protected Mode settings on your profile, as described above, or switch to a different "Macro security context" in your system - (Administration >> Printed correspondence).

Error appears - Sorry you document could not be uploaded...

Check the setting for IE Protected Mode in the security zone in which your system runs matches the setting in Administration >> Printed correspondence >> MS Word Security Context. If not, change the setting accordingly - remember that the MS Word Security Context setting is global, so you should first ensure that your local Windows profile settings match your organisations standard before making changes to your system.
If your OS is 64 Bit check the version of IE installed on the OS is also 64 bit.

File save dialog appears, instead of document saving in iCasework

Check that the icaseworkmacro.dotm template has been associated with your document - if not investigate the settings provided above to ensure they are all correct.
Check that your administrators have not disabled UI Extending via group policy (Microsoft Office 2010/Global Options/Customize: Disable UI extending from documents and templates).

Error appears - This document could not be registered. It will nor be possible to create links from other documents to this document

Check that your system is set to run in the Trusted sites security zone in IE security. If not, please add as described above, close your browser and retry.

Document opens in "reading view" without normal Word functionality showing

Disable read-only mode via Word Options >> General: