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Downloading Macro and the Field Listing in Microsoft Word

The PointClickCare Word Macro helps create Word templates by making it easy to add merge fields into your Microsoft Word Document. These steps below are to guide your installation of the PointClickCare Word Macro and Document Manager Field Listing.

Warning

This is an advanced Windows operation.

This may require your IT department to complete these steps.

You need to know the User Name associated with the computer you are working on to complete the Macro setup. 

You can download and print all documents in a packet to a single PDF file.  This gives you a hard copy with the documents assembled together.  If you print packet documents to a single PDF file, you cannot use the electronic signature feature for e-Signature documents. If you want to maintain the use of e-Signature, download the documents individually.

Note

To check your version of MS Word on Office 2010: Go to File > Help. An About Word panel appears on the right of the screen and you can check whether it is 32 bit or 64 bit.

To check your version of MS Word on Office 2013 or 2016: Go to File > Account > About Word. The header appears the installed version of MS Word and you can check whether it is 32 bit or 64 bit.

If you downloaded the Tax Letter or Rate Change Letter Macro, you do not need to download the macro again and save it to your startup folder. Only download the Document Manager field listings.

To Download the Macro

  1. Do one of the following:

    • Single facility: Admin > Document Manager > Resources.

    • Multi-facility: Admin > Management Console > Operations > Document Manager > Resources.

  2. Click Download Macro. Look for the download saved to your Download folder named DocTemplateFields.

  3. Click Download Fields XML. Look for the download saved to your Download folder named docmanager.fields.

To find your Start Up Folder for Windows 8

  1. Select Start Menu.

  2. Select Computer.

  3. Select C: Drive.

  4. In the C Drive's address bar, paste C:\Users\USERNAME\AppData\Roaming\Microsoft\Word\STARTUP.

  5. Where you see USERNAME, replace this in the address bar with your computer user name (the name you use to sign into the computer). After it is replaced, press Enter on your keyboard. 

  6. You found your STARTUP Folder.

To find your Start Up Folder for Windows 10

  1. Click Documents Library.

  2. Select Windows (C:).

  3. In the C Drive's address bar, paste C:\Users\USERNAME\AppData\Roaming\Microsoft\Word\STARTUP.

  4. Where you see USERNAME, replace this in the address bar with your computer user name (the name you use to sign into the computer). After it is replaced, press, Enter on your keyboard.

  5. If STARTUP folder is not found, you need to create a folder.

    1. Right click mouse.

    3. Select Folder.

    4. Enter Startup.

    5. Press Enter on your keyboard.

If you cannot find your start up folder, it might be a hidden folder

To Show Hidden Folders On Windows 8.

  1. In Startup folder, press Alt.

  2. Click Tools then select Folder Options.

  3. Click View.

  4. Select Show Hidden files, folders, and drives.

To Show Hidden Folders On Windows 10.

  1. Click Documents Library.

  2. Select View.

  3. Select Hidden Items.

To drag and drop your downloaded files into the STARTUP Folder

  1. Open the STARTUP Folder.

  2. Open the downloads folder to locate the downloaded Macro (DocTemplateFields) and the downloaded Fields (docmanager.fields.)

  3. Drag and drop the 2 files from the downloads folder into the STARTUP Menu. 

  4. Close all the Microsoft Word Files.

  5. Open Microsoft Word and you see the XDocReport tab.

To get the XML Fields into Microsoft Word

  1. Open Microsoft Word.

  2. Click XDocReport.

  3. Click Settings in design section.

  4. Click XML Fields.

  5. Copy and paste C:\Users\USERNAME\AppData\Roaming\Microsoft\Word\STARTUP.

  6. Replace USERNAME with your computer username.