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Version: 8.3All Creatio products

Install Creatio plug-in for Microsoft Word

Level: beginner

Before you start creating reports, install the Creatio plug-in for Microsoft Word.

8.3.3 and later

Use the 64-bit Microsoft Word report plug-in.

8.3.2 and earlier

Select the plug-in depending on whether your Microsoft Word application is 32 or 64 bit. You can determine whether your system is 32 or 64 bit using the Microsoft instructions.

For proper installation of the plugin unpack the archive that contains installation files. If the installation is started directly from the archive, the archiver application can cause failures in the work of the installer.

  1. Before installing the Creatio plug-in for Microsoft Word, make sure that your computer runtime environment meets the plug-in software requirements.

    1. Operating system: Windows 7 or higher (32-bit and 64-bit editions are supported):

      note

      The installation wizard will check whether the .NET Framework is installed, which is necessary for the plug-in to work. You can download .NET Framework free from the Microsoft website.

    2. The plug-in supports all Microsoft Word versions currently supported by Microsoft.

  2. Make sure that the Microsoft Word application installed on your computer is closed.

    If you have the "Microsoft Word Report Designer" plug-in installed, uninstall it.

  3. Run the Creatio Microsoft Word Report Designer.exe installer as Administrator. If you try installing the new plug-in and do not uninstall the old plug-in, Creatio will return an error message. In this case, stop the installation, uninstall the old plug-in and run the installer again.

  4. Run Microsoft Word as Administrator after installing the plug-in. You only need to do it once in order to update the application's settings.

As a result, you will be able to start creating reports after the plug-in installation is over. Learn more: Add a new Microsoft Word report in Creatio.

Update the plug-in​

Starting from Creatio 8.3.3, use the 64-bit Microsoft Word report plug-in. If you have an earlier version of the plug-in installed, update it as follows:

  1. Open the list of installed applications on your computer.
  2. Locate the Microsoft Word plug-in and uninstall it.
  3. Install the new version of the plug-in using the steps above.

As a result, the latest version of the Microsoft Word plug-in will be installed and ready to use for creating reports.

See also​

Add a new Microsoft Word report in Creatio

Set up the report in the Microsoft Word plug-in and upload it in Creatio