Financial Services Creatio, lending edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Installing Creatio plug-in for MS Word

Select Creatio plugin for MS Word depending on whether your MS Word application is 32 or 64 bit.

Plugin for Creatio, version 7.16.2, and up:

Plugin for Creatio, version 7.16.1, and earlier:

Note

You can determine whether your system is 32 or 64 bit using the Microsoft instructions.

Attention

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

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

Runtime environment requirements

Operating system (32-bit and 64-bit editions are supported):

  • Windows 7 or higher

ATTENTION

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.

The plug-in supports:

  • MS Word 2010

  • MS Word 2013

  • MS Word 2016

  • MS Word 2019

ATTENTION

MS Word 2003 and MS Word 2007 are not supported.

Creatio MS Word plug-in Installation procedure

1.Make sure that the MS Word application installed on your computer is closed.

If you already have the MS Word Report Designer plug-in installed, uninstall it.

2.Run Creatio MS Word Report Designer.exe as Administrator. If you start installing the new plugin before uninstalling the old one, the system will display an error message. In that case cancel the installation, uninstall the old plugin and run the installation wizard again.

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

You can also install all necessary applications separately. To do so:

1.Install the following applications required for running the plug-in:

Primary Interop Assemblies Redistributable (setup file: PIARedist.exe);

WCF Data Services (setup file: WcfDataServices.exe);

Visual Studio Tools for Office Runtime Redistributable (setup file: vstor_redist.exe).

These files are supplied along with Creatio. You can also download them from the Microsoft website.

2.Install the Creatio plug-in for MS Word (setup file: Creatio MS Word Report Designer.msi) supplied along with Creatio.

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

Video tutorials

Reports

Did you find this information useful?

How can we improve it?