InfoCouncil MS Word Add‑In Setup Guide

Overview

The InfoCouncil add‑in integrates with Microsoft Word to automate the creation and management of council documents. Once installed and configured, it will appear as a menu tab on the Word ribbon.

1. Request Access

To begin, request access from:

• Helphub for Secuirty access
• Amanda Morton (InfoCouncil System Administrator) for user account creation.

2. Install InfoCouncil from Company Portal

1. Open Company Portal (Council Software Store).

2. Search for:

   InfoCouncil

3. Click Install.

If the application is not visible:

• Select Show All
• If still missing, contact Helpdesk to enable access.

Screenshot:

3. Configure MS Word Settings

InfoCouncil uses macros to automate tasks. Word must be configured to allow these components to run.

3.1 Add‑In Settings

1. Open Word
2. Go to: File → Options → Add-ins
3. Ensure Infocouncil.ExpressAddin is listed under:
   • Active Application Add-ins

If shown under Disabled Add-ins:

• Select Manage → Disabled Items → Go
• Enable the InfoCouncil add‑in
• Restart Word

Screenshot:

3.2 Trust Center Settings

Navigate to:

File → Options → Trust Center → Trust Center Settings

Trusted Locations

Ensure:

• ✔ Allow Trusted Locations on my network

• ✔ Add the following network path:

  \\KCFS2\Infocouncil\InfocouncilProd\     

• ✔ Subfolders are trusted

Macro Settings

• For first-time install → Enable all macros
• After first document created → Disable all macros with notification

ActiveX Settings

• Enable if macros do not run during testing.

Screenshot:

4. Creating Documents in InfoCouncil

Once installed and configured:

• Open MS Word
• Select the Infocouncil tab from the ribbon
• Start a new Infocouncil document

Troubleshooting

If the InfoCouncil ribbon does not appear:

Try the following:

• Reconfigure Add‑ins and Trust Center settings
• Restart MS Word
• Reinstall InfoCouncil via Company Portal

If still not working:

Contact Helpdesk to investigate:

• User profile issues
• PC configuration
• Permission errors

Quick Tips

• Restart Word after installing or enabling the add‑in
• Ensure network paths (trusted locations) are accessible
• Switch macro settings after first successful InfoCouncil document
• If in doubt, reinstall and reapply settings