Installing the ISO Forms Add-in

After Installing the ISO Forms Add-in

Troubleshooting

Disable the Add-in

Enable the Add-in

Uninstall the Add-in

Reinstall/Update the Add-in


Installing the ISO Forms Add-in

System Requirements:

  • Windows XP or higher
  • Administrator rights are needed on the computer for first-time installations, uninstalls, and reinstalls/updates on a network drive.
  • Microsoft Office Word 2007, 2010, 2013, 2016 or Office365(32-bit or 64-bit version)
  • Internet access
  • Prerequisites (any that are missing from your computer will be downloaded and installed):
    • Windows Installer 3.1 (Size: 3 MB)
    • Microsoft .NET Framework 3.5 SP1 (Size: 230 MB)
    • Microsoft Office Primary Interop Assemblies (Size: 7 MB)
    • Microsoft Visual Studio 2010 Tools for Office Runtime (Size: 6 MB)

Installation:

You may want to print these instructions before starting the download process and save them for future reference.
  1. Close all instances of Microsoft Word.
  2. Click on the following link to start the download process:


    3. Forms_Addin_Setup.7.0.0


    1. To run the install click Run on the File Download screen. If a second window appears, click Run.
    2. To download and save the file click Save, select a folder, click Save, and Close. Then to run the install, navigate to the selected folder and double-click the file Forms_Addin_Setup.X.X.X.exe.
  3. The FORMS Add-in Set-up opens to the Select Installation Folder screen.
    1. The temporary installation folder is C:\ISOAPPS\FORMS_Addin.
    2. You can click Browse… to change the location of the setup files.
  4. Click Next>.
  5. Welcome to the Forms Addin Setup Wizard opens to guide you through the installation. Click Next> .
  6. The Select Installation Folder screen displays the default install folder.(C:\Program Files\ISO\Forms Addin\).
    1. The appropriate folder will be created if it does not exist.
    2. You can click Browse… to change the location of the installed files.

      3. Note: If you specify an alternate location for the installation on your computer or a network drive, make note of this install location and see step 10.

    3. You can click Disk Cost… to view the required install space and the available drive space on your computer. Refer to the System Requirements above.
  7. Click Next>.
  8. The Confirm Installation screen opens. If you are ready to proceed with installation, click Next>.
  9. The Installation Complete screen opens and displays that the Forms Add-in has been successfully installed. Click Close.
    1. If you are an Administrator on the PC, the Forms Add-in is installed for all users. This means you have the option to use this PC as a shared computer.
  10. If you specified an alternate install location in step 6b, you will need to add it as a Trusted Location in Microsoft Word (Word Options/Trust Center/Trust Center Settings…/Trusted Locations) to enable the macros in the Forms Add-in.

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After Installing the ISO Forms Add-in
  1. Verify the following files were installed to a new "textfiles" folder in your install location (default C:\Program Files\ISO\Forms Add-in\textfiles):
    1. Three text files (Copyright.txt, Coverages.txt and LinesOfBusiness.txt)
    2. These files allow you to add custom content to a Forms Add-in document for copyright lines, coverages and lines of business.
    3. If you previously edited any of these files, you can copy them from C:\ISOAPPS\Forms to the new "textfiles" folder.
  2. Open Microsoft Word:
    1. If a message appears that "Publisher has been verified" click OK.
    2. Verify that the ISO Forms tab appears on the Ribbon. (If the Add-in tab is not visible in Microsoft Word go to the Troubleshooting instructions.)
    3. Click on the ISO Forms tab to view the toolbar.
    4. Click on the Info button if you need to verify the date and version number.
You now have the ISO Forms Add-in for Microsoft Word installed and ready to use.

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Troubleshooting

Disable the Add-in

Follow these instructions if you do not want the Add-in tab to be visible on the Microsoft Word Ribbon. You may want to print these instructions.
  1. Open Microsoft Word and click on the Office button or the File tab.
  2. Select the Word Options or Options button at the bottom of the pull-down.
  3. Select Add-Ins on the left navigation bar in the Word Options or Options window.
  4. Look for the Manage pull-down at the bottom of the window.
  5. Select COM Add-ins in the pull-down and click Go…
  6. Look for FORMSAddin in the window. Uncheck the appropriate box and click OK.
  7. Verify that the ISO Forms tab no longer appears in Word.

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Enable the Add-in

Follow these instructions if the Add-in tab is not visible on the Microsoft Word Ribbon. You may want to print these instructions.
  1. Open Microsoft Word and click on the Office button or the File tab.
  2. Select the Word Options or Options button at the bottom of the pull-down.
  3. Select Add-Ins on the left navigation bar in the Word Options or Options window.
  4. Look for the Manage pull-down at the bottom of the window.
  5. Select COM Add-ins in the pull-down and click Go…
  6. Select the checkbox next to FORMSAddin in the window. Click OK and continue to step 10.
    1. If FORMSAddin was not listed, proceed to step 7.
  7. Go back to the Manage pull-down by following steps 1-4.
  8. Select Disabled Items in the Manage pull-down and click Go…
  9. Look for FORMSAddin in the window.
    1. If it's there, select it and click Enable. Click Close.
    2. Go back to the COM Add-ins window by following steps 4-6.
    3. If FORMSAddin was not listed in either the COM Add-ins or Disabled Items windows, follow the instructions above for Installing the Forms Add-in.
  10. Verify that the ISO Forms tab appears in Word.

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Uninstall the Add-in

You may want to print these instructions.
  1. Close all instances of Microsoft Word.
  2. Go to Start/Settings/Control Panel/Add or Remove Programs (Windows 7: Start/ Control Panel/Programs/Uninstall). The window may take a few moments to load.
  3. Find Forms Addin in the currently installed programs list.
  4. Click on it and a Remove button or Uninstall link appears. Click Remove or Uninstall.
  5. Click Yes when asked if you want to remove the Forms Add-in.
  6. The Forms Add-in is no longer in the currently installed programs list. Close the Add or Remove Programs window.
  7. Open Microsoft Word and verify that the ISO Forms tab no longer appears.

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Reinstall/Update the Add-in

Follow these instructions to reinstall or update to the latest version of an Add-in if it is already installed on your computer. You may want to print these instructions.
  1. Repeat steps 1-4 from the Installing the ISO Forms Add-in instructions to install the latest version of the Add-in.
  2. Welcome to the Forms Add-in setup Wizard opens to guide you through the re-installation. You are prompted "Select whether you want to reinstall or remove Forms Add-in".
  3. By default, the option "Reinstall Forms Add-in" is selected. Click on Finish.

    4. Note: Remove Forms Add-in will uninstall the current version of the Forms Add-in.

  4. The Installation Complete screen opens and displays that the Forms Add-in has been successfully installed. Click Close.
    1. If you are an Administrator on the PC, the Forms Add-in is installed for all users. This means you have the option to use this PC as a shared computer.
  5. Open Microsoft Word and verify that the ISO Forms tab still appears.
  6. Click on the ISO Forms tab and click on the Info button to verify the date and version number.

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