How to Troubleshoot Word Document Assembly Errors

Last reviewed: 10/25/2011
Article ID: R10650

The information in this article applies to:

• PracticeMaster Premier Versions 16, 15, 14, & 12
• Microsoft Word

SUMMARY

This article contains information on how to troubleshoot errors encountered when creating or assembling Word Document Assembly templates.

Specific Areas to Troubleshoot

This article includes troubleshooting information for the following problems:

Documents Cannot Be Assembled
Templates Cannot Be Created or Modified
Error Messages
Word Macro Security Messages
Logic Errors

Documents Cannot Be Assembled

First determine if only a particular workstation or if all workstations are unable to assemble the document.

A particular workstation is unable to assemble the document

• Close Word and PracticeMaster on the workstation in question.  Restart PracticeMaster then try to assemble the document again.
• Restart the workstation and try to assemble the document again.
• If assembly locks up or you experience random errors, check available memory on the computer. You may need to close other open programs to increase available resources or you may have to make more hard drive space available.

All workstations are unable to assemble the document

• Open the document template in Word and select Test Assembly from the PracticeMaster toolbar. This will test for logic errors in the template.
• Try to assemble a different document.  If you can successfully assemble a different document, you will need to troubleshoot the problem document's template. Open the template in Word and review the template for incomplete or incorrect coded fields. Make sure that each coded field contains a beginning and ending chevron. Also verify there are no coded fields contained within another coded field. For easier viewing of the coded fields, hidden text should be shown for the template.
  • In Word 2010, the Hidden Text option can be selected through File | Options | Display.
  • In Word 2007, this option can be selected through Microsoft Office Button | Word Options | Display.
  • In Word 2003, this option can be selected through Tools | Options | View in the Formatting marks section.
• Are you assembling a sample document in the Tutor directory?  If so, the Word coded documents are named Sample.dot for all AOPs except Workers' Compensation.  The Word coded documents for Workers' Compensation are in a Worddocs folder under the Docs folder (i.e., \WC\Docs\Worddocs).

Templates Cannot Be Created or Modified

• If the PracticeMaster Toolbar is not present, verify that the CMTEMPLT.DOTM file is in the required Word User Templates directory (CMTEMPLT.DOT if you are running Word 2003 or PracticeMaster Version 15 or prior). This file can be copied from the PracticeMaster program directory if needed.

• If the PracticeMaster Toolbar is not present while editing templates created prior to Version 16, you must create a new template file using the steps outlined in KB Article R11015, "How To Start a New Word Document Template." Copying an existing template file to create the new one will not work. The new template file will display the PracticeMaster Toolbar. Then, open the old template file, select and copy all text (press Ctrl+A, and then press Ctrl+C), and paste the copied information (press Ctrl+V) into the new template file. Save the new template for future use.

• If the PracticeMaster Toolbar does not respond:

• Verify a template was opened and not a document. Until saved, the title bar of the document window will indicate Template or Document.

• In Word, determine the Startup and User Templates directories, then close Word.
  Now locate the directory listed for your Startup directory through Windows Explorer or My Computer. Verify that the STIMAIN.DOT file is located in this directory. This directory should not contain a CMTEMPLT.DOTM/DOT file. Next locate the directory listed for your User Templates. Verify that it contains the CMTEMPLT.DOTM file (CMTEMPLT.DOT if you are running Word 2003 or PracticeMaster Version 15 or prior). This directory should not contain a STIMAIN.DOT file. If the necessary files are missing, they can be copied from the PM program directory. Open Word and try to use the PracticeMaster toolbar in a template again.

• Check available memory on the computer.  You may need to close other open programs to increase available resources or you may have to make more hard drive space available.

• The Word Data Key in the Windows registry could be corrupt.  In order for this registry key to be recreated, Word can be uninstalled then reinstalled or the registry can be edited.  We do not support editing the registry; please refer to the following Microsoft KB article for information: 

• Microsoft KB Article 291484 - Your toolbars are missing, your menu bar is missing, or your personalized settings are not retained when you start Word 2003.

Error Messages

• "ActiveX component can't create object"
  This message can occur when assembling a document using any version of PracticeMaster under certain circumstances.
  • To allow document assembly, confirm that the workstation user has full rights to the Tabs3 local installation directory.
  • If the user does have full rights, confirm that the Macro Security and Active X control in Microsoft Word are not set too high.
    • You can do this in Office 2010 by selecting File | Options | Trust Center | Trust Center Settings to view or change Macro Settings and ActiveX Settings.
    • You can do this in Office 2007 by clicking the Microsoft Office button and selecting Word Options. Select the Trust Center category, and then click the Trust Center Settings button to view or change Macro Settings and ActiveX Settings.
    • You can do this in Office 2003 by selecting Tools | Macro | Security and viewing the Security Level tab.
  • If changing the above settings does not resolve the message, uninstall the Assembly Toolbar Plug-in, and then reinstall it.
    • You can do this in PracticeMaster by going to Maintenance | Integration | Toolbar Plug-ins, and from the Word tab click the Uninstall Assembly Plug-in button. (Note: Word must be restarted after uninstalling/reinstalling the Assembly Toolbar Plug-in.)

  Vista and Windows 7 Note: When using Version 14.3 and prior, you cannot create templates or assemble documents with User Account Control enabled. Instead, you must be logged into the workstation as an Administrator User with UAC disabled. This means that if you are using Version 14.3 and prior with Windows Vista or Windows 7, you need to disable User Account Control in order to assemble documents or upgrade to Version 15 or greater (preferred method). If the problem still occurs after disabling User Account Control, follow the above procedures. Version 15 and greater are written to no longer require disabling User Account Control in order to assemble documents. For more information on issues related to running Tabs3 and PracticeMaster software on Vista, see KB Article R11150 - "How Windows 7 and Vista Affect Tabs3 and PracticeMaster Software (Version 14.3 and Prior)".
   

• "All PracticeMaster windows must be closed when designing or testing MS Word templates"
  If you are using PracticeMaster Version 12.1 and later and receive this message when creating templates, the STIMAIN.DOT file being used needs to be updated to the one installed with that version. Prior versions of this file will result in this error.

• Word Document Assembly option not available in the Quick Clicks pane
  This situation occurs when the client record for which you want to assemble a Word document is accessed via the drill-down functionality of a report, or multiple client records are selected in the List tab of the Client file. To resolve this situation, open the Client file via the File | Open menu option or Task Folders and locate the client on the List tab. Be sure to only select one client record, and then select the Word Document Assembly option in the Take Action group of the Quick Clicks pane. Alternatively, you can initiate the document assembly from the Matter Manager.
   
• "This action is not allowed when other PracticeMaster tasks are active. Please close any open PracticeMaster windows."
  This message replaces the above message in PracticeMaster Version 16 and later. If received when creating templates, replace the STIMAIN.DOT file with the one installed to the current working directory. Additionally, when running PracticeMaster Version 16 this message can be displayed when creating or modifying templates in Microsoft Word using the PracticeMaster Assembly Toolbar. To create or modify a template, all other PracticeMaster tasks must be closed.

• "Ambiguous name detected: tmp.dde"
  Rename the NORMAL.DOT file located in the Word User Templates directory, and restart Microsoft Word. The NORMAL.DOT file will be recreated when Word restarts.

• "Automation error.  Invalid callee."
  This message usually occurs if other error messages were first encountered.  Close PracticeMaster and Microsoft Word and then try again.  If you continue to receive this message, you may need to reboot the workstation.

• "Automation error"
  If you receive this error during Document Assembly, make sure you have the most current version of the software. If you update the software, reinstall the Word Document Assembly toolbar. If reinstalling the toolbar does not eliminate this error, please report it to our Technical Support department at 402-419-2210.

• "Copy of STIMAIN.DOT file failed with code: -2147024864. Message: The process cannot access the file because it is being used by another process." 
  Occurs if the STIMAIN.DOT file cannot be copied from the program directory to the specified Word Startup directory. In order to use PracticeMaster Word Document Assembly, close Word and then either 1) reinstall PracticeMaster; or 2) if running PracticeMaster on a network, run the SETUP.EXE program. Be careful to specify the correct locations for the Word Startup and User Template directories when prompted. Alternatively, you can manually copy STIMAIN.DOT from the program directory and paste it into the Word Startup directory.

• "Could not open macro storage"
  If you cannot assemble any document or you receive the above message, the NORMAL.DOT file could be corrupted.  This file stores several settings including custom styles, custom toolbars, macros and AutoText entries.  A quick way to determine if the file is corrupt is to rename the file and then try to assemble the document again.  The NORMAL.DOT file is located in the Word User Templates directory along with your CMTEMPLT.DOTM file (CMTEMPLT.DOT if you are running Word 2003
  or PracticeMaster Version 15 or prior). If after renaming the file you are not able to assemble the document, rename the original file back to NORMAL.DOT so the settings are not lost.

• "License information for this component not found.  You do not have an appropriate license to use this functionality in this design environment."
  
  Version 14.3 and earlier:  This message occurs when clicking on the Word Document Assembly toolbar buttons in Word when creating a template while logged into a computer running Vista with User Account Control enabled.  In Version 14.3 and earlier, you cannot create templates or assemble documents with User Account Control enabled.  For more information on User Account Control, please refer to Microsoft's User Account Control Overview article and consult your network administrator.  For more information on issues related to running Tabs3 and PracticeMaster software on Vista, see KB Article R11150 - "How Windows 7 and Vista Affect Tabs3 and PracticeMaster Software (Version 14.3 and Prior)".
  
  Version 15 and later:  This message occurs when clicking on the Word Document Assembly toolbar buttons in Word when creating a template while logged into a computer running Windows Vista or Windows XP as a user without rights to edit the registry. You can resolve this error by having a user with Windows administrator rights uninstall and re-install the Microsoft Word Assembly Toolbar within PracticeMaster (Maintenance | Integration | Toolbar Plug-ins).
  
  This message can also occur when Microsoft Word is run using a different elevation level than PracticeMaster. If PracticeMaster is selected to Run as Administrator, but Microsoft Word is run with standard user rights, then this message will be displayed. If PracticeMaster is selected to Run as Administrator, then Microsoft Word must also be Run as Administrator. If PracticeMaster is run without elevation, then Microsoft Word must also be run without elevation. This is because in a Windows environment, a program with elevated access cannot communicate with a program that is limited to standard user access rights in order to preserve the security of the elevated program.
  
  Registry Settings:  If you still receive the error after trying the above solutions, you can check your registry for the registry keys documented in the Word Document Assembly section of KB Article R10710 - Registry Settings and Tabs3 and PracticeMaster Software. If these keys are not present and the above solutions did not work, the user installing the toolbar has insufficient rights to install the toolbar.

• Microsoft Visual Basic error window without any text
  Occurs when you click on the toolbar buttons when creating or modifying a template.

  • In Word 2010, when creating a new template, after selecting File | New, it is possible CMTEMPLT.DOTM (CMTEMPLT.DOT if you are running PracticeMaster Version 15 or prior) was selected instead of My Templates. This opens a "document" instead of a "template". Recreate the template by choosing File | New | My Templates, and then select the CMTEMPLT file and the Template option.
  • In Word 2007, when creating a new template, after selecting Microsoft Office Button | New, it is possible CMTEMPLT.DOTM (CMTEMPLT.DOT if you are running PracticeMaster Version 15 or prior) was selected instead of My Templates. This opens a "document" instead of a "template". Recreate the template by choosing Microsoft Office Button | New | My Templates, and then select the CMTEMPLT file and the Template option.  If the template was created as a template and not a document and this issue persists, please refer to KB article R11155 - PracticeMaster Word Document Assembly and Word 2007 Security Information.
  • In Word 2003, when creating a new template, after selecting File | New, CMTEMPLT.DOT was selected instead of On my computer. This opens a "document" instead of a "template". Recreate the template by choosing File | New | On my computer, and then select the CMTEMPLT file and the Template option.

  Detailed information on creating a Word document template is available in KB Article R11015, "How To Start a New Word Document Template."

  If you continue to click on the toolbar buttons after receiving this message, you may receive one of the following messages:
  

  • "System Error &H80010105 (-2147417851).  The server threw an exception."
  • "System Error &H800703E6 (-2147023898).  Invalid access to memory location."

After receiving any of the above messages, close PracticeMaster and Word before continuing to avoid additional unexpected results.  Rebooting may be necessary.

• Assembled Document takes several minutes to open
  Occurs when an assembled document is accessed outside of the network on which it was created.
  
  A link that includes the location of the original coded template is maintained in a reference field of the assembled document. Therefore, when the document is sent to a computer outside of the network, the user opening the document must wait for the search to time out before the document will open. To view this link in Word 2010/2007, from the Developer ribbon select Document Template (in Word 2003, open Tools | Templates and Add-ins). The location is listed in the Document Template field.
  
  To resolve this situation, update to the current version of PracticeMaster (version 15.3.2.189 or later). Documents assembled using Version 15.3.2.189 or later automatically link to Normal.dot, rather than the coded template.
  

• "Run-time error 5:  Invalid procedure call or argument"
  This could occur during assembly after selecting the client and document. Uninstall the Assembly Toolbar Plug-in, and then reinstall it.

  • You can do this in PracticeMaster by going to Maintenance | Integration | Toolbar Plug-ins, and from the Word tab click the Uninstall Assembly Plug-in button. (Note: Word must be restarted after uninstalling/reinstalling the Assembly Toolbar Plug-in.)

• "Server threw an exception."
  This occurs during assembly or creating templates and is a recognized conflict between Word and Norton Antivirus Software. When the "Enable Office Plug-in" option in Norton Antivirus software is selected, it can cause Word to return the message. It can also cause other unexpected errors. In order to successfully perform document assembly, you must disable this option. For information on disabling this option, refer to Symantec KB Article 199909161260606 - Turning on and turning off the Norton Antivirus plug-in for Microsoft Office.


This can also occur if virus scanning software is configured to scan the PracticeMaster directory. We recommend excluding the PracticeMaster directory from continuous virus scanning. For more information on how antivirus software can affect Tabs3 and PracticeMaster software, see KB Article R10760 - Antivirus Software Information.

• "System activity has been reset. You will have to exit the program."
  If you receive this message in PracticeMaster after receiving an error while creating a template or assembling a document, click the OK button and open PracticeMaster again. Updating to Version 15.2.3.394 or higher will resolve the issue.

• "The macro cannot be found or has been disabled because of your Macro security settings."
  Uninstall the Assembly Toolbar Plug-in, and then reinstall it.
   
  • You can do this in PracticeMaster by going to Maintenance | Integration | Toolbar Plug-ins, and from the Word tab click the Uninstall Assembly Plug-in button. (Note: Word must be restarted after uninstalling/reinstalling the Assembly Toolbar Plug-in.

• "The following cannot be saved in a macro-free document:  VBA Project
  To save a file with these features, click No to return to the Save As dialog, and then choose a macro-enabled file type in the File Type drop-down.  Continue saving as a macro-free document?"
  This message occurs when using Word 2007 and saving a Word Document Assembly template as a *.DOTX file, instead of a *.DOTM file.  If you click Yes, the template will be saved as a *.DOTX file, which will assemble without a problem.  If you click No, you can resave as a *.DOTM file; you will not receive the message, and the template will assemble without a problem.
   
• "Type Mismatch"
  Occurs during assembly.  Check to see if you are attempting to use a document coded for HotDocs.  You can check this by using the following procedure. In PracticeMaster, open HotDocs Document Assembly and try to assemble this document. If it successfully assembles through HotDocs, this template was not created for Word Document Assembly.
   
• "Object has been deleted"
  This error can occur during HotDocs or Word Document Assembly, or when editing a Word Document Assembly template. There are several known causes as follows:

Occurs during assembly.  Check to see if you are attempting to use a document coded for HotDocs.  You can check this by using the following procedure. In PracticeMaster, open HotDocs Document Assembly and try to assemble this document. If it successfully assembles through HotDocs, this template was not created for Word Document Assembly.

Occurs in Word 2010/2007 while modifying a template or creating a new template. This error can occur if the template is opened or created incorrectly in Word 2010/2007. To modify a template, first open Word, and then open the template by selecting File | New. Double-clicking a template will open it as a document, not a template.

• When creating a new template in Word 2010, after selecting File | New, it is possible CMTEMPLT.DOTM was selected instead of My Templates (CMTEMPLT.DOT if you are running PracticeMaster Version 15 or prior). This opens a "document" instead of a "template". Recreate the template by choosing File | New | My Templates, and then select the CMTEMPLT file and the Template option.

• When creating a new template in Word 2007, after selecting Microsoft Office Button | New, it is possible CMTEMPLT.DOTM was selected instead of My Templates (CMTEMPLT.DOT if you are running PracticeMaster Version 15 or prior). This opens a "document" instead of a "template". Recreate the template by choosing Microsoft Office Button | New | My Templates, and then select the CMTEMPLT file and the Template option.  If the template was created as a template and not a document and this issue persists, please refer to KB article R11155 - PracticeMaster Word Document Assembly and Word 2007 Security Information.

KB Article R11015, "How To Start a New Word Document Template" includes screenshots and instructions to create a Word Document Assembly template in Word.

Occurs during assembly. This error can occur in all versions of Word when a *.DOTX file is selected for Word Document Assembly. *.DOTX files do not support macros, which are required for assembly. In order to assemble the template, recreate the *.DOTX file as a *.DOT or *.DOTM file (based on the version of Word in which it will be used). To do this, open the *.DOTX file in Word 2010/2007 and copy the contents to the Windows clipboard. Then, create a new template using CMTEMPLT.DOTM for Word 2010/2007 and paste the contents into the new template (or CMTEMPLT.DOT if computers will be using Word 2003). Save the new template as a *.DOT/*.DOTM file, depending on the version of Word being used.

Occurs in Word 2003 during assembly. This error can occur if a *.DOTM template is created in Word 2010/2007, and a computer with Word 2003 installed attempts to assemble a document based on the template. This error occurs because Word 2003 does not support *.DOTM files. In order to assemble the template, recreate the *.DOTM file as a *.DOT file. To do this, open the *.DOTM file in Word 2010/2007 and copy the contents to the Windows clipboard. Then, create a new template using CMTEMPLT.DOT (not CMTEMPLT.DOTM) and paste the contents into the new template. Save the new template as a *.DOT file, which is compatible with Word 2003.

• "Unable to run the specified macro"  
  Occurs during assembly after selecting the client and document. Uninstall the Assembly Toolbar Plug-in, and then reinstall it.
   
  • You can do this in PracticeMaster by going to Maintenance | Integration | Toolbar Plug-ins, and from the Word tab click the Uninstall Assembly Plug-in button. (Note: Word must be restarted after uninstalling/reinstalling the Assembly Toolbar Plug-in.)

• "Visual Basic Error 76 Path Not Found"; or "STI Program Directory Registry Entry Not Found"  
  Occurs if you install PracticeMaster (or move a PracticeMaster installation) and then start Word prior to opening PracticeMaster for the first time. You will get one of these messages when closing out of Word.  When PracticeMaster is first started, the program directory path is written to the registry.  Without this path, Word is expecting to find the location of PracticeMaster and is unable to.
   
  • If Word Document Assembly will be performed at this workstation:  Close Word, start PracticeMaster and exit.  The next time Word is opened and then subsequently closed, you will no longer receive the messages.
  • If Word Document Assembly will not be performed at this workstation:  Remove the STIMAIN.DOT file from the Word Startup directory.
     
• Word cannot give a document the same name as an open document. Type a different name for the document you want to save. (<path>)
  This message can occur in Word 2010/2007 when saving edits to an existing template as a *.DOTM file in Microsoft Word. If you open a template file for editing by right-clicking the file and selecting Open or Open With, Word will not allow you to save the template with the same file name. Instead, when editing *.DOTM templates, open the template by first opening Word, and then using the File | Open menu options.
   
• "Unable to install STIMAIN.DOT. Microsoft Word may be in use. Please close Word and try again."
  "Error 32 occurred while attempting to copy STIMAIN.DOT." 
  "Error 1224 occurred while attempting to copy STIMAIN.DOT." 
  Occurs if you select to install the Word Toolbar Plug-In in PracticeMaster while Microsoft Word is in use, causing the required files to be in use. Microsoft Word must be closed in order to install the Word Toolbar Plug-In. Close Microsoft Word and attempt to install the Plug-in again..
   
• "PracticeMaster Word toolbar has been uninstalled. You must restart Microsoft Word for the changes to take effect."
  "Error 32 occurred while attempting to remove STIMAIN.DOT."
  Occurs if you select to uninstall the Word Toolbar Plug-In in PracticeMaster while Microsoft Word is in use, causing the required files to be in use. In Version 15, the toolbar will be successfully uninstalled the next time Microsoft Word is restarted. In Version 14 and prior, Microsoft Word must be closed in order to uninstall the Word Toolbar Plug-In. Close Microsoft Word and attempt to uninstall the Plug-in again.

Word Macro Security Messages

The following is a list of messages associated with the Word macro security settings that can be received.  If you are using Word 2007, please refer to KB article R11155 - PracticeMaster Word Document Assembly and Word 2007 Security Information.

• "This file contains macros with an expired or revoked signature. Since you are running under High Security Level, these macros will be disabled."
  Occurs during document assembly and when opening Word. The macro security level is set to High. Refer to the Resolution section.

• "The macros in this project are disabled.  Please refer to the online help or documentation of the host application to determine how to enable macros."
  Occurs when closing Word or during document assembly. The macro security level is set to High or Very High. Refer to the Resolution section.

• "The macro cannot be found or has been disabled because of your Macro Security Settings."
  Occurs when creating a template and clicking on any of the PracticeMaster Toolbar buttons. The macro security level is set to High or Very High. Refer to the Resolution section.

• "Macros may contain viruses.  It is always safe to disable macros, but if the macros are legitimate, you might lose some functionality. Enable or Disable?"
  Occurs during document assembly and when opening Word. The macro security level is set to Medium. If you elect to disable macros, document assembly is not possible. Refer to the Resolution section.

• "'.dot file path' contains macros by Software Technology Inc. A certificate (signing or issuer) has expired. Macros may contain viruses. It is always safe to disable macros, but if the macros are legitimate, you might lose some functionality. Enable or Disable?"
  Occurs during assembly and when opening Word. The macro security level is set to Medium. If you elect to disable macros, document assembly is not possible. Refer to the Resolution section.

Caution: Be aware that macros may contain viruses, therefore, you may want to check with your network administrator before changing the macro security setting.

The following information applies to any of the above Word macro security messages. Check the date of the STIMAIN.DOT file in the Word Startup directory.

• If the date of the STIMAIN.DOT file is prior to 01-15-2004, contact Software Technology Inc. at 402-419-2210 for information on obtaining updated files. In the meantime as a work-around, you can change the security setting to Medium or Low. If the security setting is Medium, you will be prompted to manually enable the macro every time Word attempts to access it. If the security setting is Low, Word will automatically allow all macros and will not display any messages.

• If the date of the STIMAIN.DOT file in the Word Startup directory is later than 01-15-2004:

  • In Word 2010, select File | Options | Trust Center | Trust Center Settings | Macro Settings.
  • In Word 2007, select Microsoft Office Button | Word Options | Trust Center | Trust Center Settings | Macro Settings.
  • In Word 2003, select Tools | Macro | Security.
  1. In the Macro Settings section (in Word 2003, on the Security Level tab), select the Disable all macros except digitally signed macros option (in Word 2003, Medium) if it was not already selected. In Word 2003, on the Trusted Publishers tab, select the Trust all installed add-ins and templates check box. Close Word after clicking OK and restart Word.
  2. In Word 2010/2007, the message, "Security Warning - Macros have been disabled" will be displayed. Click Options; the Software Technology, Inc. signature will be displayed. Select Trust all documents from this publisher and click OK. Software Technology, Inc, has now been added to the Trusted Publishers list in the Trust Center Settings window.
     • In Word 2003, if the message, "'.dot file path' contains macros by Software Technology Inc. A certificate (signing or issuer) has expired. Macros may contain viruses. It is always safe to disable macros, but if the macros are legitimate, you might lose some functionality. Enable or Disable?" is encountered, make note of the path and file name referenced at the beginning of the message. Close Word and either delete the file or move it to a location that won't be searched by Word. Any *.dot files that return the previous message are not stored in the current Word Startup directory, but are located in other directories that Word is searching. Removing the *.dot files specified in the message from these directories will prevent Word from displaying a macro security message.

  3. Restart Word. If no message is encountered, continue to the next step. If another message is received, repeat the procedure outlined in Step 2 and then restart Word again.

  4. If no messages are encountered when restarting Word and:

     • the date of the STIMAIN.DOT file is between 01-15-2004 and 12-22-2004, you can leave the Trust all installed add-ins and templates check box selected if you are comfortable trusting all of the publishers listed on the Trusted Publishers tab of Word Macro Security. If you would rather not have this selected, contact Software Technology Inc. at 402-419-2210 for updated files with a certificate that will not expire. If in Step 3 using Word 2003 the security setting was changed to Medium from another setting, it can now be changed back to the original security setting.  In Word 2003, if you do not want to enable the option Trust all installed add-ins and templates, deselect the check box on the Trusted Publishers tab.

     • the date of the STIMAIN.DOT file is later than 12-22-2004, open the Word Macro Settings window again. If in Step 1 using Word 2003 the security setting was changed to Medium from another setting, it can now be changed back on the Security Level tab. On the Trusted Publishers tab, clear the Trust all installed add-ins and templates check box if it was cleared prior to Step 1.

More Information

The Word Document Assembly feature in PracticeMaster is based on macros. Therefore, you must be able to execute macros in order to assemble documents. To view the macro security settings:

• In Word 2010, select File | Options | Trust Center | Trust Center Settings | Macro Settings.
• In Word 2007, select Microsoft Office Button | Word Options | Trust Center | Trust Center Settings | Macro Settings.
• In Word 2003, select Tools | Macro | Security.

In Word 2010/2007, you will then have the option of selecting Disable all macros without notification, Disable all macros with notification, Disable all macros except digitally signed macros, or Enable all macros (not recommended; potentially dangerous code can run). In Word 2003, you have the option of selecting Very High, High, Medium, or Low.

A digital certificate was added to PracticeMaster Version 11.2 on 01-15-2004, to the CMMAIN.EXE, CMTEMPLT.DOT, and STIMAIN.DOT files to allow Word Document Assembly macros to function with a macro setting of Disable all macros except digitally signed macros in Word 2010/2007, or regardless of the macro security setting in Word 2003.

The digital certificate added to the PracticeMaster files dated between 01-15-2004 to 12-22-2004 expired on 12-21-2004.  An updated certificate was added on 12-23-2004.  This new certificate will not expire. 

For more information regarding the digital certificate, please refer to KB article R10905 - Authenticode Digital Certificate.

Logic Errors

If you are receiving logic errors during assembly but the Test Assembly for the template finishes successfully, check the template to see if tables are used. If tables are being used, make sure that there are no file access codes or logic statements within the table. If there are, try taking them out to determine if the logic errors are eliminated. If that is the case, the template must be coded differently such that file access codes and logic statements are not included in the table. If a table does exist in the template and does not contain file access codes or logic statements, make sure there is a hard carriage return before and after the table.

File Locations

When PracticeMaster is installed, two specific Word template files required for Word Document Assembly are copied to your computer. STIMAIN.DOT is installed into your Microsoft Word Startup directory, and CMTEMPLT.DOTM is installed into your Microsoft Word User Templates directory (CMTEMPLT.DOT if you are running Word 2003 or PracticeMaster Version 15 or prior). Depending on your version of Microsoft Word, use the appropriate procedure to determine the locations of these two directories:

• In Word 2010, select File | Options | Trust Center | Trust Center Settings | Trusted Locations.
• In Word 2007, select Microsoft Office Button | Word Options | Advanced | File Locations.
• In Word 2003, select Tools | Options | File Locations.

Note: The Startup and the User Templates directories are both listed within File Locations.

References

• KB article R10905 - Authenticode Digital Certificate
• KB article R10012 - Using Universal Naming Convention (UNC) Paths
• KB article R10760 - Antivirus Software Information
• KB article R11015 - How To Start a New Word Document Template
• KB article R11150 - How Windows 7 and Vista Affect Tabs3 and PracticeMaster Software (Version 14.3 and Prior)
• KB article R11155 - PracticeMaster Word Document Assembly and Word 2007 Security Information
• PracticeMaster Help Topic - Word Document Assembly | Troubleshooting Errors
• PracticeMaster Help Topic - Word Document Assembly | Hints & Tips
• Microsoft KB Article 233396 - WD:  How to Reduce the Chances of Macro Virus Infection
• Microsoft KB Article 301638 - You receive a "This file contains macros with an expired or revoked signature" error message when you start Word 2002
• Microsoft KB Article 290949 - You receive a macros are disabled message when you run a macro in Word 2003 or Word 2002
• Microsoft KB Article 302632 - "The macros in this project are disabled" error message when you start or quit Word 2002
• Microsoft KB Article 211948 - You do not receive a macro warning when you open a file that contains macros
• Microsoft KB Article 291484 - Your toolbars are missing, your menu bar is missing, or your personalized settings are not retained when you start Word 2003 or 2002
• Symantec KB Article 1999091612160606 - Turning on and turning off the Norton Antivirus plug-in for Microsoft Office

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