Configure Microsoft Office

Additional legacy features are available to Upland Qvidian, Microsoft Windows users who download and install the Qvidian Add-Ins for Microsoft Office. The Upland Qvidian add-ins communicate with and control Microsoft Office using macros. If you want to download and install the add-ins, you must configure Microsoft Word, PowerPoint, and Excel to allow these macros for Upland Qvidian to interact properly with them. If you are not using add-ins, you do not need to configure Microsoft Office as instructed below.

Macro Security Levels and Protected View settings

To allow Upland Qvidian to run macros within Office, you must set your Macro Security Levels. This enables Upland Qvidian to run macros within Office while still protecting your computer. In addition, Protected View settings should be disabled to avoid issues between Upland Qvidian and Office interactions. You must update the both settings in Word, PowerPoint, and Excel.

  1. In Word, PowerPoint, or Excel , click the File tab and then select Options.

  2. Select Trust Center from the left side menu.
  3. Click Trust Center Settings.
  4. Select Macros Settings from the left side menu.

  5. Select the Disable all macros except digitally signed macros radio button.

    Example of Protect View tab of Trust Center in Microsoft Word 2013.
    Example of the Macro Settings tab of the Trust Center in Microsoft Word. Click to enlarge.

  6. Click OK.
  1. Select Protected View from the left side menu.

  2. Clear the Enable Protected View for files originating from the Internet and Enable Protected View for files located in potentially unsafe locations check boxes.

    Example of Protect View tab of Trust Center in Microsoft Word 2013.
    Example of the Protect View tab of the Trust Center in Microsoft Word. Click to enlarge.

  3. Click OK, and then click OK again.
  4. Repeat the tasks above for each application until all three have been configured.

Microsoft Office Macro Security and Trusted Publishers settings

The first time a you open a file that uses the add-ins in each Office product, you will receive a warning in the Office application that prompts you to allow, disallow, or always trust the macros in the add-in. You must allow these macros in order to use add-in functionality, such as the Qvidian toolbar. We recommend that you select the option to always trust macros from Qvidian so that you will not be prompted each time an add-in is opened. You will need to do the following for Word, PowerPoint and Excel.

When prompted by the Office alert, follow the tasks below.

  1. On the Message Bar, click the Enable Editing button.
  2. Click Enable Editing, and then click OK.