Configuring Microsoft Word for Word merge

The Word merge feature depends on special Windows settings for the .doc and .docx file types.

Note: You must have Windows administrative privileges to configure Word for Word merge

When running in one of these configurations, you must perform the following steps, which involve editing the Microsoft Windows registry. Be very careful when editing the registry. Editing mistakes in the registry can cause irreversible damage because the registry contains the settings for the operating system and application components. See the Microsoft Web site for more information.

  1. Make a backup copy of your Microsoft Windows registry. See the documentation for your operating system at the Microsoft Web site.
  2. Select the \HKEY_LOCAL_MACHINE\SOFTWARE\Classes\Word.Document.8 key in the Registry Editor.
  3. Modify the DWORD value for the BrowserFlag key entry by selecting Decimal and entering 2147483684 in the Value data field.
  4. Modify the DWORD value for the EditFlags key entry by selecting Decimal and entering 65536 in the Value data field.

    The first time the application user accesses a user form or flow action form that depends on inline Word display, Windows automatically downloads a Pegasystems-supplied template WordMacroManagerDot.DOT file. This file contains Word macros and is digitally signed by Pegasystems Inc. Typically, Windows saves this file in the directory:

    C:\Documents and Settings\<user name>\Application Data\Microsoft Office\Templates\1033.