Word Processing Macros

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This article describes the Word Processing Macros features.

Word Processing Macros

You can set up Document Management icons on Word or WordPerfect to easily save word processing documents and PDFs directly from your word processing software.  General custom toolbar setup instructions are listed below in Word and WordPerfect.  However, please note different versions may require slightly different setup procedures.

Please call the Stretto Support Center at (800) 634-7734 for detailed instructions for specific word processing versions.

Automatic Document Management Macro Setup for Corel WordPerfect and Microsoft Word

To set up the automatic Document Management macro for Corel WordPerfect and Microsoft Word:

  1. From the top Main Menu toolbar (File Menu), select ‘File’ > ‘System Options’.
  2. You will see the System Options window.
  3. Click the ‘Update Word Processor Document Management Macros’ button.
  4. You will see a message that the Word macros are installed.
  5. Click on ‘OK’.
  6. You will see another message that the WordPerfect macros are installed.
  7. Click on ‘Yes’ and WordPerfect will open.
  8. Close WordPerfect (this is an important step!) and you will see the System Options window in Trustee Suite.
  9. Click on the ‘OK’ button.

You will see two new white macros in the top toolbar (they look like small cassettes).

Customize the Colors of the WordPerfect Macros

To customize the colors of the WordPerfect macros:

  1. Open WordPerfect.
  2. Right click on the toolbar (where you see the macros) in an empty space and you will see the following screen:

  1. Click on ‘Edit’ (near the bottom of the menu shown above) and you will see the Toolbar Editor window.
  2. Double click one of the white macros located in the WordPerfect toolbar (OUTSIDE of the window that just opened).  You will see a Customize Button window as shown below.

  1. The example above shows the ‘Save to Doc’ format.  To change the color of the icon, click on the ‘Edit’ button in the Image section (on the bottom left of the screen).
  2. This will invoke the Image Editor window shown below.
  1. Click the ‘Fill whole area’ button (the first icon moving left to right) under the Drawing mode section (on the left side of the screen).

  1. Click a color from the color pallet shown below (select blue, which is the standard color for ‘Save to Doc’ (Word and Word Perfect); red is the standard color for ‘Save to PDF’).
  2. Click anywhere in the white area of the Zoomed image picture (in the middle of the screen above).

  1. Click on ‘OK’.
  1. You will see the Toolbar Editor window again.
  2. Click on ‘OK’ (DO NOT CLICK ON ‘CANCEL’ OR YOU WILL LOSE YOUR CHANGES!).
  3. To create the ‘Save to PDF’ macro, repeat steps 2 through 12, but populate the Customize Button screen shown in step 4 with ‘Save PDF to Trustee Suite Document Management’.  Select red this time from the color pallet (step 8) to make the ‘Save to PDF’ macro red as shown below.

Test the macros

To test the macros:

  1. Enter some text in the WordPerfect document (e.g., “test”.)
  2. Single click on one of the macros, which invokes the Document Management New Document window.  For example, click on the blue (‘Save to Doc’) macro.  Note the case name (i.e., ‘-Multi Case Documents-‘) and select a Source from the dropdown (e.g., “WP”).
  1. Click on ‘Save’ (on the top right of the screen).
  2. You know that it worked if you see the window flash and the Document Management New Document window disappear and the WordPerfect window appear.

To verify that this test document went to Document Management:

  1. Close WordPerfect (answer ‘NO’ to save the document).
  2. Open Document Management and there will be a message telling you that an orphan document was added (this is NOT an error message!).
  3. Click on ‘OK’.
  4. In Document Management, go to the case you noted earlier (i.e., ‘-Multi Case Documents-‘).
  5. Verify that you see this test document (e.g., “Sample Document”).  You will see your document in blue text (un-read) in the Document Management grid for that case.
  6. Double click on the item in the grid to open the document in WordPerfect.

Microsoft Word Macro Test

With Microsoft Word, no macro customization is necessary since the macros clearly describe what they do.

Test the Microsoft Word Macros

To test the Microsoft Word Macros:

  1. Single click on one of the macros (e.g., ‘Save to PDF’).
  2. You will see the Document Management New Document window.  It might select the case you currently have open in Trustee Suite.
  1. Enter a document title and source (e.g., “WP”).
  2. Click on ‘Save’.
  3. You know that it worked if you see the window flash and the Document Management New Document window disappears and is replaced by the Word window.
  1. In Document Management, verify that you see this test document (e.g., “test Document”).  You will see your document in blue text (un-read) in the Document Management grid for that case.
  1. Double click on the item in the grid to open the document in Word.

Manually Add Macros (if Necessary)

To add new custom toolbar options (macros) in Word, find the path to your STARTUP directory in Word.  To find the directory:

  1. Open Word.
  2. Click on the ‘Tools’ menu.
  3. Select ‘Options’.
  4. Click on the ‘File Locations’ tab.
  5. Find Startup and select it.
  6. Click on the ‘Modify’ button to view the entire path to your STARTUP directory.Your path to your startup directory will be displayed in the ‘Look in:’ area.  Write down this path for later reference.  In this example, the Startup path is ‘c:\documents and settings\mcgowanj\application data\microsoft\word\startup’.
  7. Close Word.
  8. Open your Windows Explorer (under ‘Programs’ in your Start Menu).
  9. Find the location of your Trustee Suite folder.
  10. Open the QuikDocs folder.
  11. Open the Setup folder.
  12. Find the Word file named ‘BMSWDM.dot’.
  13. Copy the file and paste it into your Word Startup folder.
  14. Right click on the file (‘BMSWDM.dot’).
  15. Select ‘Copy’.
  16. Find your Word Startup folder in the Windows Explorer (from the path that you wrote down).
  17. Open the Startup folder.
  18. Right click within the folder and select ‘Paste’ to paste the ‘BMSWDM.dot’ file into the directory.
  19. Open Word.  There will be two additional icons set up in your toolbar, ‘Save to PDF’ and ‘Save to Doc’.

Custom Toolbar Setup – WordPerfect

To add new custom toolbar options (macros) in WordPerfect:

  1. Open your Windows Explorer (under ‘Programs’ in your Start Menu).
  2. Find the location of your Trustee Suite (BMSW)  folder.
  3. Open the QuikDocs folder.
  4. Open the Setup folder.
  5. Find the File named ‘SETUP.WCM or SETUP7.WCM’.  If you are on WordPerfect Version 7, select the ‘SETUP7.WCM’ file.  If you are on WordPerfect 8 or 9, select the ‘SETUP.WCM’ file.
  6. Double click on the file.  This will open WordPerfect and your Document Management icons will be set up automatically on your toolbar.
Your Document Management icons will appear with the words ‘Save to PDF’ and ‘Save to Doc’.

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