Notes:
Our macros are designed to work on Windows machines and will most likely not work on Macs.

Make sure both Word and Outlook are both closed before doing the steps below.

New macro changes have been added to a file attached to this article on 2/9/2022. Please delete the current macro out of your startup folder and install the one attached to this article using the instructions in part II. 
 

I. On-premise customers:

Make sure both Word and Outlook are both closed and follow these instructions.

1. Close Microsoft Word.
2. In FIMS, select Tools / Update FIMS Macros .
3. A message window opens to explain what the utility will do and ask if you want to continue.

4. Click Yes .
    5. You will see the macros when you open your local Word installation.
 
If you receive an error that tells you the macro has been added to the Disabled List, you can clear it from the disabled list by doing the following:  

• Open Microsoft Word
• Select Add-ins and at the bottom of the window, change the Manage drop down to Disabled Items and click Go.  Find FIMS_Mac.dot in the list and click Enable.
• Close MS Word and re-open
• They should now be available for you when you reopen MS Word

If you get another type of error when running the tool it is most likely due to permission issues on the workstation. Typically running FIMS as admin or logging into the workstation with a local admin Windows account will fix that issue.

If for some reason step #1 does not work for you, you can manually install the macros per step #2 below.
 

• Save the attached file in the Microsoft Word Startup folder. The path is C:\Users\[username]\appdata\roaming\microsoft\word\startup.

Note: The AppData folder is hidden. To unhide it go to the view tab and check the checkbox for Hidden items:

• Be sure to the file as a .dot file. If it downloads to your computer with a .doc extension, re-name to .dot; FIMS_Mac.dot.

Here is what the folder looks like with both the FIMS and DonorCentral macros installed:

How do I Install FIMS Macros into Word?