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The primedocs ribbon in Microsoft Office is always placed at the first position. If you want to adjust this behavior, the following registry keys must be changed set in the registry under HKEY_LOCAL_MACHINE\SOFTWARE\PrimeSoft AG\PrimeDocs, HKEY_CURRENT_USER\SOFTWARE\PrimeSoft AG\PrimeDocs or HKEY_CURRENT_USER\SOFTWARE\Policies\PrimeSoft AG\PrimeDocs, depending on the modules used:

"AddinWordRibbonPosition"=""
"AddinOutlookRibbonPosition"=""
"AddinCommonWordRibbonPosition"=""
"AddinCommonPowerPointRibbonPosition"=""
"AddinCommonExcelRibbonPosition"=""

The default setting implicitly applied in primedocs is:

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A LoadBehavior with value 3 means: always load add-in. 0 means that the add-in is not loaded.

System-wide add-in deactivation

To disable the add-in, the key must be configured as follows:

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User-based add-in deactivation

Should you want to disable the add-in only for a certain user or group of users, follow these steps:

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• Is the user a member of the chosen group which gets filtered, the system-wide configuration applies and the add-in is activated.

• Is the user not a member of the choosen group which gets filtered, the newly created GPP turns active, changes the LoadBehavior entry to 0, thus disabling the add-in when Word gets started.

"Resiliency"

Word monitors the loading behavior of add-ins and might disable them automatically. To prevent this, it is recommended to add the primedocs Common AddIn and the primedocs Word AddIn to the "Managed AddIn" list.

[HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\16.0\Word\Resiliency\AddinList]   
"PrimeDocs.Common.AddIn"="1"
"PrimeDocs.Word.Addin"="1"

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Outlook add-in configuration

Besides the LoadBehavior registry key, which works similarly to Word, Outlook has further setting options.

Resiliency

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Outlook monitors the loading behavior of add-ins and might disable them automatically. To prevent this, it is recommended to add the "primedocs Outlook Add-in" to the "Managed AddIn" list.

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Further information can be found in the Documentation from Microsoft.

Security settings: "RestrictToList"

If the RestrictToList key is set to 1 in the environment via the Group-Policy, only "Managed Add-Ins" are loaded by Outlook.

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The Microsoft.VbaAddinForOutlook.1 add-in is a necessary dependency and must therefore not be disabled. With the value 2 the add-in is not loaded, but also not blocked.

Security settings: "AdminSecurityMode"

If the Group-Policy security policies is enabled via the AdminSecurityMode key, the following options have to be selected to fully use primedocs:

[HKEY_CURRENT_USER\Software\Policies\Microsoft\office\16.0\outlook\security]
"AdminSecurityMode"=dword:00000003
"PromptOOMAddressBookAccess"=dword:0000000300000002
"PromptOOMAddressInformationAccess"=dword:0000000300000002

primedocs accesses Outlook for generating emails or using the address book for example. This setting does not suppress the access.

Other settings, such as level for macros, have no influence on primedocs.

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Trust Center Settings

Via the "Trust Center - File Block Settings", Word or Outlook can prevent programmatic access which is required for primedocs. The following options must not be enabled, otherwise the access from the primedocs AddIn will not work:

• Word 2007 and later Documents and Templates

  • If this option is enabled, no text modules can be inserted and Outlook emails are generated empty.

• Websites

  • If this option is enabled, the signature cannot be changed when changing profiles or recipients, and a blank signature will be inserted.

In addition, the certificate used by primedocs can be added as a ‘Trusted Publisher’.
To do this, use the ‘Public Key’ from this page: Client Installation

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Troubleshooting

primedocs add-ins in Microsoft Office do not start

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If the primedocs add-ins cannot be started, i.e. if no primedocs ribbon is visible in Office, this may have the following causes:

• The primedocs add-in is not installed:
  If the primedocs add-in does not appear under "File – Options – Add-ins" in the COM Add-ins list, it may not be installed. Check whether the respective add-in was selected during installation.

• Office is installed in the 64-bit option, but the 32-bit primedocs installer was used:
  If a 64-bit Office installation was used, the 64-bit primedocs installer must be used as well. The same applies to the 32-bit Office installation and the 32-bit installer.

• The Outlook add-in is blocked or always disabled:
  Check the security settings for Outlook.

Error when using Outlook e-mail templates

If the error message "The system cannot find the specified file." appears during the generation of Outlook e-mail templates, the Microsoft Office installation may be defective and must be repaired. This error message can occur if the registry key HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\App Paths\OUTLOOK.EXE is missing or incomplete. To fix this, carry out a repair of Microsoft Office (see also the Microsoft Documentation).

Starting Microsoft Office is severely delayed since installing the primedocs add-in

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If Office starts slowly, it may be because the "Native Image Generator" process (ngen) has not yet run completely. This process is automatically started after installation and is component of the .NET framework.

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This has a positive effect on the add-in loading behaviour.

No text modules can be inserted or Outlook emails are generated empty

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Anti virus solution

Anti virus solutions can also affect the performance. If possible, save the installation directory and the cache directory as an exception (%APPDATA%/primedocs by default).