Doc Auto Word Plugin - Installation

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Requirements - the Doc Auto Word Plugin can only be installed on Windows and for Microsoft Word 2013 and onwards. However, it is possible to use Doc Auto without the Doc Auto Word plugin.

End of support for HighQ Plugins running in Office 2010

As of Oct 13 2020, Microsoft stopped Office 2010 support and as a result, it is probable that systems running this version of their Office suite have not received any further updates, leaving them vulnerable to security risks. 

HighQ endeavours to keep HighQ plug-ins running within MS Office client applications as secure and up-to-date as possible and, as part of this commitment, our plugins use the latest .Net Framework and VSTOR_Redist components provided by Microsoft. Since official support for Office 2010 has ceased, we can no longer guarantee these components work as expected with Office 2010 or older versions and are unable to provide troubleshooting or support for HighQ Office plugins in such cases. 

Specifically, HighQ no longer supports the following plug-ins running in Office 2010: 

  • Windows HighQ Office Plugin.
  • Windows HighQ Doc Auto Plugin for Word.

For more information, please visit: https://support.microsoft.com/en-us/office/end-of-support-for-office-2010-3a3e45de-51ac-4944-b2ba-c2e415432789 

Please note that Windows 8.1 and earlier releases are no longer supported.

Important - if Doc Auto is enabled, any user may download and install the plugin, but only a System or Site Administrator may configure and use the plugin as the Doc Auto Plugin must be associated with a site and an isheet to create automated content (i.e. only a System or Site Administrator may perform this step).

Download and install

Click your user image in the top right corner in Collaborate to view further options. 

Please ensure that you close Microsoft Word before you install the Doc Auto Word Plugin. 

Click Install Doc Auto to download the application from your Collaborate instance. Read through the Terms & Conditions and click to agree. 

Click Install to install the Doc Auto Word Plugin; please read the Terms of Use and click to agree. 

Click Install. The progress bar will fill up as the installation progresses. 

Click Close. To see the plugin working, open Microsoft Word. The HighQ tab will now display as a ribbon option at the top. 

Connect to a Collaborate instance

To use the Document Automation plugin you need to connect to Collaborate. 

Only a System or Site Administrator may perform this step.

Click Settings then under the Account tab enter the URL of the instance that the plugin will connect to. The URL includes the domain and then the instance name after the final forward slash and is different for each Collaborate instance.

Click Connect to connect to your instance in Collaborate. 

If you have entered the instance name incorrectly a message window will display asking you to check your details and try again. 

An authorisation screen prompt will display to confirm the changes that have been made. To change the instance URL click on Change Instance URL at the bottom of the window. 

Click Allow to confirm Authorisation. The Advanced tab in the Settings option displays Proxy and Log settings. The Account tab displays your username and instance URL, along with the option to Logout

Click Close - you are now ready to automate your templates. Please read about how to Add an Association

If you did not see the option to install Doc Auto from your profile dropdown, you will need a System Administrator to enable this option in System Admin. The option can be found in System Settings and then set the Download Link for Doc Auto Word Plugin to ON. You will also need to tick the tickbox next to the ON button to save your choice. Once enabled, the option will be available to all users in their profile dropdown. 

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