Why are all of the metadata fields and dropdowns blank when trying to add files with the Pfx Document Word or Excel add-ins in CCH ProSystem fx Document 3.9?

A registry value needs to be corrected.

  1. Close Word or Excel.
  2. Go to Start > Run and enter: regedit                     
  3. Browse to:
    •  "HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins\CCH.Document.OfficeAddin.WordAddin" or
    • "HKEY_CURRENT_USER\Software\Microsoft\Office\Excel\Addins\CCH.Document.OfficeAddin.ExcelAddin."
  4. Change the value for Manifest to:
    • "C:\Program Files\ProSystem fx Document\OfficePlugin\bin\CCH.Document.OfficeAddin.WordAddin.vsto|vstolocal" or
    • "C:\Program Files\ProSystem fx Document\OfficePlugin\bin\CCH.Document.OfficeAddin.ExcelAddin.vsto|vstolocal" (if the Document Drive is installed to a location other than C:\Program Files\ProSystem fx Document then change the path to the correct install location).
  5. Open Excel or Word, and check if the metadata fields are now populating.
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