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.
  Solution Tools
 Solution Id sw31766
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