How do I enable, reinstall, or replace the Microsoft® Word or Excel® add-ins in CCH® ProSystem fx® Engagement, Workpaper Manager, or Knowledge Coach?

The Microsoft® Office add-ins used with CCH® ProSystem fx® Engagement, Workpaper Manager or Knowledge Coach may become disabled. Depending on what you have installed, these add-ins can include the following.

  • Epace.xla
  • Epace.dot
  • Pfx.KnowledgeTools.dot
  • Pfx.KnowledgeCoach.dot
  • Pfx.Ribbon.WordAddin
    • Addin.pfx.ribbon.wordaddin.dll and Pfx.Ribbon.WordAddin.vsto.
  • Pfx.Ribbon.ExcelAddin
    • Addin.pfx.ribbon.wordaddin.dll and Pfx.Ribbon.ExcelAddin.vsto.
  • Pfx.KnowledgeCoach.WordAddin
  • Pfx.KnowledgeCoach.Word


If you have Engagement or Workpaper Manager v2018, try running the new utility named "AppCheckerUI" to repair or reinstall the addins:

 

If you notice that any of these add-ins are disabled, they will need to be manually re-enabled. The steps to do this will vary depending on the Microsoft® Office version you have installed. 

Click on any of the following sections to scroll directly to that section of the article.

If you are encountering difficulty with Engagement add-in functions in Microsoft® Outlook® reference the following article.

Enabling Microsoft® Office Add-Ins



To re-enable the add-ins, do the following: 

Microsoft® Office 2016, and 365™

  1. Open Microsoft® Word or Microsoft® Excel®.
  2. Click on File > Options > Add-ins.
  3. In the Manage box and select Disabled Items.
  4. Click Go.
  5. If any of the add-ins mentioned above are listed, highlight the add-in and click Enable
  6. Close the Disabled Items window. 
    • If nothing is listed, close the box.
  7. In the Manage box, select the addin type:
    • Excel Add-ins:
      • Epace.xla
    • Templates:
      • Epace.dot
      • Pfx.KnowledgeTools.dot
      • Pfx.KnowledgeCoach.dot
    • COM Add-ins:
      • Pfx.Ribbon.WordAddin
      • Pfx.Ribbon.ExcelAddin
      • Pfx.KnowledgeCoach.WordAddin
      • Pfx.KnowledgeCoach.Word
  8. Click Go.
  9. If any of the add-ins mentioned above do not have a check next to them, select the check box for the add-in. 
  10. Click OK and close the program. 

If you receive a message while attempting to reactivate the add-in that is missing, or received an error when attempting to start the add-in, they will need to be replaced or re-installed.
 

Re-installing the Microsoft® Word and Excel® Ribbon Add-in Files

  1. In Microsoft® Windows®, open the Control Panel.
  2. Click Programs and Features.
  3. Scroll through the program list and locate the following:
    • Pfx.Ribbon.Exceladdin
    • Pfx.Ribbon.Wordaddin
    • Pfx.KnowledgeCoach.Word (for Knowledge Coach installations only)
    • Pfx.KnowledgeCoach.WordAddin (for Knowledge Coach installations only)
    • Pfx.KnoweldgeCoach.ExcelAddin (for Knowledge Coach installations only)
  4. Uninstall the files listed in step 3.
  5. Browse to ?:\Pfx Engagement\WM on your computer.
    • Where ? is the drive where the program is installed. 
  6. In the Windows® search box, enter *.vsto.
  7. Double-click on each of the VSTO files listed to re-install them.


Replacing the Microsoft® Word Add-ins



Epace.dot

  1. Browse to ?:\Pfx Engagement\WM\Utilities on your computer.
    • Where ? is the drive where the program is installed. 
  2. Right-click epace.dot.
  3. Select Copy.
  4. Browse to %appdata%\Microsoft\Word\STARTUP.
  5. Delete epace.dot (if listed).
  6. Right-click in the window and select Paste.


Pfx.KnowledgeTools.dot and Pfx.KnowledgeCoach.dot

  1. Browse to ?:\Pfx Engagement\WM\Utilities on your computer.
    • Where ? is the drive where the program is installed. 
  2. Select both Pfx.KnowledgeTools.dot and Pfx.KnowledgeCoach.dot, then right-click and select Copy.
  3. Browse to %appdata%\Microsoft\Templates.
  4. Delete Pfx.KnowledgeTools.dot and Pfx.KnowledgeCoach.dot.
  5. Right-click in the window and select Paste.


Replacing the Microsoft® Excel® Add-ins



Epace.xla

  1. Browse to ?:\Pfx Engagement\WM\Utilities on your computer.
    • Where ? is the drive where the program is installed. 
  2. Right-click epace.xla and select Copy
  3. Go to your current version of Office##\Library.
  4. The Office library location varies based on your version of Office installed.
    • Microsoft® Office 2016
      • 64x
        • C:\Program Files\Microsoft Office\root\Office16\Library
        • OR
        • C:\Program Files\Microsoft Office\Office16\Library
      • 32x
        • C:\Program Files (x86)\Microsoft Office\root\Office16\Library
        • OR
        • C:\Program Files (x86)\Microsoft Office\Office16\Library
    • Microsoft® Office 365
      • 64x
        • C:\Program Files\Microsoft Office\root\Office16\Library
        • OR
        • C:\Program Files\Microsoft Office\Office16\Library
      • 32x
        • C:\Program Files (x86)\Microsoft Office\root\Office16\Library
        • OR
        • C:\Program Files (x86)\Microsoft Office\Office16\Library
  5. Delete epace.xla (if listed).
  6. Right-click in the window and select Paste.
  7. Navigate to %AppData%\Roaming\Microsoft\Excel.
  8. Delete any excel**.xlb files present.
If Microsoft® Office has been previously updated on the workstation then you will need to check if there are old copies of the Epace.xla file in the library folder left behind by the previous install and remove them if present.
  1. Navigate to C:\Program Files (x86)\Microsoft Office.
  2. Type epace.xla into the search box in the top right corner of the window and press the Enter key.
  3. If any results are shown for the epace.xla in a library folder other than the folder for the current install of Microsoft® Office then delete them.

If the reinstall of any of the Microsoft® Office add-ins described above fails, run a repair of Engagement.


 

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