Setting Up Your Office > Document Assembly Preferences > Step 3 - Install Amicus Tasks Toolbar

Step 3 - Install Amicus Tasks Toolbar

The Amicus Tasks Toolbar allows you to attach documents to your Amicus records as well as perform many other tasks directly from within Microsoft Office applications (Word, Excel, and optionally Outlook), WordPerfect, and Adobe Acrobat or Adobe Reader.

For more information, see Performing Amicus tasks from other applications. (In Word 2007 and later, Excel 2007 and later, and Outlook 2010 and later, these buttons and controls are provided via the Amicus Tasks tab on the ribbon rather than via a toolbar. In Adobe Acrobat X and later, and Adobe Reader X and later, these buttons and controls are provided from the Tools button at the upper right—expand the "Plug-In Amicus" item that appears below.)

To install and enable the Amicus Tasks Toolbar at your workstation:

Right-click on the Amicus Attorney icon on your Desktop and choose Run As Administrator before logging in to Amicus. If using WordPerfect, you must also be logged onto the workstation as a user with Windows "Administrators" Group rights. ("Power Users" Group rights are not sufficient.) This is necessary both for installation and afterwards.
Go to the Office module, choose Preferences, and click Documents - Document Assembly.
If using Word (and Excel or Outlook), specify the location of your Word program (.EXE file) and click Install.
If using WordPerfect, specify the location of your WordPerfect program (.EXE file) and click Install.
If using HotDocs, specify the location of your HotDocs program (.EXE file).
If using Adobe Acrobat or Adobe Reader, specify the location of your Adobe program (.EXE file) and click Install.

After installing the Tasks Toolbar and saving your preferences, exit Amicus Attorney. Then log back in (without choosing to Run As Administrator) to continue working in Amicus.

Clicking the Remove buttons will remove the toolbar from the corresponding third-party applications.

Note: In a terminal services environment, or if multiple users share a computer, the installation of the Amicus Tasks Toolbar in an application need only be done once.

This should be performed by a user logged on to the Terminal Server as an Administrator (or onto the shared computer as an Administrator or Power User). An exception is WordPerfect—Amicus Tasks Toolbar must be installed separately for each workstation or user.

TROUBLESHOOTING—Word and Excel:

If you install the Amicus Tasks Toolbar to Word and Excel:

The Amicus Tasks Toolbar should appear automatically in Word and Excel.
If the Toolbar does not appear in Word, you can enable it by choosing View > Toolbars on the menu in Word and then selecting Amicus Merge in Adding a Contactthe list.
You might need to activate the Toolbar. Click the Microsoft Office button or choose File as appropriate, and click the Word/Excel Options button. Choose Add-Ins in the list at the left. If "AmicusAttorney Office Add-in" is listed in the Inactive Application Add-ins section, choose "COM Add-Ins" in the Manage pull-down list at the bottom of the screen and click Go. In the COM Add-Ins dialog, ensure that there is a check-mark next to "AmicusAttorney Office Add-in" and click OK.
The Smart Tag/Additional Actions for Amicus Files and People should become available automatically in Word and Excel. However, in Word, or Excel, you might need to activate the Actions:

(1) Click the Microsoft Office button or choose File as appropriate, and then click the Options button.

(2) Choose Add-Ins in the list at the left.

(3) If "My Amicus Files" and/or "My Amicus People" are listed in the Inactive Application Add-ins section, choose "Smart Tags" or "Actions" in the Manage pull-down list at the bottom of the screen, and click Go.

(4) In the AutoCorrect dialog, ensure that the smart tags/additional actions option at the top, and the "My Amicus Files" and "My Amicus People" options in the list, are all selected.

(5) Click OK.

TROUBLESHOOTING—Outlook:

The Toolbar should appear automatically in Outlook, if enabled in your E-mail Link preference—see the Outlook/Exchange E-mail Link Guide, available from your Amicus Office Help Center.
In Outlook 2010 or 2013, you might need to add the Amicus Tasks tab. Go to File > Options > Customize Ribbon and in the "Choose commands from" list, select Main Tabs > Amicus Tasks and add it to the "Customize the Ribbon" list.
In Outlook 2007, you might need to add the Toolbar. Go to Tools > Customize > Toolbars and select "Amicus Attorney Tasks".
In Outlook 2007, the Toolbar does not appear in email details screens, but you can add its buttons. Open an email, click the down arrow at the right of the Quick Access Toolbar at the top to customize it, and choose More Commands. In the "Choose commands from" list select "Amicus Tasks Tab" to filter the list. Finally select each of the desired commands and add them to the "Quick Access Toolbar" list.

TROUBLESHOOTING—Adobe Reader:

The Amicus Tasks Toolbar should appear automatically in Adobe Acrobat or Reader. In Adobe Reader X or later, however, you might need to allow access to the Toolbar. In Reader, from Edit > Preferences > General or Security (Enhanced), clear the "Enable Protective Mode at startup" option and click OK. Restart Adobe Reader.