Greenbox HowTo: Microsoft Word Integration
Step 1: Download the Microsoft Office Add-in for Greenbox
Download the required installer from this link. Preferably, download it to the “Downloads” folder on your Windows machine to make it easier to find.
Step 2: Download Prerequisites
Proceed to this link to download Visual Studio 2010 Tools for Office Runtime. You will see the download option as per the image below.
Step 3: Install prerequisites
Open the downloaded file – vstor_redist.exe.
Read the terms & conditions, and if in agreement, tick the box that says “I have read and accept the license terms”. You may leave the other tick box unchecked or checked, it will not matter to the installation.
Wait for the installation to complete, which should take a few seconds. The click on “Finish”.
Step 4: Install the Microsoft Office Word AddIn for Greenbox Low Code DMS
Navigate to the place where you downloaded the file in step 1. If you followed all instructions, it should be in your “Downloads” folder. Double click on the file “GreenBox.Word2013_16WixInstaller.msi”. You will see the screen below.
Click Next. Windows may ask for a confirmation, click on “Yes”. You will see the screen below confirming a successful installation.
That’s it! You are done!
Confirm successful installation
Open Microsoft Word on your computer. Navigate to File->Options on Microsoft Word. The Options window will open. Click on “Add-ins” and confirm that the Greenbox
Your AddIn has been successfully installed.
Step 5: Using the AddIn with Greenbox Low Code DMS
Navigate to https://greenbox.discus.solutions & login (if you have not already done so). Double-click on the Microsoft Word file you wish to edit.
You will navigate to the Preview page for that file. Click on the Pencil icon. You will be shown the options below.
The first time you choose this option, you will be asked for permission to open Microsoft Word from the Browser Window.
Check the option “Always open ms-word: links” and click on Allow. Microsoft Word will now launch & open the file in Greenbox.
Your file may open in Read-only mode as it has been opened from the Internet.
Privacy Settings (optional)
You may optionally remove the Privacy Settings Applied warning by change the settings in the section accessible via File->
Step 6: Save the file back to Greenbox Low Code DMS
Click on “Home”. You will see the option called “Sync Greenbox”.
This will open a Panel inside Microsoft Word titled “GreenBox”. Click on Save as Final Version.
To save files to Greenbox, Microsoft Word must be authenticated. So, enter your Greenbox password. This file is and Greenbox account are linked. Therefore, your user name is not required.
Click on Upload to upload the document to Greenbox. A confirmation dialog with a reference ID will be displayed.
Next, click on OK to close the Microsoft Word window with the linked file. Note that Greenbox files opened with Microsoft Word, once uploaded, must be closed. This is to avoid potential data integrity problems.
You are all set! Click here to login to Greenbox & start using the new Addin!