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Frequently Asked Questions & Troubleshooting

My manuscript is in WordPerfect or another word processor format, but I have Word. Can I use IndexAssistant for Indexing?

Yes. Export your manuscript to Word or RTF and then open it in Word, or use Word’s filters to import your document. Then proceed with building your index. You can export the final index out of Word to send to your publisher, if needed. Remember that for the purposes of indexing, the import elements of your document are: text and pagination. So long as you can get your document into Word with the text on the same pages, and have your publisher work with an index contained in a Word document or exported into another format from Word, you can use Word and IndexAssistant to build your index for publication.

I can’t open the attachment sent to me when I purchased IA.

The attachment sent to you is a self-extracting archive containing IndexAssistant. Some security software such as ZoneAlarm of Norto Anti-Virus will change the extension of this file from .exe to something else, to protect you from running executable attachments by accident. If your security software has done this, change the extension back to exe.

When I try to install IndexAssistant, nothing happens, or I get a message saying macros are disabled.

IA is programmed in Word’s macro language. To install and run IA, you need to set Word’s macro security settings to medium (Tools>Macro>Security in Word 2000 and higher; macro setting in Tools>Option in Word 97). If your settings have not already been set to medium before installation, then you will need to reopen the manual before trying to use the install process, and when you open this document, you need to tell Word to enable the macros in it. (Note about Word macro security: On the medium security setting, Word will trust macros contained in your user templates or start up template directories, which is where IA will be installed. For all other documents Word will ask whether its macros should be enabled. These are precautions against macro viruses. Do not install any Word documents that you do not trust in your user templates or start up template directories.)

When I look for the place to double-click to install IndexAssistant, I see codes between { } characters.

In Tools>Options>View, uncheck Show Fieldcodes.

I followed the directions to install my purchased copy of IA, but the demo version keeps running when I launch IA

Do a manual install as follows:

1) In Word, go to Tools>Options and then to the File Locations Tab. Identify the directory for Startup files.
2) Navigate to the folder where you are unzipped the IA files from your purchased copy; copy the file to the directory for startup files; make sure you delete from the directory for Startup files.
3) Shutdown Word and restart it.

I don’t see IndexAssistant in the Tools menu in Word.

Make sure you’ve installed IndexAssistant. Also make sure that IndexAssistant is available to your document. If you installed IndexAssistant as a User Template rather than Startup Template, you will need to attach your document to the template to make it available. Select Tools>Templates and Add-Ins; click [Attach]; select “”; press <Enter>; click [Ok]. See the Getting Started section for more details.

I was using IndexAssistant, and have now exited it. But when I type quotes or apostrophes I don't get curly quotes anymore.

This can sometimes happen if your IndexAssistant session was not properly completed. To fix in Word: Tools>AutoCorrect>AutoFormat as You Type; turn on Straight Quotes with Smart Quotes. (IndexAssistant turns off this feature when it is loaded, to make it easier to manipulate XE field; it restores your original setting on exit, but an improper shutdown can interfere with this behaviour.)

I was using IndexAssistant, and have now exited it. But I am still seeing {XE} field codes.

This can sometimes happen if your IndexAssistant session was not properly completed. To fix in Word: Tools>Options>View; uncheck the Hidden Text box. (IndexAssistant shows hidden text when it is loaded, to make it possible to manipulate XE field; it restores your original setting on exit, but an improper shutdown can interfere with this behaviour.)

Does IndexAssistant work in Word 2007?

It does, but at present you have to install manually as per the instructions below.

1) Open Word 2007.
2) In Windows Explorer, locate the zip or exe file containing the IA files. Extract these files to a temporary folder, either by running the exe file, or using Windows Explorer or a zip file manager such as WinZip.
3) In Windows Explore, navigate to this temporary folder. Locate the file, select it, and right click with your mouse; select Copy from the dropdown menu.
4) In Word 2007, click on the icon in the top left hand corner (which opens the Open and Save menu). On the bottom of the menu area that opens up, click Word Options.
5) Click on Advanced options on the right hand side; scroll down to the section titled General; click on the File Locations button.
6) In the File Locations dialogue, select Startup, then click on the Modify button. You will see a Windows Explorer type window that would let you select a Startup folder. In this window, right click in the area where files would be listed; you will see a menu with various options; select Paste. What this action will do is paste the IA template into your Word Startup folder, so that Word will open IA on startup next time.*
7) IMPORTANT: click Cancel to close the window you just opened up; then click Close on the File Locations dialogue. You don’t want to actually modify the location of your Startup folder. Then click Cancel to close the Word options menu.
8) Close Word 2007.
9) Open Word 2007. The template, containing IA, will load on Startup. You can start IA by pressing the F12 key, or click the Add-Ins tab in the ribbon, and then click on IndexAssistant.

* To check that the IA template was properly copied into your Startup directory: In step 6, in the window that opens up, click in the bar across the top, where the folder names are listed; then right click and select Copy Address as Text; open another Windows Explorer window; click in the bar across the top, selecting the text, delete it, then paste the copied address, and press enter. You should see a listing the files in your startup directory.

Does IndexAssistant work in Word 2010?

Yes, IA does work in Word 2010. To make it work:

1) Open your document, and select the Developer tab in the Ribbon. (If you don't see the Develop tab, go to the File tab> Options > Customize Ribbon, and check the Developer tab in the right hand side.)
2) Click on the Add-Ins icon, and if IA is not showing then  simply click on the Add button and navigate to the where is stored. Once loaded, activate it by clicking in its check-box the click Ok.
3) When IndexAssistant appears in the Add-Ins list, and is checked, you are good to go. F12 will bring it up.

Note that when you work this way, you'll need to click on the Add-Ins icon and check IndexAssistant to get it to activate, each time you open your document to start an indexing session. As an alternative, you could add IA to the start up templates, along the lines of the instructions for Word 2007 above.