Microsoft KB Archive/909625

= The list of available task panes in the task pane list does not include the Document Actions task pane when you modify Word templates in Accounting Professional, in Accounting Express, and in Small Business Accounting 2006 =

Article ID: 909625

Article Last Modified on 10/24/2007

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APPLIES TO


 * Microsoft Office Accounting Professional 2008
 * Microsoft Office Accounting Express 2008
 * Microsoft Office Accounting Professional 2007
 * Microsoft Office Accounting Express 2007
 * Microsoft Office Small Business Accounting 2006
 * Microsoft Office Small Business Management Edition 2006

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SYMPTOMS
When you modify Microsoft Word templates in the following programs, the list of available task panes in the task pane list does not include the Document Actions task pane:
 * Microsoft Office Accounting Professional
 * Microsoft Office Accounting Express
 * Microsoft Office Small Business Accounting 2006

The Document Actions task pane is required to add fields to templates.



CAUSE
This problem occurs if you are using a version of Microsoft Office Word 2003 that is not part of Microsoft Office Professional 2003 or Microsoft Office Professional Enterprise Edition 2003. This problem also occurs if the following conditions are true:
 * You are using the version of Word 2003 that is part of Microsoft Office Professional 2003 or Microsoft Office Professional Enterprise Edition 2003.
 * You downloaded Service Pack 1 for Business Contact Manager Update and Small Business Accounting.



RESOLUTION
To resolve this problem, follow these steps:  Verify that you are using the version of Word 2003 that is part of Microsoft Office Professional 2003 or Microsoft Office Professional Enterprise Edition 2003. If you are using the correct version of Word 2003 or any version of Word 2007, go to step 2 if the Document Actions option is still unavailable in the Task Pane.

Note To add fields to Word templates, you must use the version of Microsoft Office Word 2003 that is part of Microsoft Office Professional 2003 or Microsoft Office Professional Enterprise Edition 2003. However, you can use other versions of Word to remove fields, to change font styles, to insert pictures, and to add text. Enable the Document Actions option when you try to modify a Word template. You must repeat these steps for each template:  On the Company menu, click Manage Word Templates. In the Template types list, select the template type that you want to modify. In the Templates list, select the template that you want to modify. Click Modify. Use the appropriate method: <ol> If you are using Word 2003, follow these steps: <ol style="list-style-type: lower-alpha;"> On the View menu, click Task Pane if Task Pane is not selected already. The task pane opens.</li> On the Tools menu, click Templates and Add-Ins.</li> Click the XML Expansion Packs tab.</li> In the Available XML expansion packs list, click Smart Document for .</li> Click Attach, and then click OK.

The Document Actions task pane is now an available option in the task pane.</li></ol> </li> If you are using Word 2007, follow these steps: <ol style="list-style-type: lower-alpha;"> Click the Microsoft Office Button.</li> Click Word Options.</li> Click Customize.</li> Click Document Actions, and then click Add.</li> Click OK.

The Document Actions button appears on the Quick Access Toolbar. For available Word templates, you can now use the Document Actions pane.</li></ol> </li></ol> </li></ol> </li></ol>

Note To enable the XML Schema in Microsoft Office Word 2007, follow these steps after you open a template that you are trying to modify: <ol> Click the Ribbon in the upper-left corner of the screen.</li> Click Word Options.</li> In the Ribbon, click to select the Show developer tab check box.</li> <li>Close the Word Options window.</li> <li>Click the Developers tab, and then click Schema.</li> <li>Select the schema that you want to use. If you have Accounting Professional, Accounting Express, or Small Business Accounting 2006 installed, the schema options are as follows: <ol style="list-style-type: lower-alpha;"> <li>SmallBusinessAccounting.CustomerCreditMemo</li> <li>SmallBusinessAccounting.CustomerStatement</li> <li>SmallBusinessAccounting.PurchaseOrder</li> <li>SmallBusinessAccounting.SalesInvoice</li> <li>SmallBusinessAccounting.SalesOrder</li> <li>SmallBusinessAccounting.SalesQuote</li></ol> </li> <li>Click OK.</li> <li>Click Smart Document for , and then click OK.</li></ol>

The Document Actions pane now appears on the right side of the screen.

<div class="status_section">

STATUS
Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the &quot;Applies to&quot; section.

Additional query words: sba MOA

Keywords: kbbug kbmbsmigrate KB909625

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