TailorMade Info Technology Solutions Ltd

Tel/Fax: +44 (0)1359 242146 ~ Email:

General Tips & AdviceHints & Tips

Microsoft Operating System

Microsoft Word

Microsoft PowerPoint

Microsoft Office

Vision 3

Add "Lock" button to Quick Access Toolbar to unlock/lock Form Fields

Sometimes there may be unnecessary data in the Word document from merged data fields that you would like to remove, but the document is protected because it is using form fields.

Add the "Lock" button to the Quick Access Toolbar and you will be able to easily unlock the document and remove the unwanted text, then apply the lock again afterwards.

  1. Open Microsoft Word
  2. Right mouse click (RMC) on an empty area of the Ribbon and select "Customize Quick Access Toolbar..."
    Customise Quick Access Toolbar
  3. Choose "Commands not in the Ribbon" from the top drop down list
    Lock Button
  4. Scroll down and select "Lock"
  5. Click the Add button so that Lock appears in the right window
  6. Click OK to close the screen

Lock in Quick Access Toolbar

Re-enable Form field protection in Word 2010 once opened in a patient record

If you open a mail merge document with form fields within Vision, the document will have been protected so that you only use the form fields. However, sometimes you may want to remove the restriction to work outside the form fields and then want to re-apply restricted editing so that the form fields work again as they should.

In Microsoft Word 2010 you may find that you cannot re-apply restricted editing as the form field side bar is greyed out. So this is how you can re-enable it:

The first thing you need to do is add an additional command to your quick access toolbar called "Mail Merge Reset". This setting is user specific.

  1. Open Microsoft Word
  2. Right mouse click (RMC) on an empty area of the Ribbon and select "Customize Quick Access Toolbar..."
    Customise Quick Access Toolbar
  3. Choose "All Commands" from the top drop down list
  4. Then scroll down the vast A>Z list and select "Mail Merge Reset"
  5. Click the Add >> button to move it into the right window area
    Select Mail Merge Reset
  6. Click OK
  7. A greyed out circle icon will now show in the Quick Access Toolbar
    Mail Merge Reset

Now this is how you can use it, once you have opened the document from within a patient record and you want to work outside the grey form fields

  1. Select the Review tab and click "Restrict Editing"
  2. Then click Stop Protection. This will now allow you to work in any part of the document
    Stop Protection
  3. Once you have made your changes you will notice that the Restricted Formatting and Editing sidebar is all greyed out, so that you cannot re-apply the protection to re-enable all the form fields.
    However, the "Mail Merge Reset" button in the Quick Access Toolbar area is now enabled; click this and you will see that it enables the "Restricted Formatting and Editing" sidebar.
    Restricted Formatting and Editing sidebar
  4. Now tick Limit formatting to a section of styles
  5. Tick Allow only this type of editing in the document
  6. Select Filling in forms from the drop down list
  7. Click Yes, Start enforcing Protection
  8. A password protection box is displayed, but this is optional so just click OK and do not add a password.

The form fields in the document will now work again.

Change the "Template Name" File Properties in PowerPoint 2010

  1. Find the file xx.pptx, rename it to
  2. Double click the zip file, open docProps folder, you'll see app.xml.
  3. Edit it with notepad, you can find the template name between <Template></Template>, rename it as you want.
  4. Rename the zip to pptx and the template name should be renamed.

Move windows that open up off-screen?

For Windows 7 users: Win + Shift + Left or Right will move the selected window to the monitor in that direction.

Alternatively, you could also use this approach:

  1. Use ALT TAB to switch to the off-screen application.
  2. Press ALT SPACE to bring up the system menu (you won't see it because it is off screen)
  3. Press R to select the "Restore" menu choice to ensure the windows isn't is maximized (you can not move it if it is maximized)
  4. Press ALT SPACE again, then M to select the "Move" menu choice.
  5. Press one of the arrow keys to initiate the movement.
  6. Now just use the mouse to place the window where you want

How to print a staff list in Vision

This can only be done in the security module.

  1. Go to Management Tools > Control Panel > Security
  2. Click the Action menu and deselect "View Inactive users" and select "View Users Only"
  3. Then right mouse click on any member of staff in the Current Users list and select either Print or Print Preview.
  4. If you want to put them into txt list tick Print to File in the Printer Manager

Using Remote Desktop (RDP) with Dual Monitors

If you are on a hosted solution and connect to Vision through and RDP connection and have dual monitors than follow this link to a website that will explain how to set up the RDP session to span across the two monitors.

Customize the Windows 7 “Send To” Menu Option

Simply type “shell:sendto” (without the quotes) in the location bar of a Windows Explorer window. You’ll see the default choices here. Now you can pull any of the defaults out or you can add locations you want in the standard list with a simple drag-and-drop.

Test your internet connection speed

To test your (N3) connection speed

Once your practice has been migrated over to IP Stream, the speed should be around the 1MB/sec mark download. The upload speed should be in the 800kb region.

Installing the Microsoft Document Image Printer Writer

Note: These instructions are for Windows XP operating system only

  1. Run setup again for Office or your Office program using the CD.
  2. In the Maintenance Mode Options Setup dialog box, select the Add or Remove Features option, and then click Next.
  3. In the Custom Setup Setup dialog box, select the Choose advanced customization of applications check box, and then click Next.
  4. In the Advanced Customization Setup dialog box, click the plus sign (+) next to Office Tools in the list of applications and tools.
  5. Click the symbol next to Microsoft Office Document Imaging, and then click Run from My Computer on the shortcut menu.
  6. In the Setup dialog box, click Update.

Re-Installing the Microsoft Document Image Printer Writer

Note: These instructions are for Windows XP operating system only

  1. Go to Control panel “Printers and Faxes”
  2. Add Printer
  3. Select “Local printer attached to this computer”, and remove the tick from “Automatically detect and install my Plug and Play printer”. Click Next button
  4. Open the Port drop down box and select “Microsoft Document Image Printer Writer Port:” Click Next button
  5. Select the Generic manufacturer.
  6. Highlight the “Generic Text/Only” printer. Click Next button
  7. Type printer name “ Microsoft Office Document Image Writer”
  8. Do not share the printer
  9. Do not print a test page. Click Finish button
  10. Right click on “Microsoft Office Document Image Writer” printer icon and select Properties.
  11. Click on the “Advanced” tab and change the driver to “Microsoft Office Document Image Writer”.
  12. Remove the tick from “Print spooled documents first”
  13. Click on Print Processor… button
  14. Highlight “ModiPrint” and press OK button
  15. Click on Apply button and Press OK

Copy or back up your AutoText entries in Microsoft Word

Auto text entries are normally saved by default into the Microsoft Word template, and therefore if you copy this file away it becomes your backup copy. If you want to use it on a different computer, just replace the original file with your backup copy. Each user will normally have their own version of this file, which will be stored in the following folder on an XP operating system :

Click this link to copy your own personal template file into your My Documents folder.
When asked just click the Run button...

If you on a remote server (hosted solution) you will need to copy this file up to the remote server and save it into a known folder, like your My Documents folder or global drive if you want to share it. If you are having problems achieving this, please ring the Vision helpline and ask them to upload the file for you.

Once on the server and you know where the file has been saved to, follow these steps to transfer the AutoText Entries to the hosted file or new template on another computer:

  1. Open a normal Microsoft Word document on the hosted environment
  2. Click on the Tools menu Templates and Add-ins...
  3. Click the Organizer button
  4. Click on the AutoText tab
  5. In the left window click the Close button
  6. Now click Open File (which it has now changed to)
  7. Locate your file you uploaded earlier (which has all your AutoText entries in)
  8. Then highlight all the items you want to copy (or one at a time) and click the Copy button
  9. Click Close

You will now have transferred all your AutoText entries into the new template file.

How to remove the built-in building blocks in Word 2010

Microsoft Word 2010 comes with a long list of built in Building Blocks. I prefer to remove these built in Building blocks to keep the list shorter and easier to manage my AutoText entires.

There are two places to look:

  1. The “shared” Building Blocks, that will be copied to every user’s AppData folder.
    Open the following folder:
    • For Windows XP: C:\Program Files\Microsoft Office\Office14\Document Parts\1033\14
    • For Windows 7 (32bit): C:\Program Files\Microsoft Office\Office14\Document Parts\1033\14
    Cut and paste the “Built-In Building Blocks.docx” file into you’re My Documents or another folder. Just incase you ever want to replace it, for some strange reason.
  2. Next do the same with the ”Built-In Building Blocks.docx” file but this time from the user’s folder. To open the folder, click Start -> Run and type in %AppData%\Microsoft\Document Building Blocks\1033\14 and cut and paste the file from this folder as well.

How to import Word 2003 Autotext to Word 2010

  1. Copy the file from your old computer to the folder
    %AppData%\Microsoft\Word\STARTUP and rename the file to "Building Blocks".
    *To open the folder, click Start -> Run and type in %AppData%\Microsoft\Word\STARTUP

Next time Microsoft Word is opened, this file will be used in the Building Blocks tool and the items from the Autotext will be ready for use.

How to transfer autocorrect entries from Word 2003 to Word 2010

As far as I can tell, the AutoCorrect Backup program contained in still works when run in Word 2010. Assuming you still have Word 2003, you can install and run the macro as shown here:

How to move Word AutoCorrect entries between computers in Word 2003

Once you've saved your autocorrect entries for Word 2003, copy the backup file AND to your Word 2010 computer, and open as if it were an ordinary word file.

Click the AutoCorrect Backup button shown in the document window, click Restore, navigate to the location of AutoCorrectBackup Document.doc, select it, click Open, etc.

Note: AutoCorrect in Word 2007 / 2010 is located in Word Options

How to transfer Macros between versions of Word

  1. Open Microsoft Word 2003
    • Click the Tools menu > Macros > Visual Basic Editor (or Press ALT + F11)
    • Expand the Normal folder > Modules
    • Right click on NewMacros > Export
    Export macro
  2. Open Word 2007/2010 and press ALT + F11 to open Microsoft Visual Basic for Applications
  3. Right mouse click on Normal (Shown in he above image) and select Import
  4. Locate the file you exported previously and click Open

How to switch on the Developer tab in Word 2007 / 2010

The Developer tab includes the Forms control and Macros etc...

Back to Top