Using Office 365? You need to understand Click to Run

Posted in Microsoft 365, Technology to Build a Law Firm on November 8, 2018 by Craig Bayer

Back in the day, you would buy a copy of Microsoft Office at the store, insert the DVD and it would install it.  A few years later, you would buy Office online,  download the MSI file, click run and it would install.  Now, if you have an Office 365 Pro Plus Plan, you login into your 365 account

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click Install, and it installs.  This is called Click to Run

It sounds pretty straightforward except that this is not the regular version of Microsoft Office.  Cosmetically you would have no idea, but if you integrated Microsoft Office with a 3rd party program, it might not work.

Below I have included a list of software and if it works with the Click to Run Version of Microsoft Office.  If it does not work, you can uninstall Office and download the regular MSI version from Office 365.  Instructions for that are here:  http://office.microsoft.com/en-us/excel-help/click-to-run-switch-to-using-an-msi-based-office-edition-HA101850538.aspx

NetDocument

  • Office 2013 64-bit is NOT supported*
  • Office 2013 32-bit is supported
  • Office 2010 is 32-bit is supported

PCLaw

Worldox

  • Office 2010 and the older v1.0 version of Click-to-Run is NOT supported
  • Office 2013 64-bit is NOT supported*
  • Office 2013 32-bit is supported

Amicus Attorney

TimeMatters

HotDocs

As of now we just recommend installing the MSI version.  There is no real benefit of installing Click to Run over the MSI version, besides saving a couple of minutes on the install.

*There is virtually no reason to install the 64-bit version of Microsoft Office.  Don’t install it,  choose the 32-bit even if you have a 64-bit machine.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer