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  1. When opening the main template you will be prompted with a small bar under the main ribbon entitled Security Warning, figure 8.5.
  2. Click on the Options.. button located on this bar to open the Microsoft Office Security Options dialog box, figure 8.6. On this dialog box please select Enable this content and click OK.
  3. If you intend to send an e-mail please fill in the two boxes provided with the e-mail address to which you wish to send the request as well as the name of he processing unit.
  4. Using the provided buttons select the action you would like to take. A macro will run in the background which will open the correct document for you and format an e-mail for you and/or print out a paper request.
  5. When the template is first opened you may be prompted with a dialog stating that opening the document will execute an SQL statement and insert data from your database, figure 8.7. If you are prompted with this dialog select Yes.
  6. If you choose to send an e-mail your default e-mail application will open with a preformatted e-mail inserted. Check the e-mail for any corrections that may need to be made and click on send.
  7. Once finished processing the request it is safe to close word. If prompted do not save the template.
  8. The item has now been processed and will be moved to the Awaiting Acquisitions Fulfillment queue.

Figure 8.5: The Office 2007 Security Warning message bar:

Figure 8.6: The Office 2007 Microsoft Office Security Options dialog box:


Figure 8.7: The Office 2007 SQL warning message: