Research Task Pane Returns Some or No Results

When the Microsoft Word Research task pane does not return results from a search or is not working correctly, there are several possible causes, including:

  • Messaging is not setup correctly.

  • The client computer has not had the installation for client updates applied.

  • The configuration file has incorrect information defined in it for client installation.

See Setting Up a Clause URL to Appear in the Research Pane.

Note:

It's important to exit all instances of Microsoft Word on the client machine prior to running the PeopleSoft Supplier Contract Management setup.exe on that machine.

The Research task pane might also just return some, but not all clauses. If a clause is too large for Research task pane integration, the search can fail. The system displays a warning if there is a potential for failure due to the size of the file. Clauses can become too large for XML representation and for visible clause text if there is a large amount of custom formatting or custom paragraph styles applied to the clause.

A possible solution is to simplify custom formatting of these clauses or divide the clause into smaller pieces.