If the Zotero thread/toolbar (or the Zotero scripts menu in Word 2008/2011 for Mac) doesn't appear, follow these steps:
If you're still experiencing issues, please see below.
If you see one of the following errors:
"Word could not communicate with Zotero. Please ensure Zotero is running and try again."
"Could not find a running Word instance."
or the plugin appears and buttons are clickable, but no insert citation window appears, try the following steps:
If you're using Microsoft Office Starter Edition, the Zotero Word integration isn't supported.
Check if the Zotero plugin is correctly installed
If the Zotero thread still isn't appearing after following these steps, go back to the Trust Centre Settings and click on Disable all macros with notification under Macro Settings. Restart Word and see if you get a notification asking for macro permissions.
If Zotero the thread isn't present in Word, check whether it's available under Word Add-ins, and, if so, follow the section above. If it still doesn't show up in Word Add-ins, you should attempt a manual installation.
If you install Zotero with Word 2010 and receive an error stating
"Zotero experienced an error updating your document. [zoteroWinWordIntegration Exception... "Could not find a running Word instance." code: "0" function: "zoteroWinWordDocument::initFromActiveObject" location: ".\zoteroWinWordDocument.cpp"]"
you may be experiencing an issue related to your Word 2010 installation method. Microsoft distributes a set of Click-to-Run versions of Office 2010 that are configured to run within their own virtual environment. Unfortunately, this virtual environment prohibits Zotero from communicating with these Word instances, producing an error.
You can fix this problem by switching your copy of Office 2010 from a Click-to-Run installation to a standard (MSI-based) installation. This process doesn't require an additional license. To do so, follow the steps under the Workaround heading on this Microsoft Support page.
You may also experience this error if you're running either Word or Zotero as Administrator or in a compatibility mode in Windows Vista or 7 or if security software is interfering with Zotero's ability to communicate with Word.
This issue affects users of the Windows 10 October 2018 Update. To fix it you will need to change your regional format to English:
Zotero's Word add-on currently doesn't work for documents in OneDrive. Move your document to a different folder. Other cloud-syncing services such as Dropbox or Google Drive aren't affected (note that Zotero documents should not be opened or edited in Google Drive's word processor as this will break Zotero citations. See this thread on the Zotero forums for details and developments.
When switching from a note-based style set to Endnotes under Set Document Preferences to a style that produces in-text citations (author-date or numeric), the citations remain in endnotes.
Workaround: Before switching to the in-text style, click on Set Document Preferences in the Word add-on and switch the format to Footnotes. Then switch to the in-text style. If you already switched to the in-text style and are seeing this issue, switch back to the note-based style you were using, toggle to Footnotes, and switch back.
First, check your specific Word version number and follow the appropriate steps below:
Begin by updating Word to the latest stable version (15.41 or above). If the tab still doesn't appear, follow the steps for Word version 15.41 and higher below.
First, upgrade to the latest stable version of Word (click here to download the installer for the latest version of Word).
If the tab still doesn't appear, check whether the plugin was installed in Word correctly:
If the Zotero.dotm entry isn't present in the dialog, try reinstalling the Word plugin from Zotero. In Zotero, go to the Cite → Word Processors pane of the Zotero preferences, click on the Reinstall Word Components button, and then restart Word.
If the entry still isn't there, follow the manual installation instructions.
First, check whether Zotero Bibliographic Management shows up in the View → Toolbars menu within Word. If it does but isn't enabled, enable it.
If the Zotero option doesn't show up in that menu, try reinstalling the Word plugin from Zotero. In Zotero, go to the Cite → Word Processors pane of the Zotero preferences, click on the Reinstall Microsoft Word Add-in button, and then restart Word. If you get an error, report it in the Zotero Forums with a Report ID.
If you have a non-English version of Office, you may need to move the Zotero.dot file into the Word directory within the equivalent of Startup in your language and restart Word. The correct path should be listed in Tools → Templates and Add-ins in Word.
If you're using a non-admin macOS user account, you'll need to install the Word plugin from an administrative account or grant write access for the startup directory to the non-admin account to allow it to install Zotero.dot.
After installing the latest Word plugin for Zotero on a system with a non-English version of Office 2008/2011 for Mac installed, the plugin scripts may not appear in Word. Alternatively, after upgrading the plugin, you may receive a message saying that the plugin is incompatible with the installed version of Zotero.
These problems indicate that the new scripts weren't installed into the correct location. By default, Zotero installs the scripts into ~/Library/Application Support/Microsoft/Office/Word Script Menu Items or ~/Documents/Microsoft User Data/Office/Word Script Menu Items if either of these folders exists or asks where to install them if they don't. Since non-English versions of Office prior to Office 2011 SP2 don't use the Microsoft User Data folder, but rather a folder with an equivalent name in the Office language, this can be problematic for non-English Office users. There are three potential solutions:
If you get no response when you attempt to use the Word plugin, try the following steps:
In Word 2011, this can also indicate an issue with Visual Basic for Applications. If the above steps do not resolve the issue, follow these steps for resolving Visual Basic for Applications-related issues.
Some Word 2011 users may see the following message upon attempting to insert a citation or bibliography into any Word document using the Script menu:
"Zotero could not perform this action. Please ensure that a document is open. If you have performed a custom installation of Office, you may need to run the installer again, ensuring that "Visual Basic for Applications" is selected."
Attempting to use the Zotero toolbar may result in no response, accompanied by an error message reading "Word could not fire event" when closing the document.
This error indicates that Visual Basic for Applications is malfunctioning, which may happen for several reasons: