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An Automatic File Name

Please Note: This article is written for users of the following Microsoft Word versions: 97, 2000, 2002, and 2003. If you are using a later version (Word 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Word, click here: An Automatic File Name.

One of the properties that Word allows you to save with a document is a title for the document. If you use this property regularly with your new documents, you can create a way for Word to automatically name your document by looking at the title you provided.

This particular macro is well-suited for use with letters, although it could be easily modified for other types of documents. The macro is named FileSaveAs, so it replaces the built-in Save As command. The best place to save this macro is in the template you use for your letters:

Sub FileSaveAs()
    Dim MyDocTitle As String
    MyDocTitle = Format(Date, "yymmdd") + " letter"

    Selection.HomeKey Unit:=wdStory
    Selection.Find.ClearFormatting
    With Selection.Find
        .Text = "^pDear "
        .Replacement.Text = ""
        .Forward = True
        .Wrap = wdFindContinue
        .Format = False
        .MatchCase = False
        .MatchWholeWord = False
        .MatchWildcards = False
        .MatchSoundsLike = False
        .MatchAllWordForms = False
    End With
    Selection.Find.Execute

    If Selection.Find.Found Then
        Selection.MoveRight Unit:=wdCharacter, Count:=1
        Selection.EndKey Unit:=wdLine, Extend:=wdExtend
        Selection.MoveLeft Unit:=wdCharacter, Count:=2, Extend:=wdExtend
        If Len(Selection.Text) > 1 Then
            MyDocTitle = MyDocTitle + " to " + Selection.Text
        End If
    End If

    With Dialogs(wdDialogFileSummaryInfo)
        .Title = MyDocTitle
        .Execute
    End With

    Dialogs(wdDialogFileSaveAs).Show
End Sub

Note that this macro only works properly when you are first saving a new document. If you use it with an existing document (one previously saved under a different name), the original name is still suggested as the default in the Save As dialog box, even though the document title is modified.

The macro can be assigned to a toolbar button or a menu option so you can save your documents and name them automatically.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (1693) applies to Microsoft Word 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Word (Word 2007 and later) here: An Automatic File Name.

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Create Custom Apps with VBA! Discover how to extend the capabilities of Office 2013 (Word, Excel, PowerPoint, Outlook, and Access) with VBA programming, using it for writing macros, automating Office applications, and creating custom applications. Check out Mastering VBA for Office 2013 today!

 

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Comments for this tip:

Joy_San    01 Mar 2015, 21:48
Hi Allen,

Is there a way I can use special characters & space in Document Title property so that when I save it, the doc title will serve as the file name with all the special characters?

Eg. "Short Stories - [Gothic] - [Story Title].docs"

Because if we set that title in the document property, when saving it only shows "Short Stories.docs". I would like to have its file name same as in the Document Title property (including special characters & space). Is there a way besides using macros? Need help. Thanks.


 
 

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