Title

Question

Hi,is it possible to have word autoname a file with the current date and also add the title of the document as the name of the file.

I done that on excel though vb but Im not sure this will be doable in word.

Answer 1

Its doable, and pretty easy too.

String name = ActiveDocument.BuiltInDocumentProperties(1) + " - " + Date$
String directory = Environ("USERPROFILE") + "\Documents"
ActiveDocument.SaveAs2 FileName:=directory + name, AddToRecentFiles:=False

Setup the name of the document, get a working directory (probably won't work on XP, not sure) and finally save the document without adding it to the recent files list.

Hope this can help.

Edit: I sorta assumed you'd be looking for a VBA based solution yet now I begin to realize that you might actually have been looking for something else. Hope this can still help.

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With kind regards, Peter

Answer 2

Where do I add it, to a module or to the object?

I need to run something like this, but I cant make it work because I dont know where to put it.

' A macro with the specific name FileSave is called
' whenever the user saves a document attached to
' this template.
Sub FileSave()
    If ActiveDocument.Path = "" Then
        ' If the document has never been saved, the
        ' value of its .Path is an empty string; otherwise
        ' it has the file's path and name.
        With Dialogs(wdDialogFileSaveAs)
            .Name = MakeDocName  ' call the function below
            .Show                ' the suggested name will be in the dialog
        End With
    Else
        ' The document has already been saved with a name
        ' so just save it there.
        ActiveDocument.Save
    End If
End Sub

Function MakeDocName() As String
    Dim theName As String
    Dim uscore As String
    uscore = "_"

    With ActiveDocument.Bookmarks
        ' Use any combination of bookmarks and
        ' document properties to assemble the
        ' suggested name.
        theName = Trim(.Item("company").Range.Text)
        theName = theName & uscore & Trim(.Item("date").Range.Text)
        theName = theName & uscore & _
            Trim(ActiveDocument.BuiltInDocumentProperties("author"))
    End With

    MakeDocName = theName  ' return the assembled name
End Function

        

Answer 3

Ok I got it to work thank you.

It works with the bookmark on title, that is fine.

How do I change the date field to be actually the current date on the system with the following date format:

2013_08_02

So the file i need has to be and always leading the word SOP at the beginning

SOP_title_2013_08_02.docx

Answer 4

Without all the circumlocution:

Function MakeDocName() As String
With ActiveDocument.BuiltInDocumentProperties
  MakeDocName = Trim(.Item("Company")) & "_" & Format(Now, "MM_DD_YYYY") & "_" & Trim(.Item("Author"))
End With
End Function

Note: The above assumes the 'Company' name has been included in the BuiltIn Document Properties. This would be your company name. The alternative, if you're after the client name, is to use the 'Client' BuiltIn Document Property.

---

Cheers
Paul Edstein
[MS MVP - Word]

Answer 5

great thank you, im actually using the bookmarks instead of the doc properties.

But Im ahving a problem, because if the file is saved, the code is not running, how do i Change that?

Answer 6

Your code, which I've simplified below to eliminate the function, has an If test that says to simply re-save the file if it has already been saved, without invoking the File|SaveAs dialogue. If the file hasn't been saved before, pressing Ctrl-S or Alt-F, S, should cause the populated dialogue to show.

Sub FileSave()
' If the document has never been saved, its .Path is an empty string;
' otherwise it has the file's path and name.
Dim StrName As String
With ActiveDocument
  StrName = Trim(.Bookmarks("company").Range.Text) & "_" & _
    Format(Now, "MM_DD_YYYY") & "_" & _
    Trim(.BuiltInDocumentProperties("author"))
  If .Path = "" Then
    With Dialogs(wdDialogFileSaveAs)
      .Name = StrName
      .Show   ' the suggested name will be in the dialog
    End With
  Else
    ' The document has already been saved with a name so just save it there.
    .Save
  End If
End With
End Sub

---

Cheers
Paul Edstein
[MS MVP - Word]

Answer 7

thanks

im using 2010 and it does not work.

Answer 8

It works for me with Word 2010. Did you install the macro in the 'ThisDocument' module of the document or its template? If you did, perhaps you have other addins that are conflicting with the macro.

---

Cheers
Paul Edstein
[MS MVP - Word]

Answer 9

Yes i did, when i run it nothing happens

Answer 10

That suggests the document has already been saved. The macro only does something in documents that have not been saved.

---

Cheers
Paul Edstein
[MS MVP - Word]

Answer 11

Yes thank you but that is precisely what i dont want, if the user hits
save or save as, the dialog  should always open with the filename
showing the bookmarks im using and also the current date, that way the
user  knows that the  file name has been saved correctly.

Answer 12

Well, that's not what your original code did - even your code's ccomments say it's supposed to work the way it does now. All I've done is to modify the code to supply the date format.

If you want to have the pop-up appear whenever the name doesn't match the new string, try changing:
If .Path = "" Then
to:
If Left(.Name, InStrRev(.Name, ".") - 1) <> StrName Then

Alternatively, if you want the pop-up to happen every time, use:

Sub FileSave()
Dim StrName As String
With ActiveDocument
  StrName = Trim(.Bookmarks("company").Range.Text) & "_" & _
    Format(Now, "MM_DD_YYYY") & "_" & _
    Trim(.BuiltInDocumentProperties("author"))
  With Dialogs(wdDialogFileSaveAs)
    .Name = StrName
    .Show   ' the suggested name will be in the dialog
  End With
End With
End Sub

---

Cheers
Paul Edstein
[MS MVP - Word]

Answer 13

Brilliant,

Can I remove the docproperties and have the file with this format:

Always leading the letters "SOP_" on front of the title and then the date.docx

SOP_{bookmark_"title:}_{MM_DD_YYYY].docx?

Thank you so much.

Answer 14

I think I did it:

Sub FileSave()
 Dim StrName As String
 With ActiveDocument
    StrName = "SOP_" & Trim(.Bookmarks("title").Range.Text) & "_" & _
     Format(Now, "YYYY_MM_DD") & ""
     'Trim (.BuiltInDocumentProperties("author"))
   With Dialogs(wdDialogFileSaveAs)
     .Name = StrName
     .Show   ' the suggested name will be in the dialog
   End With
 End With
 End Sub

Thank you so much.

Answer 15

The file conatins macro so its a DOTM but needs to be saves as DOCX

How do I change that?

Answer 16

You last two questions concern entirely different issues. Please start a new thread for each one, rather than changing the scope of this thread.

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Cheers
Paul Edstein
[MS MVP - Word]