Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, 2013, and 2016. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: An Automatic File Name.

An Automatic File Name

by Allen Wyatt
(last updated February 20, 2016)

4

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 the Quick Access Toolbar or a shortcut key 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 (10358) applies to Microsoft Word 2007, 2010, 2013, and 2016. You can find a version of this tip for the older menu interface of Word here: An Automatic File Name.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He  is president of Sharon Parq Associates, a computer and publishing services company. ...

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Comments

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What is 6 - 3?

2017-10-16 15:08:34

Haseeb

Hi, this is most helpful!

However, I'd like to insert characters such as parentheses "(" and dashes "-". But the generated title stops just before the first such character.

Is it possible to insert such characters without bugging the macro?


2017-07-25 13:14:08

Jamies Benson

I believe following a recent update, MS Office has appended a date and time to every file (document, spreadsheet, etc), and is creating a new file with a new date and time after every change and save. How do I shut this off?


2017-01-29 02:47:53

Jaleel

What about if i need to save multiple documents on the same day. What is the code


2016-02-22 09:56:02

Paul Ramshaw

I have a question about the rules Word uses to create an automatic title for a new document. I often create documents that have a title (e.g., McInery review 2-22-16), and Word creates an automatic title that stops at the first hypen (e.g., McInery review 2). Is there a way to get Word to use the whole first line of the document even if it has punctuation like hyphens in it, or, more simply, to include hyphens as text?

Thanks,
Paul


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