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.
by Allen Wyatt
(last updated February 20, 2016)
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.
Comprehensive VBA Guide Visual Basic for Applications (VBA) is the language used for writing macros in all Office programs. This complete guide shows both professionals and novices how to master VBA in order to customize the entire Office suite for their needs. Check out Mastering VBA for Office 2010 today!
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