Using a Standard Format in a Suggested File Name

Richard asked if there was a way to modify the Word-generated file name that is suggested when you choose Save As or, in the case of a brand-new document, click the Save tool. He wants to suggest a standard file name that contains the date as the prefix for that name.

There are actually two different concepts at work here, depending on whether you are working on a new document or an existing document. If you are working with an existing document, then the file name suggested when you click on Save As is actually the document's current file name.

If you are working with a new document, then there is no functional difference between choosing Save or Save As; they both pull up the Save As dialog box. In this case, the suggested file name is based on the setting of the Title field in the Properties dialog box. If there is nothing in the Title field, then the suggested title is based on the first line of text in the file, up to the first punctuation mark.

Given the way that Word comes up with the suggested names, there are a couple things that can be done to utilize a standard. The first is to modify the template used for the documents, so that the Title field is set in it. For instance, follow these steps:

1. Load Normal.dot or the template you want to modify.
2. Display the Properties dialog box for the file. If you are using Word 2007, click the Office button | Prepare | Document Properties and then use the Document Properties drop-down list to choose Advanced Properties. If you are using Word 2010 or a later version, display the File tab of the ribbon and click Info (on the left side of the window) then click Properties | Advanced Properties.
3. Make sure the Summary tab is displayed. (See Figure 1.)



Figure 1. The Summary tab of the Properties dialog box.

4. In the Title field, enter the pattern you want used for file names. For instance, you might enter "yyyymmdd - Title".
5. Click OK.
6. Save and close the template.

Now, whenever you open a document based on that template, the Title field will already be set. When someone first saves the document, the title you entered in step 4 is suggested. This will spur the user to replace "yyyymmdd" with the proper date and replace "Title" with the real title.

If you want something more automatic—perhaps where the date is automatically filled in—then you need to rely on a macro. You essentially need to create a macro that replaces the Save and Save As commands and fills in the suggested file name as you want it done. Information on how to intercept various commands (such as Save and Save As) can be found at the Word MVP Web site:

https://wordmvp.com/FAQs/MacrosVBA/InterceptSavePrint.htm

In the macro you create, you can set the desired name before showing the File Save As dialog box. For instance, this snippet of code will handle the trick:

Dim sDefaultFileName as String
sDefaultFileName  =  "MyPaper"
With Application.Dialogs(wdDialogFileSaveAs)
    .Name = sDefaultFileName
    .Format = 0     '2 = Plain Text, 0 = Word Doc
    If .Show = 0 Then   'User did not save
    End If
End With

Remember that this code needs to be placed within a larger macro that you develop as a replacement for the Save As command. The .Show method is what actually displays the dialog box.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (13283) applies to Microsoft Word 2007, 2010, 2013, 2016, 2019, and Word in Microsoft 365. You can find a version of this tip for the older menu interface of Word here: Using a Standard Format in a Suggested File Name.