Hello gmaxey. Thank you very much for your prompt response. The portfolio is a document that is not saved anywhere; in fact, it is a new document that each salesperson creates whenever a new request from a client arrives. The only documents I have saved are the description documents. Salespeople have access to the folder, but they do not have permissions to save new documents in it. That is why I would like the macro to work without the need to have the portfolio (main document) saved in a folder. Is it possible to do that with a macro?
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