Hello,

I have a template letter document with a userform that insert text at the correct bookmarks.

I have recorded a macro that saves the file to a specific folder( easy enough) but I, if possible, I would like to include some code that changes the name of the file when I run the macro. For example, LastName,FirstName Contract

Someone has give me this but it doesn't seem to like the ME.

If should maybe point out that in the form I am using a txt called txtEmployeeName ( not sure if this is relevant)

Any input would be welcomed.

Thanks

Ross




Sub SaveAS()
'
' SaveAS Macro
'

Dim NewFileName As String
Dim NewFilePath As String


NewFilePath = "H:\HR\Reward & Shared Services\Shared Services Only\1 ~ Starters\3 ~ Contract Templates\DB Templates\"
NewFileName = Me.txtLastName & "," & Me.txtFirstName & ",Contract.docm"

'
ChangeFileOpenDirectory _
"H:\HR\Reward & Shared Services\Shared Services Only\1 ~ Starters\3 ~ Contract Templates\DB Templates\"
ActiveDocument.SaveAs2 FileName:= _
"H:\HR\Reward & Shared Services\Shared Services Only\1 ~ Starters\3 ~ Contract Templates\DB Templates\A-D contract v10-MACRO.docm" _
, FileFormat:=wdFormatXMLDocumentMacroEnabled, LockComments:=False, _
Password:="", AddToRecentFiles:=True, WritePassword:="", _
ReadOnlyRecommended:=False, EmbedTrueTypeFonts:=False, _
SaveNativePictureFormat:=False, SaveFormsData:=False, SaveAsAOCELetter:= _
False, CompatibilityMode:=14
End Sub

Is there some reason you are Opening your template and using SaveAs rather than creating a new document and using Save? The latter is the regular use of a document template.

Templates in Microsoft Word

Hi

No reason, would like to save the document as a new document to specific folder but with a new name.

Instead of,save as, location folder and type over the template name.

Ross

OK.

Then your new document is formed when the user double-clicks on the template or uses one of the File New Variations to create a new file. The user does NOT open the template.

You can use your UserForm's OK click event to open the File Save As dialog with your proposed name or simply save the document with the name you want. Simply use the variable information you already have to create your filename string

Here is code that I use in one of my forms to insert the current date as a part of the name.

I believe if instead of .Show it was .Execute, it would simply save without user input unless there was already a file with that name.

You would use the ChangeFileOpenDirectory method to change to the folder you want to use.

Hi

Thanks for your help.

I should have pointed out that my document wasn't saved as a template, however, I did do this and when it is opens up, it opens as a fresh document, called, Document1 but keeps asking if I wanted to save changes to the template and it stops my user form from opening up automatically.
So, as a plain word document, I managed to record a save as macro to specific folder and then used and adapted your code, which allows me rename the file in the save dialog box before hittting save.

Do you think this is the best solutions or is a way to do the whole process in one with the document being renamed from grabbing txt from the form or something similar-

code below-

Sub SaveAsContract()
'
' SaveAsContract Macro
'
'
ChangeFileOpenDirectory _
"H:\HR\Reward & Shared Services\Shared Services Only\1 ~ Starters\5 ~ Offers Sent\"
ActiveDocument.SaveAs2 FileName:= _
"H:\HR\Reward & Shared Services\Shared Services Only\1 ~ Starters\5 ~ Offers Sent\A-D contract v10-MACRO.docm" _
, FileFormat:=wdFormatXMLDocumentMacroEnabled, LockComments:=False, _
Password:="", AddToRecentFiles:=True, WritePassword:="", _
ReadOnlyRecommended:=False, EmbedTrueTypeFonts:=False, _
SaveNativePictureFormat:=False, SaveFormsData:=False, SaveAsAOCELetter:= _
False, CompatibilityMode:=14
Dim strName As String, dlgSave As Dialog
Set dlgSave = Dialogs(wdDialogFileSaveAs)
strName = "LastName,FirstName Contract "
ActiveDocument.BuiltInDocumentProperties("Title"). Value = strName
With dlgSave
.Name = strName
.Show

End With
End Sub

Cheers

Ross

Cross-posted at: http://www.vbaexpress.com/forum/show...file-name-also
For cross-posting etiquette, please read: http://www.excelguru.ca/content.php?184

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]