Here is the skinny:



I have individual/job specific form templates created for multiple users who update their weekly project info, which is then reviewed at a meeting by a manager who also makes changes to the generated document.

Issue:

For the first user who double clicks their form template, e.g. "Bob's.dotx", creating a "new" .docx (default titled as "Document1"), that user fills out their form and must currently choose SAVE AS> from the ribbon, rename it and then navigate through the drive/network locations to save their document in a common storage area with the desired file name such as the date of the meeting. This is an issue because our shared network is massive and spread amongst many drives and some of our users are PC challenged.

Desired solution: be able to add a button to the form, that once filled out, can be clicked by the user and the form saved automatically to a predetermined file location/name without prompting.

Is this possible?

Thanks!