Sorry I uploaded the AT2 version instead of the AT3 one but the principle is the same.

Hi
First of all you cannot use arithmetical operators in a filename. So a format of dd/mm/yyyy cannot be used. In the example I have used dd-mm-yyyy.
See template with code embedded herewith.
You need to change one line of code to suit your needs as follows:
ChDir "D:\Test Folder"
Change it to the location you want to save your files to.
As for putting a mask in the DoB cell you can do this if you set up an online form.
Hope this helps.
Good luck.
Tony

Attached Files

Pre Defined FileName Template.zip (28.4 KB, 16 views)

Great almost there. I've just changed a few things. The dob format would have to be 01.01.1990 so I added .doc the end of RefNo.

My only problem is that these are stored in various directories and saving them to a specific one won't work. Is there any way of opening the 'save as' dialogue with the correct format present? It seems to be saving it in the default save path anyway rather than the ChDir specified path.

Attached Files

Pre Defined FileName Template.zip (30.0 KB, 13 views)

Hi
The only issue now is that you cannot have more than one full stop in a filename as Microsoft looks for the first full stop in a filename and then uses wverything after it to determine which application was used to produce the document. Having 4 full stops in the filename will confuse Microsft Word. You will need to choose another separator for the date of birth other than a period or an arithmetic operator.
I will look at the other option you are after.
Tony