Graham Mayor

... helping to ease the lives of Microsoft Word users.

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Select Folder and Save add-in for Word

A complaint by forum user about the need to dig through a range of folders, in order to save documents to a folder other than the default document folder, once the File Explorer quick access folders were heavily utilised, made me realise that I had already created the basic functionality required for my load session add-ins and select document templates from various folders. I therefore made some modifications to the latter to create a new add-in that would allow the selection and saving of documents, with the additional bonus that when used to save documents, existing documents of the same name would not be overwritten.

If you want to overwrite the documents, use the add-in for the first save and the Word save function (CTRL+S) for subsequent saves.

The add-in is activated by a pair of buttons on the Home tab of the ribbon:

When first used (or later when updating to a new version) the user is presented with the configuration dialog:


It is necessary to enter at least one folder to enable this dialog to update the settings (folders can be added subsequently from the main dialog). I would suggest adding the default Word Documents folder, but if you don't, and while there are unassigned buttons available, you will be prompted to choose whether to do so when you click the 'Update Settings' button.


The above dialogs will only appear subsequently if you clear the stored values, either manually from the dialog, or by installing an updated version.

Main Dialog

The main dialog simply presents the buttons pre-configured and any others added from the main dialog itself.


The first time the process is used, not folder will be selected, but on subsequent uses, the last used folder will be highlighted in red as shown above.

In the above example I began by adding one folder to the configuration and then allowed the process to add the default Word Documents folder to the next available button.

Select the button for the folder in which you wish to save the document and the folder path will be shown in the text box above. There is no option to exit the text in that box, It is there for information only.

You may add folders to any of the unused buttons directly from this dialog as you are working. If you click a button marked 'Unused' a dialog pops up over the main dialog to allow you to select a folder for that button.


To remove an allocation from a button, so that it may be re-assigned, select the button and click the large button at the bottom of the main dialog. Thus you have 16 folders to work with, any or all of which can be changed as required, either from the main dialog or the configuration dialog.

All that remains is to click the 'Save the document to the selected folder' button to save the document.

If the document has not previously been saved, the File Save dialog is displayed at the selected folder. If the document has previously been saved, the document will be saved in the selected folder without prompting.

If that is not the same folder that it was opened from, the original remains (unsaved with the latest changes) in the folder it was opened from. If the document name already exists in the selected folder, the document is saved with a number in brackets appended e.g. filename(1).docx. That number is incremented whenever the add-in is used to save the document in the same folder.

You may clear all the stored folder etc. values from the registry from the Configuration dialog.

- Click here to download the add-in for Word

 

 

 

Select Folder & Save

This project is a spin-off from two other projects (to load session add-ins and to select document templates from various folders).

The basic premise is to pre-select a collection of folders into which documents are habitually saved (e.g. documents relating to a number of clients) to enable them to be easily accessed when saving new documents.

The process does not replace the Windows File Explorer quick access tree, but supplements it for Word users.