Question

VBA Open New Word Document from Template

Asked by: accitx

Well i am totally lost with this piece of code and have to turn to you experts to figure out what i am doing wrong or if what I want is even possible.

I have an excel workbook that has VBA code to open a word template, which is not opening it the way you would expect a template file to be opened. Typically when you open a template file it opens a copy of that file as a new file which does not appear to be happening.  The template is located on the network not the users template folder, which shouldnt matter, excel does not seem to have this problem.

The second problem i am having is that i want the intial open of the file to save it to a new location or same location as to where the excel file calling the macro is stored, however it always seems to save it in the users My Documents.

Sub CreateEstimate()
 
pName = Sheets("Bid Sheet").Range("B1")
pLocation = Sheets("Bid Sheet").Range("B2")
EDate = Format(Now(), "dddd, mmmm dd , yyyy")
eNumber = Format(Now(), "mmddyyhhmmss")
eAmount = FormatCurrency(Sheets("Bid Sheet").Range("E71"), 2)
 
vMyEstimateWording = "j:\" & Year(Now()) & "\" & pLocation & " -" & pName & "\1 - Bid Sheet\Bid Day\"
 
Set wordapp = CreateObject("Word.Application")
Set worddoc = wordapp.Documents.Open("J:\Estimate System\Word Estimate.dotm")
    wordapp.Visible = True
 
With worddoc
    .Bookmarks("pName").Range.InsertAfter pName
    .Bookmarks("pLocation").Range.InsertAfter pLocation
    .Bookmarks("eDate").Range.InsertAfter EDate
    .Bookmarks("eNumber").Range.InsertAfter eNumber
    .Bookmarks("eAmount").Range.InsertAfter eAmount
    .SaveAs pName & "-" & pLocation & "-" & eNumber & ".docm"
End With
 
'worddoc.Save
 
End Sub
 
 
':WORD VBA HERE
Sub EMailPDFCopy()
    Dim vFullName As String
    Dim vPath As String
    Dim vSubject As String
    Dim vBody As String
    Dim vName As String
    Dim bStarted As Boolean
    Dim vSplitTest As Variant
 
    'Dim oOutlookApp As Outlook.Application
    'Dim oItem As Outlook.MailItem
 
    On Error Resume Next
        
    vFullName = Application.ActiveDocument.FullName
    vName = Left(Application.ActiveDocument.Name, Len(Application.ActiveDocument.Name) - 5)
    vSplitTest = Split(vName, "-")
    vPath = Application.ActiveDocument.Path
    vNewName = Left(Application.ActiveDocument.FullName, Len(Application.ActiveDocument.FullName) - 4) & "PDF"
    vSubject = "ESTIMATE - JOB NAME: " & vSplitTest(0) & "  ADDRESS:  " & vSplitTest(1) & "  ESTIMATE #:  " & vSplitTest(2)
    vBody = "Thank you for giving us the opportunity to bid this project.  " & _
                "Please let us know if there is anything else you may need.  " & vbNewLine & _
                "Also keep in mind that we are very aggressive and have the" & _
                " ability to offer voluntary alternates or even design build options to reduce costs.  " & _
                "Most our Voluntary Alternates can be provided in less than 48 hours."
    vSignature = vbNewLine & vbNewLine & "Thank You," & vbNewLine & "ACCI" & vbNewLine & vbNewLine & _
                    "Main: (512) 692-4778 Option 2" & vbNewLine & _
                    "Toll Free: (877) 8AC-CITX (22-2489) Option 2" & vbNewLine & _
                    "Fax: (512) 266-7128" & vbNewLine & "E -Mail: Ron@ accitx.com" & vbNewLine & _
                    "WEB: http://www.accitx.com"
    
    'ChangeFileOpenDirectory vPath
        
    Application.ActiveDocument.Save
    
    ActiveDocument.ExportAsFixedFormat OutputFileName:= _
        vNewName, ExportFormat:=wdExportFormatPDF, OpenAfterExport:=False, OptimizeFor:= _
        wdExportOptimizeForPrint, Range:=wdExportAllDocument, From:=1, To:=1, _
        Item:=wdExportDocumentContent, IncludeDocProps:=True, KeepIRM:=True, _
        CreateBookmarks:=wdExportCreateNoBookmarks, DocStructureTags:=True, _
        BitmapMissingFonts:=True, UseISO19005_1:=False
 
    If Len(ActiveDocument.Path) = 0 Then
        MsgBox "Document needs to be saved first"
        Exit Sub
    End If
 
    Set oOutlookApp = GetObject(, "Outlook.Application")
    If Err <> 0 Then
        Set oOutlookApp = CreateObject("Outlook.Application")
        bStarted = True
    End If
 
    Set oItem = oOutlookApp.CreateItem(olMailItem)
 
    With oItem
        .To = ""
        .Subject = vSubject
        '.GetInspector ' Dont think this is needed or maybe i am not using the correct syntax.
        .Body = vBody & vSignature
        .Attachments.Add vNewName
        .Display
    End With
 
    If bStarted Then
        oOutlookApp.Quit
    End If
 
    Set oItem = Nothing
    Set oOutlookApp = Nothing
 
End Sub
                                  
1:
2:
3:
4:
5:
6:
7:
8:
9:
10:
11:
12:
13:
14:
15:
16:
17:
18:
19:
20:
21:
22:
23:
24:
25:
26:
27:
28:
29:
30:
31:
32:
33:
34:
35:
36:
37:
38:
39:
40:
41:
42:
43:
44:
45:
46:
47:
48:
49:
50:
51:
52:
53:
54:
55:
56:
57:
58:
59:
60:
61:
62:
63:
64:
65:
66:
67:
68:
69:
70:
71:
72:
73:
74:
75:
76:
77:
78:
79:
80:
81:
82:
83:
84:
85:
86:
87:
88:
89:
90:
91:
92:
93:
94:
95:
96:
97:
98:
99:
100:
101:

Select allOpen in new window

This Question has been solved and asker verified All Experts Exchange premium technology solutions are available to subscription members.

Subscribe now for full access to Experts Exchange and get

Instant Access to this Solution

  • Plus...
  • 30 Day FREE access, no risk, no obligation
  • Collaborate with the world's top tech experts
  • Unlimited access to our exclusive solution database
  • Never be left without tech help again

Subscribe Now

Asked On
2009-02-26 at 09:07:49ID24180767
Tags

VBA Excel and Word

Topics

Microsoft Excel Spreadsheet Software

,

Microsoft Office Suite

,

Microsoft Word

Participating Experts
2
Points
500
Comments
9

Trusted by hundreds of thousands everyday for fast, accurate and reliable tech support.

  • "The time we save is the biggest benefit of Experts Exchange to Warner Bros. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange." Mike Kapnisakis, Warner Bros.
  • "Our team likes having a resource that is more secure than just using Google and most experts using this service really know their stuff. It's nice to look here first versus using Google." Dayna Sellner, Lockheed Martin
  • "Anytime that I've been stumped with a problem, 9 out of 10 times Experts Exchange has either the accepted solution or an open discussion of the potential solution to the problem." Kenny Red, eBay Inc.

See what Experts Exchange can do for you.

Got a question?

We've got the answer.

Experts Exchange has been collecting answers to technology questions since 1996…3 million and counting! If you have a question, chances are we already have your answer.

Screenshot of Experts Exchange Knowledgebase

Need individual assistance?

Our experts are ready to help.

If you can't find the exact answer you're looking for, ask our exclusive community of 50,000 experts. You’ll get a personalized answer from a trusted professional.

Screenshot of Experts Exchange Knowledgebase

Want to learn from the best?

Read articles from industry experts.

Thousands of free tech tips, tricks, how-to’s and tutorials are available in our peer reviewed articles section. See for yourself how smart our experts are, no login required.

Screenshot of an Article

Working on a long term project?

Store your work and research.

Save solutions to your questions, answers you’ve discovered through searching plus helpful articles in your personal knowledgebase for easy future access.

Screenshot of Experts Exchange Knowledgebase

Access the answers to your technology questions today.

Subscribe Now

30-day free trial. Register in 60 seconds.

What Makes Experts Exchange Unique?

Members of the expert community talk about why the experience at Experts Exchange is different than what you will find anywhere else.

Trusted by the world's most respected brands.

image of each brand's logo

Faithfully serving IT professionals since 1996.

Experts Exchange Logo

Try it out and discover for yourself.

Subscribe Now

30-day free trial. Register in 60 seconds.

Related Solutions

  1. VBA Events in Excel Workbooks
    I am currently writing an application in which I need for any workbook opened in Excel to trigger the "Workbook_Open" Event in VBA. In Word, I simply put the code in "Normal.dot", and all documents that use "Normal.dot" as their template would h...
  2. Saving a macro in a new workbook from within VBA
    I have a template workbook that creates another workbook customised with the user input. I want to save this new workbook with a macro from the template workbook so that they can run this new macro for other purposes against their customised workbook as created above. Is thi...
  3. Creating new shared workbook with VBA
    Hi I have a macro in a regular workbook that creates a new workbook from a template. This is working fine. The code I'm using is this: Set newbook = Workbooks.Add("template.xlt") With newbook .Title = (newtitle) .SaveAs Filename:=(newworkbook &a...
  4. Deleting VBA Module from closed workbook
    Hi Experts, i need help for the following, I have an Excel Workbook template containing a VBA module which is being used weekly and the quantity is updated automatically when the it’s opened and is SaveAs a new document (Sales01-04-05.XLS). what happen now is that if I open ...
  5. Excel VBA - Run macro in anothe workbook
    Hi In Excel VBA, How would you run a macro or procedure in another Excel workbook Thanks
  6. Remove VBA Code from multiple workbooks
    Hi, I have a weird one. I have thousands of excel workbooks(2000/2003) with various revisions of VBA(password protected) embedded. To clean things up Ive created an xla with all the required code taken from the xls/vba- all the xls were originally created from a template wh...

Free Tech Articles

  1. WARNING: 5 Reasons why you should NEVER fix a computer for free.
    It is in our nature to love the puzzle. We are obsessed. The lot of us. We love puzzles. We love the challenge. We thrive on finding the answer. We hate disarray. It bothers us deep in our soul. W...
  2. SCCM OSD Basic troubleshooting
    SCCM 2007 OSD is a fantastic way to deploy operating systems, however, like most things SCCM issues can sometimes be difficult to resolve due to the sheer volume of logs to sift through and the dispe...
  3. Migrate Small Business Server 2003 to Exchange 2010 and Windows 2008 R2
    This guide is intended to provide step by step instructions on how to migrate from Small Business Server 2003 to Windows 2008 R2 with Exchange 2010. For this migration to work you will need the fo...
  4. Create a Win7 Gadget
    This article shows you how to create a simple "Gadget" -- a sort of mini-application supported by Windows 7 and Vista. Gadgets can be dropped anywhere on the desktop to provide instant information, ...
  5. Outlook continually prompting for username and password
    There have been a lot of questions recently regarding Outlook prompting for a username and password whilst using Exchange 2007. There are a few reasons why this would happen and I will try to cover t...
  6. Backup Exchange 2010 Information Store using Windows Backup
    There seems to be quite a lot of confusion around the ability to backup Exchange 2010 using the built in Windows Backup feature. This stems from the omission of this feature prior to Exchange 2007 s...

Cloud Class Webinars

  1. Avoiding Bugs in Microsoft Access
    Alison Balter takes and in-depth look at avoiding bugs in Access. In this webinar you will learn about using the immediate window to debug your applications, invoking the debugger, using breakpoints to troubleshoot, stepping through code, setting the next statement to execute, ...
  2. Top 10 Best New Features in Visio 2010
    Scott Helmers gives live demonstrations of the top 10 new features in Visio 2010. This webinar will teach you how to create compelling diagrams by adding shapes to the page with a single click, linking the shapes in a diagram to data in Excel (or SQL Server, or SharePoint), ...
  3. IT Consultant Business Secrets Revealed
    Michael Munger, Experts Exchange tech pro and IT consultant, pulls back the curtain on his very successful businesses and answers question on every IT consultant and business owner should know about. He shares secrets on what he did to solve the 5 most common problems in IT, ...
  4. Disaster Recovery and Business Continuity
    Quest CTO, Mike Billon, gives an overview of the steps involved in building a dunamic disaster recovery plan. Through case studies and an examination of software/hardware tooles for monitoring and testing, you'll gain a better understandin of where you are, where you want ...
  5. Organize Your Visio Diagrams with Containers and Lists
    Scott Helmers uses cross functional flowcharts, wireframe diagrams, data graphic legends and seating charts to teach you: how to ustilize all three new structured diagram components in Visio 2010, the best practices for organizeing shapes in previous version of Visio, how to organize ...
  6. How to Us Objects, Properties, Events and Methods in Microsoft Access
    Alison Dalter gives an in-depbth look at objects, properties, events and methods in Microsoft Access. In this webinar you will learn about using the object browser, referring to objects, working with properties and methods, working with object variables, understanding the ...

Join the Community

Give a Little. Get a Lot.

Join the community of experts here and help other tech pros by answering question in your area of expertise. You can earn FREE access to all Experts Exchange's premium features and resources.

Join the Community

Answers

 

by: matthewspatrickPosted on 2009-02-26 at 09:13:57ID: 23746945

Change:

Set worddoc = wordapp.Documents.Open("J:\Estimate System\Word Estimate.dotm")

to:

Set worddoc = wordapp.Documents.Add("J:\Estimate System\Word Estimate.dotm")

 

by: accitxPosted on 2009-02-26 at 09:15:09ID: 23746958

I tried that but it still seems to give the same result.

Any idea how to force the document to save to save location as the excel document that opened it?

 

by: matthewspatrickPosted on 2009-02-26 at 09:31:49ID: 23747154

worddoc.SaveAs ActiveWorkbook.Path & "\" & "name for doc here"


BTW, why are you saving the document as a template?

 

by: accitxPosted on 2009-02-26 at 09:34:35ID: 23747190

Well I am trying to not to save it as a template.  But it keeps doing that for some reason.

I really am having a hard time with this all because i am so new to programing.

 

by: accitxPosted on 2009-02-26 at 09:41:00ID: 23747271

Okay here is what seems to work.  I will need to have the users test for a few days but i think this solves it.

'VBA EXCEL CODE
 
Sub CreateEstimate()
 
pName = Sheets("Bid Sheet").Range("B1")
pLocation = Sheets("Bid Sheet").Range("B2")
EDate = Format(Now(), "dddd, mmmm dd , yyyy")
eNumber = Format(Now(), "mmddyyhhmmss")
eAmount = FormatCurrency(Sheets("Bid Sheet").Range("E71"), 2)
 
vMyEstimateWording = "j:\" & Year(Now()) & "\" & pLocation & " -" & pName & "\1 - Bid Sheet\Bid Day\"
 
Set wordapp = CreateObject("Word.Application")
Set worddoc = wordapp.Documents.Add("J:\Estimate System\Word Estimate.dotm")
    wordapp.Visible = True
 
With worddoc
    .Bookmarks("pName").Range.InsertAfter pName
    .Bookmarks("pLocation").Range.InsertAfter pLocation
    .Bookmarks("eDate").Range.InsertAfter EDate
    .Bookmarks("eNumber").Range.InsertAfter eNumber
    .Bookmarks("eAmount").Range.InsertAfter eAmount
    .SaveAs vMyEstimateWording & pName & "-" & pLocation & "-" & eNumber & ".docm"
End With
 
'worddoc.Save
 
End Sub
 
 
'WORD VBA CODE
Sub EMailPDFCopy()
    Dim vFullName As String
    Dim vPath As String
    Dim vSubject As String
    Dim vBody As String
    Dim vName As String
    Dim bStarted As Boolean
    Dim vSplitTest As Variant
 
    On Error Resume Next
        
    vFullName = Application.ActiveDocument.FullName
    vName = Left(Application.ActiveDocument.Name, Len(Application.ActiveDocument.Name) - 5)
    vSplitTest = Split(vName, "-")
    vPath = "j:\" & Year(Now()) & "\" & pLocation & " -" & pName & "\1 - Bid Sheet\Bid Day\"
    vNewName = Left(Application.ActiveDocument.FullName, Len(Application.ActiveDocument.FullName) - 4) & "PDF"
    vSubject = "ESTIMATE - JOB NAME: " & vSplitTest(0) & "  ADDRESS:  " & vSplitTest(1) & "  ESTIMATE #:  " & vSplitTest(2)
    vBody = "Thank you for giving us the opportunity to bid this project.  " & _
                "Please let us know if there is anything else you may need.  " & vbNewLine & _
                "Also keep in mind that we are very aggressive and have the" & _
                " ability to offer voluntary alternates or even design build options to reduce costs.  " & _
                "Most our Voluntary Alternates can be provided in less than 48 hours."
    vSignature = vbNewLine & vbNewLine & "Thank You," & vbNewLine & "ACCI" & vbNewLine & vbNewLine & _
                    "Main: (512) 692-4778 Option 2" & vbNewLine & _
                    "Toll Free: (877) 8AC-CITX (22-2489) Option 2" & vbNewLine & _
                    "Fax: (512) 266-7128" & vbNewLine & "E -Mail: Ron@ accitx.com" & vbNewLine & _
                    "WEB: http://www.accitx.com"
    
    ChangeFileOpenDirectory vPath
        
    Application.ActiveDocument.Save
    
    ActiveDocument.ExportAsFixedFormat OutputFileName:= _
        vNewName, ExportFormat:=wdExportFormatPDF, OpenAfterExport:=False, OptimizeFor:= _
        wdExportOptimizeForPrint, Range:=wdExportAllDocument, From:=1, To:=1, _
        Item:=wdExportDocumentContent, IncludeDocProps:=True, KeepIRM:=True, _
        CreateBookmarks:=wdExportCreateNoBookmarks, DocStructureTags:=True, _
        BitmapMissingFonts:=True, UseISO19005_1:=False
 
    If Len(ActiveDocument.Path) = 0 Then
        MsgBox "Document needs to be saved first"
        Exit Sub
    End If
 
    Set oOutlookApp = GetObject(, "Outlook.Application")
    Set oItem = oOutlookApp.CreateItem(olMailItem)
 
    With oItem
        .To = ""
        .Subject = vSubject
        '.GetInspector ' Dont think this is needed or maybe i am not using the correct syntax.
        .Body = vBody & vSignature
        .Attachments.Add vNewName
        .Display
    End With
 
    Set oItem = Nothing
    Set oOutlookApp = Nothing
 
End Sub

                                              
1:
2:
3:
4:
5:
6:
7:
8:
9:
10:
11:
12:
13:
14:
15:
16:
17:
18:
19:
20:
21:
22:
23:
24:
25:
26:
27:
28:
29:
30:
31:
32:
33:
34:
35:
36:
37:
38:
39:
40:
41:
42:
43:
44:
45:
46:
47:
48:
49:
50:
51:
52:
53:
54:
55:
56:
57:
58:
59:
60:
61:
62:
63:
64:
65:
66:
67:
68:
69:
70:
71:
72:
73:
74:
75:
76:
77:
78:
79:
80:
81:
82:
83:
84:
85:
86:
87:
88:
89:
90:
91:

Select allOpen in new window

 

by: dlc110161Posted on 2009-02-26 at 10:42:16ID: 23747978

Unless you are storing macro code in your Word document, you can change the file extension to .docx which should create smaller files for you.

Dawn Crosier-Bleuel
Word MVP

 

by: accitxPosted on 2009-02-26 at 11:01:02ID: 23748177

Well if i do that then the user wont have access to use the macro i created so they wouldnt have to learn how to send the document in email in PDF format.  My users are pretty lazy.

 

by: dlc110161Posted on 2009-02-26 at 13:37:49ID: 23750152

Smile! Since your document contains a macro - then .docm is absolutely the correct format for your document. We spoil our users quite a bit around here too.

Dawn Crosier-Bleuel
Word MVP

 

by: accitxPosted on 2009-03-06 at 06:12:36ID: 23816633

Mathew, You asked me why i was saving the document as a template?  Can yiou help me figure out where i am doing that at?

The only reason the document i amhaving them open is a template is so that the wont get read only errors and the VBA code will copy over.  I want the document to save as a DOCM.

20120131-EE-VQP-002

3 Ways to Join

30-Day Free Trial

The Experts

98% positive feedback on 31,087 answers since March 2000. angeliii is a Microsoft Most Valuable Professional for his work with MS SQL Server & Develoment.

He has also proven his knowledge of Visual Basic Programming, PHP Scripting and Oracle Databases.

The Experts

97% positive feedback on 10,752 answers since July 2000. lrmoore has more than 18 years experience in the networking industry.

The six-time Mircosoft MVPs specialties include firewalls, virtual private networking, and network management.

Testimonials

"...and excellent source for support... Kind of like having your very own IT dept." Electriciansnet

Testimonials

"I was apprehensive at signing up at first. However... it has already made my life as an IT administrator much easier." JaCrews

Testimonials

"WOW! You guys have great, active, and knowledgeable people on here." moore50

Business Clients

Business Clients

In the Press

"If you’ve got a question... Experts Exchange can supply an answer.”

In the Press

"...an invaluable aid for both IT professionals and those who require tech support."

In the Press

"where IT professionals provide quick answers on just about any topic"

Business Account Plans

Loading Advertisement...