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Batch Convert 2007 Word Douments to Templates

Posted on 2011-09-12
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Last Modified: 2012-08-14
Is there a easy way to convert 2007 Word Documents into Templates?
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Question by:covxx
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Expert Comment

by:GrahamSkan
ID: 36524611
You could just rename them and move them to where you keep your templates.
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Author Comment

by:covxx
ID: 36524708
I'm not a great office person could you expalin. What she has is a couple hundred Word doc's that people keep making changes to. I think that we will cut the problems down if they are turned into templates and when they go to save it will prompt them for a new file name. Thanks for your help!
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Expert Comment

by:Helen_Feddema
ID: 36524953
Sounds like a good idea - but you need more than just saving them as templates, so after the conversion, check to see if they need any special features that are relevant to templates, have the right fonts and styles, etc.

Here is some code that will convert all the .doc files in a selected folder to .dot files (Word 97/2003 templates).  It is Word VBA, and requires a reference to the Scripting Runtime Library.

Public Sub ConvertDocsToTemplates()
'Created by Helen Feddema 12-Sep-2011
'Last modified by Helen Feddema 12-Sep-2011

On Error GoTo ErrorHandler

   Dim fld As Scripting.Folder
   Dim fil As Scripting.File
   Dim strFolder As String
   Dim fso As New Scripting.FileSystemObject
   Dim strFile As String
   Dim strFileAndPath As String
   Dim doc As Word.Document
   
   strFolder = "G:\Documents\Documents to Convert"
   Set fld = fso.GetFolder(strFolder)
   
   For Each fil In fld.Files
      strFile = fil.Name
      Debug.Print "File: " & strFile
      If Right(strFile, 3) = "doc" Then
         strFileAndPath = strFolder & "\" & strFile
         Set doc = Application.Documents.Open(strFileAndPath)
         doc.SaveAs2 FileName:="Test Doc.dot", _
            FileFormat:=wdFormatTemplate
         doc.Close
      End If
   Next fil
   
ErrorHandlerExit:
   Exit Sub

ErrorHandler:
   MsgBox "Error No: " & Err.Number _
      & " in ConvertDocsToTemplates procedure; " _
      & "Description: " & Err.Description
   Resume ErrorHandlerExit

End Sub

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LVL 31

Expert Comment

by:Helen_Feddema
ID: 36524979
I ran this code in Word 2010; for older versions of Word, use SaveAs instead of SaveAs2.
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Accepted Solution

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Helen_Feddema earned 250 total points
ID: 36524995
I just realized that I have a hard-coded save name (that's the problem with recording macros!).  Here is is again:
Public Sub ConvertDocsToTemplates()
'Created by Helen Feddema 12-Sep-2011
'Last modified by Helen Feddema 12-Sep-2011

On Error GoTo ErrorHandler

   Dim fld As Scripting.Folder
   Dim fil As Scripting.File
   Dim strFolder As String
   Dim fso As New Scripting.FileSystemObject
   Dim strFile As String
   Dim strFileAndPath As String
   Dim doc As Word.Document
   Dim strSaveName As String
   
   strFolder = "G:\Documents\Documents to Convert"
   Set fld = fso.GetFolder(strFolder)
   
   For Each fil In fld.Files
      strFile = fil.Name
      Debug.Print "File: " & strFile
      If Right(strFile, 3) = "doc" Then
         strFileAndPath = strFolder & "\" & strFile
         Set doc = Application.Documents.Open(strFileAndPath)
         strSaveName = Left(strFile, Len(strFile) - 1) & "t"
         doc.SaveAs2 FileName:=strSaveName, _
            FileFormat:=wdFormatTemplate
         doc.Close
      End If
   Next fil
   
ErrorHandlerExit:
   Exit Sub

ErrorHandler:
   MsgBox "Error No: " & Err.Number _
      & " in ConvertDocsToTemplates procedure; " _
      & "Description: " & Err.Description
   Resume ErrorHandlerExit

End Sub

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Author Closing Comment

by:covxx
ID: 36526599
Thank you very much!
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