How to specify the default name of a file created from a Word template

Specify the default file name when saving a document

How to specify the default name of a file created from a Word template

Word automatically uses the initial text in a template for the name of the file, which is often not your preferred name. To change it, you need to set your preferred name under the properties of the file template (which is a .dotx file).

Go to: FILE > INFO > PROPERTIES

Specify your template's TITLE (this will be used as the default name when the document created from your template is saved):

Specifying the default name of a file created from a Word templateSpecifying the default name of a file created from a Word template

Save your template. Any new documents created from your template file will default to he name specified.

    • Related Articles

    • Brand Tools: Adding Word Style Sets to Toolbars

      How do I add Word Style Sets to my BrandOffice Toolbars? Creating style sets and adding these to your toolbars can be done as follows: Take an existing document which contains the styles you would like to share on a toolbar OR create a new document ...
    • Working with BrandMail Mail templates

      Getting the most out of BrandMail mail templates Before getting started with mail templates, it is useful to ensure your Microsoft Word settings are optimised for the creation of mail templates. Here are some settings to check before getting started. ...
    • Adding Documents to BrandOffice Toolbars

      As an administrator you can add the following types of documents to toolbars:  Word, Excel, PPT Templates Word Inserts (content) PPT slides Chart Templates Stock Data Chart Template PDF BrandArt Image URL  Add Word, Excel, PPT Templates When adding ...
    • Create a mailer using an existing mail template

      How to create new mailers using existing mail headers and mail templates STEP 1: Edit mailer header artwork Locate your mailer header on the relevant toolbar and edit the text as required. STEP 2: Download header image Download your updated header ...
    • Adding Signature Metadata via Import File

      Adding Signature Metadata via Import File: Adding User Signature Metadata (USM) into the BQIgnite Admin console may be done in three ways:  1.  Automatically via an Azure Active Directory Integration 2. Manually (one record at a time) 3. User ...