I use casework management software that I draft letters in, which it can then open up in Word for further editing or printing. The Word document is created in the background and stored remotely, so the document that opens isn't just transferring the letter contents to a new Word document. Any changes in Word can be saved and the updated version is transferred remotely in the background, without me having to specify a save location every time.

What I would like to do is save a local second copy of each Word document created and opened from the casework software (but only the casework software!), but without having to specify a location every time. The location wouldn't change. Is there a way I can tell Word to also save a second copy at a specified location without me having to use Save As?


Is there a way I can tell Word to also save a second copy at a specified location?

Yes. You can modify the FileSave command:

This example takes you through the steps needed to modify the FileSave command.

  1. Press AltF8 .

  2. In the Macros in box, select Word commands.

  3. In the Macro name box, select "FileSave".

  4. In the Macros in box, select a template or document location to store the macro. For example, select "Normal.dot (Global Template)" to create a global macro (this modifies the FileSave command for all documents that use the normal tempate).

  5. Click Create.

The FileSave macro appears as shown below.

Sub FileSave() 
' FileSave Macro 
' Saves the active document or template 

End Sub

You can add additional instructions or remove the existing ActiveDocument.Save instruction. Now every time the FileSave command runs, your FileSave macro runs instead of the Word command. To restore the original FileSave functionality, you need to rename or delete your FileSave macro.

Source Modifying a Word Command

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