Save as default to first line of text

[Kate]

I converted an old 2003 template to 2007. The Save feature on the old
would default to the first line of text. Well now it must have picked up
something and now always suggest Getting Started as the default file
name. Can I fix that?
TY
Kate

 

[Suzanne S. Barnhill]

The suggested filename will always be the Title property of a document if
such exists; if not, the first text in the document (up to the first
punctuation mark) will be suggested. If a template's Title property is not
blank, then its Title will be inherited by all documents based on it. Open
the template for editing, go to Office Button | Prepare | Properties, click
on "Document Properties," and choose "Advanced Properties..." (and don't ask
why you have to click a button to get a single-item menu and then click
again to get the dialog). On the Summary tab, clear any title that is
present, OK out, then save the template.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
http://word.mvps.org

 

[Beth Melton]

Office Button | Prepare | Properties, click on "Document Properties," and
choose "Advanced Properties..." (and don't ask why you have to click a
button to get a single-item menu and then click again to get the dialog).
On the Summary tab, clear any title that is present, OK out, then save the
template.

I know this wasn't asked but to provide some what of an explanation, the
reason the file properties seem a little buried is because if you are using
Windows Vista the file properties can be accessed from the file system
dialog boxes, such as the Save As dialog box. I guess MS felt they didn't
need to provide a higher level of visibility since there is an alternate
means to access them. Of course they weren't considering the Windows XP
users either. ;-)

Also, the Title property can be accessed directly from the Document
Information Panel (the panel that initially displays at the top of the
document). You don't need to use the Advanced Properties option to get to
it. Are you able to see the Document Information Panel or is it empty?
--
~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx

 

[Suzanne S. Barnhill]

Thanks, Beth. My recollection was that the Document Information Panel didn't
provide access to the properties I was interested in without having to go
through the Document Properties | Advanced Properties... route there as
well. I've long since added a QAT button to access the Properties dialog
directly.

Also, note that the Document Information Panel does not display
automatically unless you have chosen to have it do so. I'm pretty sure it
isn't displayed by default because, when I was trying to find a substitute
for the "Prompt for document properties" option in the Save Options in Word
2003 and earlier, that was recommended to me. I tried it briefly and found
it wasn't what I wanted at all, so I disabled it again. But I did have to
explicitly enable it.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
http://word.mvps.org

 

[Beth Melton]

I'm wondering if we're talking about two different things. The automatic
display of the Document Information Panel option, automatically displayed
when you open or save a file, can be accessed on the Developer tab after
clicking Document Panel. This option isn't in Word Options any longer.
Here's the rub, if you don't have InfoPath installed then the Document Panel
button will not be displayed. A big oversight on Microsoft's part I think.

But regardless of whether you have this option set the Document Information
Panel should display when you use the Office Button/Prepare/Properties.
~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx

 

[Suzanne S. Barnhill]

I'm not disputing any of this. I'm saying that under no conditions does the
Document Panel display automatically on my system. It opens only when I
explicitly open it. And when I do open it, it still takes two more clicks to
get to the document properties I'm interested in, which is why I have added
the Advanced Document Properties button to my QAT.

What I'm saying is that the setting to display the Document Panel
automatically on Open and Save is off by default. When I click on the
Document Panel button on the Developer tab, I get a dialog called Document
Information Panel with a bunch of stuff I don't understand. The only things
I understand in that dialog are the check box for "Always show Document
Information Panel on document open and initial save," which is unchecked,
and the OK button, which opens the panel.

So here's the comparison:

Developer | Document Panel | Document Information Panel | Document
Properties | Advanced Properties | Statistics: 6 clicks

Office Button | Prepare | Properties | Document Properties | Advanced
Properties | Statistics: 6 clicks

Advanced Document Properties (on QAT) | Statistics: 2 clicks

I've got a Properties button on the toolbar in Word 2003 as well. What I'm
usually looking for is the editing time, since I frequently forget to start
my clock timer when I start working on a job for a client. <g>

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
http://word.mvps.org

 

[Kate]

Thanks so much. That did it. It's taking me a bit to get used to what's
where in 2007.

 

[Beth Melton]

Ah, if what you are interested in is the editing time then I can see how it
would take several clicks to get to what you want using the defaults in the
UI.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx