Save as default to first line of text Kate <kzlists[ at ]nospam.com> 12/24/2008 12:03:41 PM 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

Re: Save as default to first line of text "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> 12/24/2008 2:28:44 PM 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 "Kate" <kzlists[ at ]nospam.com> wrote in message news:uByeN$bZJHA.4424[ at ]TK2MSFTNGP05.phx.gbl... [Quoted Text] >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 >

Re: Save as default to first line of text "Beth Melton" <bmelton[ at ]mvps.org> 12/24/2008 3:58:54 PM "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> wrote in message news:OZK5HQdZJHA.1336[ at ]TK2MSFTNGP02.phx.gbl... [Quoted Text] > 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

Re: Save as default to first line of text "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> 12/24/2008 5:55:30 PM 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" <bmelton[ at ]mvps.org> wrote in message news:OdDpdJeZJHA.3496[ at ]TK2MSFTNGP04.phx.gbl... [Quoted Text] > "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> wrote in message > news:OZK5HQdZJHA.1336[ at ]TK2MSFTNGP02.phx.gbl... >> 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 > >

Re: Save as default to first line of text "Beth Melton" <bmelton[ at ]mvps.org> 12/24/2008 8:57:34 PM 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" <sbarnhill[ at ]mvps.org> wrote in message news:ewdHoDfZJHA.256[ at ]TK2MSFTNGP06.phx.gbl... [Quoted Text] > 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. > > "Beth Melton" <bmelton[ at ]mvps.org> wrote in message > news:OdDpdJeZJHA.3496[ at ]TK2MSFTNGP04.phx.gbl... >> "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> wrote in message >> news:OZK5HQdZJHA.1336[ at ]TK2MSFTNGP02.phx.gbl... >>> 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?

Re: Save as default to first line of text "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> 12/24/2008 11:49:40 PM 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 "Beth Melton" <bmelton[ at ]mvps.org> wrote in message news:OI6pzsgZJHA.556[ at ]TK2MSFTNGP06.phx.gbl... [Quoted Text] > 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" <sbarnhill[ at ]mvps.org> wrote in message > news:ewdHoDfZJHA.256[ at ]TK2MSFTNGP06.phx.gbl... >> 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. >> >> "Beth Melton" <bmelton[ at ]mvps.org> wrote in message >> news:OdDpdJeZJHA.3496[ at ]TK2MSFTNGP04.phx.gbl... >>> "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> wrote in message >>> news:OZK5HQdZJHA.1336[ at ]TK2MSFTNGP02.phx.gbl... >>>> 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? > > >

Re: Save as default to first line of text Kate <kzlists[ at ]nospam.com> 12/25/2008 12:35:05 AM Thanks so much. That did it. It's taking me a bit to get used to what's where in 2007. Suzanne S. Barnhill wrote: [Quoted Text] > 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. >

Re: Save as default to first line of text "Beth Melton" <bmelton[ at ]mvps.org> 12/26/2008 5:50:34 PM 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 "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> wrote in message news:Osif6NiZJHA.1184[ at ]TK2MSFTNGP05.phx.gbl... [Quoted Text] > 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> > > "Beth Melton" <bmelton[ at ]mvps.org> wrote in message > news:OI6pzsgZJHA.556[ at ]TK2MSFTNGP06.phx.gbl... >> 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. >> >> "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> wrote in message >> news:ewdHoDfZJHA.256[ at ]TK2MSFTNGP06.phx.gbl... >>> 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. >>> >>> "Beth Melton" <bmelton[ at ]mvps.org> wrote in message >>> news:OdDpdJeZJHA.3496[ at ]TK2MSFTNGP04.phx.gbl... >>>> "Suzanne S. Barnhill" <sbarnhill[ at ]mvps.org> wrote in message >>>> news:OZK5HQdZJHA.1336[ at ]TK2MSFTNGP02.phx.gbl... >>>>> 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?