Move open files from folder to folder

pedroc74

New Member
Joined
Aug 23, 2011
Messages
12
Hello
I have three folders in which I record my budgets, the folder "Making Budget", "Budgets finished" and "Sold Budgets"
When I open the original file the first thing I do is save the file "client name & number & date" and record in the "Making Budgets." When I finished the budget I record it in the "budget done." If the customer gives the okay to the budget I record in the "Sold budgets." I'm currently doing this manually.
Is there any chance to do this with a macro in a open file?
My idea is I can change the folder by clicking button on the open document

thanks

Peter
 

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Hi Peter

I presume currently you do this with SaveAs or do you physically drag the file from one folder to the next (ie a cut & paste operation)? If SaveAs, do you then delete the copy in the previous folder eg if moving from "Making Budgets" to "Budgets Finished", do you remove any copy in Making Budgets?
 
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Hello Richard

is exactly how I do. I am responsible for that part. All my colleagues launch budgets but I who have to categorize them and it takes me a long time and every week I have to meet to check all existing budgets.

If I could do this automatically ...
 
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