Microsoft Word VBA To Save Document As A PDF In Same Folder
What This VBA Macro Code Does
The business world has increasingly become more reliant on mobile computing with devices such as tablets and smartphones becoming mainstream. This, in turn, has provided an elevated demand for analysts to turn spreadsheets into PDF documents so management can view your reports on the go.
Below is a simple VBA macro that will allow you to quickly turn your Microsoft Word Document into a PDF file in a snap. The code is written to save your PDF in the same folder as the Word Document file currently resides. If you need to make modifications, hopefully, you will be able to follow along with my code comments and customize the code to your specific needs.
Sub Word_ExportPDF() 'PURPOSE: Generate A PDF Document From Current Word Document 'NOTES: PDF Will Be Saved To Same Folder As Word Document File 'SOURCE: www.TheSpreadsheetGuru.com/the-code-vault Dim CurrentFolder As String Dim FileName As String Dim myPath As String Dim UniqueName As Boolean UniqueName = False 'Store Information About Word File myPath = ActiveDocument.FullName CurrentFolder = ActiveDocument.Path & "\" FileName = Mid(myPath, InStrRev(myPath, "\") + 1, _ InStrRev(myPath, ".") - InStrRev(myPath, "\") - 1) 'Does File Already Exist? Do While UniqueName = False DirFile = CurrentFolder & FileName & ".pdf" If Len(Dir(DirFile)) <> 0 Then UserAnswer = MsgBox("File Already Exists! Click " & _ "[Yes] to override. Click [No] to Rename.", vbYesNoCancel) If UserAnswer = vbYes Then UniqueName = True ElseIf UserAnswer = vbNo Then Do 'Retrieve New File Name FileName = InputBox("Provide New File Name " & _ "(will ask again if you provide an invalid file name)", _ "Enter File Name", FileName) 'Exit if User Wants To If FileName = "False" Or FileName = "" Then Exit Sub Loop While ValidFileName(FileName) = False Else Exit Sub 'Cancel End If Else UniqueName = True End If Loop 'Save As PDF Document On Error GoTo ProblemSaving ActiveDocument.ExportAsFixedFormat _ OutputFileName:=CurrentFolder & FileName & ".pdf", _ ExportFormat:=wdExportFormatPDF On Error GoTo 0 'Confirm Save To User With ActiveDocument FolderName = Mid(.Path, InStrRev(.Path, "\") + 1, Len(.Path) - InStrRev(.Path, "\")) End With MsgBox "PDF Saved in the Folder: " & FolderName Exit Sub 'Error Handlers ProblemSaving: MsgBox "There was a problem saving your PDF. This is most commonly caused" & _ " by the original PDF file already being open." Exit Sub End Sub
Function To Validate Save File Name
Below is a function that you will need to paste in along with the above macro. The VBA function provides a way of testing any file name your users provide to save the PDF document as.
Function ValidFileName(FileName As String) As Boolean 'PURPOSE: Determine If A Given Word Document File Name Is Valid 'SOURCE: www.TheSpreadsheetGuru.com/the-code-vault Dim TempPath As String Dim doc As Document 'Determine Folder Where Temporary Files Are Stored TempPath = Environ("TEMP") 'Create a Temporary XLS file (XLS in case there are macros) On Error GoTo InvalidFileName Set doc = ActiveDocument.SaveAs2(ActiveDocument.TempPath & _ "\" & FileName & ".doc", wdFormatDocument) On Error Resume Next 'Delete Temp File Kill doc.FullName 'File Name is Valid ValidFileName = True Exit Function 'ERROR HANDLERS InvalidFileName: 'File Name is Invalid ValidFileName = False End Function
Same Macro Functionality For Other Office Applications
Upon request, I have made similar macros for other Office Applications you may use on a regular basis to convert their files into PDF documents. The links to those specific posts are as follows:
Using VBA Code Found On The Internet
Now that you’ve found some VBA code that could potentially solve your Excel automation problem, what do you do with it? If you don’t necessarily want to learn how to code VBA and are just looking for the fastest way to implement this code into your spreadsheet, I wrote an article (with video) that explains how to get the VBA code you’ve found running on your spreadsheet.
Getting Started Automating Excel
Are you new to VBA and not sure where to begin? Check out my quickstart guide to learning VBA. This article won’t overwhelm you with fancy coding jargon, as it provides you with a simplistic and straightforward approach to the basic things I wish I knew when trying to teach myself how to automate tasks in Excel with VBA Macros.
Also, if you haven’t checked out Excel’s latest automation feature called Power Query, I have put together a beginner’s guide for automating with Excel’s Power Query feature as well! This little-known built-in Excel feature allows you to merge and clean data automatically with little to no coding!
How Do I Modify This To Fit My Specific Needs?
Chances are this post did not give you the exact answer you were looking for. We all have different situations and it’s impossible to account for every particular need one might have. That’s why I want to share with you: My Guide to Getting the Solution to your Problems FAST! In this article, I explain the best strategies I have come up with over the years to get quick answers to complex problems in Excel, PowerPoint, VBA, you name it!
I highly recommend that you check this guide out before asking me or anyone else in the comments section to solve your specific problem. I can guarantee that 9 times out of 10, one of my strategies will get you the answer(s) you are needing faster than it will take me to get back to you with a possible solution. I try my best to help everyone out, but sometimes I don’t have time to fit everyone’s questions in (there never seem to be quite enough hours in the day!).
I wish you the best of luck and I hope this tutorial gets you heading in the right direction!
After 10+ years of creating macros and developing add-ins, I've compiled all the hacks I wish I had known years ago!
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Chris is a finance professional and Excel MVP recognized by Microsoft since 2016. With his expertise, he founded TheSpreadsheetGuru blog to help fellow Excel users, where he shares his vast creative solutions & expertise. In addition, he has developed over 7 widely-used Excel Add-ins that have been embraced by individuals and companies worldwide.