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Putting client name at front of Excel, Word &pdf

Is there a program that will do this?

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I need to rename all my Excel, Word and pdf files with client name in front. Many of them don't bear the client name in the title at present. Is there a program that would do this for all existing files? How would I get an automatic client name when saving new files?

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18th Jul 2018 12:24

If you have the files in client folders then Bulk Rename - here https://www.bulkrenameutility.co.uk/Main_Intro.php - works pretty well using wild cards.

As for getting the client name automatically for new files surely you just need to be strict with yourself in following your file naming protocol?

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By Grundy
18th Jul 2018 12:30

How good are you with VBA? http://www.dragondrop.com/default.asp find and replace macro for word has some useful code snippets which would help you build something yourself

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18th Jul 2018 12:49

Should be able to do the first with a DOS command I would have thought: https://www.computerhope.com/renamehl.htm

dunno about the second. MS Flow?

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18th Jul 2018 14:30

For a quick rename I would recommend the "advanced rename" function within FileLocator Lite (free for commercial use). It's also a very handy search program.

https://www.mythicsoft.com/filelocatorlite/download/

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26th Jul 2018 16:08

Sounds like a custom build application to me.

I did a similar one the other day for a chap who asked me to list all his Excel Workbooks and Word Documents from an Add-In using VBA.

Here is a link to it:

www.fd4cast.com/ListExcelWordFiles.zip

When you load it the Add-In should appear between the 'File' tab and the 'Home' tab on the main ribbon. Let me know if you don't see it.

Happy to customise it to do what you would like it to do if you want to discuss further.

See more case studies at:

http://fd4cast.co.uk/resources/case-studies/

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27th Jul 2018 11:36

I use Nexusfile
Also handy for copying files when some are in the destination already as it will intelligently check rather than the windows standard ???

As for naming new files - you just need to be disciplined with your naming convention

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