How to Transfer Macros in Microsoft Word 2007

Document Specific Macros

When creating a macro, you have the option to store it in the global template or in the Word 2007 document in which you are currently working. If you store it in the global template, it will be usable by any document you open in Word. However, if you store a macro in a single document only, you can still transfer that macro to other documents at a later date if needed.

Save Source Document as a Template

In order to transfer macros from one document to another, the source document containing the original macros needs to be saved as a Microsoft Word template. To save a document in this manner, click on the Office button, select Save As, and then choose Word Template. (Click the image below for a larger view.)

Save as Word Template

With the document stored in this format, you’ll be able to transfer the embedded macros to other Word files.

How to Transfer Macros

Step 1: Open or create the document to which you want to add the pre-existing macros.

Step 2: Open the Developer tab on the Word ribbon, and click on Macros. If you don’t see the Developer tab, refer to Part 1 of this series to find out how to make it visible.

Developer Tab

Step 3: Click the Organizer button in the Macros window.

Macros Window

Step 4: Make sure that you are on the Macro Project Items tab in the Organizer window. On the left-hand side of this window, choose the document that you want to copy the macros into from the Macro Project Items available in drop down box if it is not already selected. On the right-hand side of the window, click the Close File button. See the screenshot below for an example of this.

Organizer Window

Step 5: The Close File button that was clicked in the previous step should now show as an Open File button.

Open File

Click the Open File button and locate the document template that contains the macros you wish to transfer to the new document.

Transfer Macros

Step 6: Select each macro that you wish to transfer and click the Copy button.

Copy Macros

Now, the transferred macros will be present and accessible in the new document. If you want to email or share this macro with another user, make sure you save this new document as a Word template first and then distribute the template file.

This post is part of the series: Macros in MS Word 2007

One way to improve efficiency and increase productivity in Microsoft Word 2007 is to utilize custom macros. This set of articles will give several tips and tricks for creating and using these powerful tools.
  1. Macro Creation in Microsoft Word 2007
  2. Assigning Shortcuts to Macros in Word 2007
  3. Transferring Macros in Word 2007