Richard, that code works, but I have realized a different issue with the code. As mentioned above, in this thread, the user needs to be able to open an existing file (example: 10013_Joe_Doe.xltm) and then click on the control button #142 which opens the "Save As" dialoque box, and the default file name, remains the same 10013_Joe_Doe.xltm.
As the code is currently written, that works, but what the user needs to be able to do, is modify the file name, by only changing the number associated with it (ie. 10013), they would change the file to 13157_Joe_Doe.xltm for example. As the code is written, it does not allow you to modify that name.
I have attached a flow chart of how the user would open the template file, modify it and save it as a quote, and then open the quote file, and modify it, click on the control button #142, and change the number on the file name, and save it in the desired file folder. Hope this makes sense, and is possible. Thanks