I am as confused as my old friend Greg. Your workbook has client names and data associated with the provider, but your document is client oriented and the information relating to the client is not present in the workbook, and the fields relating to the provider are not present in the document.
It is easy enough to grab the information associated with a particular record and apply it to the document, but if you are going to do it with content controls, then you need to have the content controls titled and/or tagged and the information you want in them must be available from the worksheet record.
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Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com
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