Thank you for your guidance with this. I actually got it to work, what I did was use the ctrl9 to get my double brackets. I then typed IF and without spacing after IF, I inserted the merge field and completed my formula, then I would highlight the formula and then toggle to get the MERGEFIELD to appear. I still was receiving both names instead of replacing, so I did more research and followed this tip: I highlighted the inserted merged field as well as the name I did not want. I then book marked them, and went to format/font/hidden . . . worked perfectly. Names are still in the background but are not visible.

My biggest concern is that this template may be used by many individuals and when I open the template is not visible, even unhidden fields. Is there a way that the unhidden formula can be visible when opening the template so it does not accidently get deleted or is making it a read only the best option. . . only problem with this is I may not have all the names of individuals to specify who has and who does not have rights.

Thanks again for your guidance.