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Also, is there a way I can use VBA to auto-update when the document is opened, that way if there are any changes to the source document the user won't have to manually hit F9 to update?
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Instructions for Installing Macros from Forums or Websites by Graham Mayor, MVP
If your rename his UpdateAll macro shown as an example to AutoOpen and place it in your Document it will update all fields when the document is opened.
If you need something more refined (i.e., only certain fields) write back.