Have you considered the much simpler Bookmark and Cross Reference? I find this works well to repeat names and titles and such on the fly. You simply highlight the forename in the first place it appears, do Insert Bookmark, and give it a name (like Forename), and the same for Surname. Where you want them to reappear, use Insert Cross Reference, and choose the bookmarks you want.

The only slightly tricky part for me about this is that if I'm working with documents and coworkers are going to be in there too, they should have "show bookmarks" checked in their Advanced Settings, so that they see the brackets surrounding the original bookmarked text. Otherwise, they tend to backspace-delete the brackets and not understand why they broke it.

I've also tried this method I found on YouTube. Basically you create a pop-up form that comes up when you first open a template, where you fill in the pertinent information. Then you close it, and it populates the document in the fields. The advantage of this is that the form isn't visible/printable, and yet it won't be deleted. https://www.youtube.com/watch?v=5adLGJjVYWY

Ann