Hi Ann,

Have you tried repurposing the built-in Document Property Content Controls? It is quite simple and requires no programming. If you have not, please take a look at my page. Such controls update automatically and a change in one is reflected in all copies. IMO, this is simpler and also more robust than the bookmark/cross-reference method.

The second method you refer to is much more flexible and powerful but does require programming skill. It is a UserForm which is a custom dialog box. Changes made in the body of the document, though, are not automatically reflected elsewhere in the document nor in the UserForm. To me, the video is problematic because it starts with a document rather than a template (bad idea).

See: Create a Simple Userform by Graham Mayor, MVP

If all you want is repeating data, IMO, mapped content controls are almost always the way to go because of the instant updating. Userforms are incredibly powerful and flexible but require more skill to set up.