That sounds like a good approach. But I do have a couple of questions

1) Is there a good way to call up the userform after the initial creation of the document? Right now in your example doc if the person clicks on the protected area they would have no way of knowing they can only change that field by opening the userform.
What would be ideal is when the person clicks on the protected text the userform automatically opens. Another alternative is when the user clicks on the protected text a note pops up telling the user how to open the userform.

2) The problem is I don't want to put a macro button on the page because won't that show up when the document is printed?

3) If the section is protected and info can only be put in via the form do I need to turn protection off and then turn it back in VBA when the form goes to enter the update? What is the code for that?

Thanks