Not quite sure where you are trying to go here!?! Any chance you could upload the two documents with annotations as to what you want to happen to what! (Please remember to remove all personal data!)

And, is this something that you want to run from a template automatically when you open it?
Is it going to be saved and then sent on to someone else?
Do you want it to update every time it's opened?

Hoping to be able to help (this sounds interesting!).