For anyone else who is interested:
In your document:
1. Insert
2. in the Text section on your tab - QuickParts
3. Select Field
4. Scroll down to SaveDate
5. To the right, in the Field properties area, select the format you wish your date/time to use.
6. Click OK
Voila! Success!
In order to change the date/time, you must save the document, then I was able to forward it without having the date/time change again! Yay!
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