Thanks for the quick response!

The manual update of fields works, but I was looking for an automated process since I will not be maintaining the source documents and will not know when they are updated; had the impression that checking the advanced box would automatically do that.

I found an older post on macros - do I need to change to a link and then add the macros to do the automatic open and update? I have not worked with macros - do they follow the document so that they apply to anyone who opens it?