OK ... figured out my second question regarding the directory style change,
Having made that change, I see now what you are talking about with the header information. In both the header and footer merge fields, I'm just getting <<Date>>, <<TLFR>> etc etc. Your suggestion to overcome that is to include 'Quote' as part of those field's code.

I find it sooooo weird, that these fields populate fine when done through Word alone ... no VBA. I can simply load the document in Word, accept the SQL prompt, and everything populates fine ... header, footer, fields, times, dates etc. But as soon as VBA automates that process ... I get such different results.