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Old 11-02-2013, 03:30 AM
Charles Kenyon Charles Kenyon is offline Windows 7 64bit Office 2013
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"Template" is a word of art in Microsoft Word. Templates in Microsoft Word

It does not mean a pattern. It means a kind of document that when double-clicked in Windows will create a new document base on the template.

I don't know if that is the meaning you are using.

That said, look into AutoText (Building Blocks). Automated Boilerplate Using Microsoft Word.

You can have a building blocks template that holds the individual user information and another one that holds the information for the office or division, all as AutoText building blocks. You could have a UserForm that gathers the individual information or allows it to be edited. UserForm is another term of art. Create a Simple Userform
Create & Employ a Userform

Your templates then draw on this information with AutoText fields and insert it in the appropriate locations in templates and their resulting documents.

This is a bit complicated to set up, but once done, it works like a charm. I once used it to set up letterhead for an agency with 70 offices and 200 individualized letterheads. (That was in the days of Word 97.)

No macros are required in the document templates but the templates holding the UserForms do, of course, have macros. You can do it without the UserForm and macros but that requires more understanding of AutoText on the part of the people setting up the individual variable files.

I apologize if I missed part of what you wanted. I felt the need to clarify the word "template" before I dug too far into your requirements.
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