I have various Word documents that I use as templates. In one of them, I might need to change text that shows 1) what is being attached to the document 2) the date 3) the name and address of the person the document is being sent to. In another, I might need to change entire paragraphs of text, maybe 20 paragraphs throughout the document; these are long documents I have developed over many years.

Ideally, I would like to make a list of the items that will be replaced in the document and be able to have everything inserted with a single click. Rather than having to walk through the document making changes one at a time. I hope this explains the situation well enough.

I do not know how to take my existing templates, code them to automate insertion of data (like <insert data item #1 here>), create that list of data (like "XYZ" goes where the template says <#1>), and link the document and data base so that everything is inserted automatically with a click.

I do work with some HotDocs on occasion, but they are barebones templates and not very good to begin with. I have to enter my personal information every time and even if I do all of that, the final product is not very good; the layouts and template text are poor. Overall, they are not worth the effort. If I could use my own templates in HotDocs, that would be good; but I see no way to do that realistically. Maybe I am wrong.



All help greatly appreciated.