Hi- replying back to this, I have been working with mail merge the last few days to accomplish the process of turning a template into 20 varied forms, and it's been a bit of a mess (mainly issues with hyperlinks and formatting, bullet points, too many blank lines).

Essentially I have a 'Guideline' document, that has the same formatting and much of the same text across all accounts, but also a large amount of varied text and links.

What I have done is make an excel spreadsheet and input each account as a row, and then across column coded it so that I can import this data through mail merge, and populate text conditionally.

I would like the final form to be user friendly if someone has to make changes to the form itself, but mail merge seems rather un-user friendly. Any other suggestions? Thanks!