I have a Word document that my team uses as a template for letters to clients. The file name is the same as the name of a related PDF document but with an added suffix or two.

It's easy to copy the PDF file name and paste it as the Word file name then add the suffix, but is there a way to program Word to pull that information automatically? The suffix is the author's initials, and sometimes another code, so it has to be added manually.



Additionally, or perhaps alternatively, a couple fields in the letter repeat information in the file name. The file name is always Recipient_ClaimNumber_InvoiceNumber, and the letter has fields for the claim and invoice number. (The underscores are part of the file name.) Is it possible to populate those fields in the letter by drawing from the file name? Is it easier to have the file name draw from the letter? The Recipient part of the file name is a short version of a longer name used in the letter, and does not consistently reflect the recipient name.

I don't know anything about programming or macros, so I'll need as much patience and detail as you can give me. I'm trying to learn how to expand beyond the basic elements of Office programs. Thanks for your help and guidance.