Are the users in-house? Macros are a great solution when the template can be distributed easily to them - not so great when the template is emailed or downloaded because the macro security can be a complicating factor.

I would explore a non-macro solution first by using linked Content Controls and put a 1 page form in front of the letter as the 'input form'. The input form can be completed, and then the user can delete that page.

To help setup the linked CCs in the file, you should use an addin template like Greg Maxey's Content Control Tools https://gregmaxey.com/word_tip_pages...rol_tools.html

__________________
Andrew Lockton
Chrysalis Design, Melbourne Australia

Thanks for your replies.


Okay, so it's an audit report for small companies with nearly all generic text.


Some variables necessarily needs to be put in directly (company name, financial results - company specific variables that cannot be imported from anywhere).


Others will have 2-5 predefined options (organ addressed, choosing type of organization leading to words being replaced throughout the report, minor deviations in text or rearrangement of 3-4 words based on content of annual report)


Should I still go non-macro? And how hard and/or time-consuming would it be to put together what I'm looking for?