Oddly enough I was working on a telephone message template yesterday which would be virtually identical to this requirement. I have filled in the basics (see attached), but you will probably need to make some changes, particularly to the content control lists and the message format/recipients etc.

You can do the former easily with Insert Content Control Add-In. The rest should be obvious.

Note you cannot include the slashes in a date used for the filename.
The process saves the document as a temporary PDF file which is added to the message as an attachment.

Attached Files

Report Ver 1.0.dotm (48.4 KB, 8 views)

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Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com