Well my initial thought was I would just use the userform to make the creation of the document easier and then let the person edit the document as normal after the initial creation. I initially thought this way because the people doing this work are not very computer savvy and I figured I would get less resistance.

When you say docproperties do you mean document variables? If so I am using them in some places of the userform.

Okay so lets say I do only allow the person to change these variables via the userform; I have a couple questions
1) Right now I only call up the userform when a new document is created from the template. What is a clean way to have the userform pop back up when the user wants to change something? I thought about a macro button but we have to print or make pdfs to send out to people and I don't want the button to show up in the final document.
2) What is the right way to lock down all the docvariables and/or book marks but still let the user modify the rest of the document? There is a lot of text that needs to be document specific so I have to let the user change some things.

Thanks