We have purchase and sale agreements, deeds, etc with fields (or they were called fields in WP) that we wish to be able to merge with a customer's information automatically from a form. How is this accomplished in Word 7? It's probably so simple I'm just glancing right past it.

Hi Chad,

A typical arrangement with MS Office is that basic client data would be stored in a database or, perhaps, an Excel workbook (eg with a column for surnames, another for given names, another for street address, another for suburb, and so on). You could then use Word's mailmerge faciltity to generate a 'form' with a given client's details.

There are other ways, too, but it's hard to advise what might suit your current arrangements without further details about how you're obtaining/storing the client data, in particular.

You might find some useful info on sites like: http://www.officeforlawyers.com/

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]