Thank you both. I tried the ASK/Bookmark/Ref field, but couldn't get it to work. To test it first, created all items in the document body.

1) Created bookmark "DeliveryDate"
2) Created Ref field referring to the bookmark
3) Created ASK field

ASK field opened upon creation and I entered a date. Nothing happened. Also tried it with Ref field in footer and bookmark and ASK in body.

Questions?
Would anything in the bookmark be visible on the screen?
How would a user access the ASK field? I couldn't get it to open again.
Does the ASK field need to be linked to text in the document body or to a button? If so, I'm not sure this is for us. The document in question is a meeting summary that we distribute to our customers, and we wouldn't want them to see an internal tool we use for our own convenience.

I still want to know how to make this work -- I might use it somewhere else.