BTW, if you use content controls instead of legacy form fields you can make them so they either change to ordinary text when filled in or so that they cannot be deleted. The protections available are far more flexible. Word Content Controls



I am also a lawyer and use many legacy forms yet (why fix if not broken?). For my documents that go to others, I often use Mail Merge instead of legacy forms or content controls. When I fill in many documents for the same case, this gets basic information about the client and the situation from a data file. This gives me a working draft. I then unlink from the data source and edit.

This was exactly what I was looking for. Thanks so much!

I am very interested in the last bit you mentioned, and I'll be reading up on it tonight. Anything to improve my efficiency is great.

One last question, when I unlink as described above, the text that was formerly in a field now appears to have grey parentheses around them, showing where the field was. I think this must be a setting I can turn off?

Thanks again!