A mail merge should accomplish everything you are trying to do.

Mandy - please explain. I have done a mail merge before for a form letter I sent to absentee landlords to see if they wished to sell their properties. That entailed creating an Excel document with the names and address of the owners, and a form letter with fields in it. I merged the two documents and Word looked to the Excel document to populate the letter.

In this case, I want to bring up the lease and associated documents, and have a window pop up asking me to fill in the Tenant Name, Property Address, rent amount, date of lease, etc. If I can accomplish that in a mail merge, please direct me on how to do it.

Thanks.