I am also a lawyer and the author of the link. I would say it is intermediate. You are a better judge than am I as to how h

You could include a lot of stuff in a single AutoText entry. Editing an AutoText entry, though, requires inserting it in a document, making changes, and then resaving it with the same name.

My laptop is acting up on this site and may need a reboot.
Here is a template that shows a bit how this works.
Using repeating data in IF Fields Sample template with AutoText.dotx

That looks at some different methods. You have at least three parts to your problem:

1. Repeating Data - you need to test for the results of input in one location elsewhere
2. AutoText - to be stored in a template Templates in Microsoft Word
3. IF Fields - very powerful but not necessarily easy
4. Updating fields - depends on how you are doing it.

Download the template (link above) and take a look at it.


Here is the bible on field calculations:
https://www.msofficeforums.com/word/...-tutorial.html

Using a template, you create a new document in each instance of use. That document does not contain the AutoText but has access to it.


When you convert that document to pdf, the link is lost and the AutoText is put in as text/images.


The thing about fields that test data is they are not automatically refreshed. The only exception is in a document protected for filling in forms. I don't think you want that. So, no legacy fields and you will have to refresh the rest.


That can usually be done with Ctrl+A (Select All) followed by F9 (update field). You can get fancier than that, but we are already very complicated for a beginner.