Hi. This is a 'How do I' question and I am a first timer to this (or any) forum.



How do I use a standard template (it's for a phone script) and then add in through some type of merge feature, the personal details such as Name, Anniversary date, Adviser name, Products etc for each client by filling in a pop-up type box with these details and then these details automatically populating the sections of the template where they are relevant? I know it's possible, I've done it before but over 10 years ago. Please help. Thank you

The simplest method without programming is to use content controls for the various fields and then create new documents from the template. You will probably find Insert Content Control Add-In useful.

If you want a 'pop-up' dialog then you will need macros e.g. Create a userform

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Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com

Great, thank you so much gmayor!!

I use MailMerge for this, selecting the name of the client for the merge.