I have combined several intake forms into one longer document for my staff to fill out each time they enroll a new client. There is a lot of information that has to be repeated across sections. From my end, I was able to repeat bookmark fill-in fields to have the grey background and text to fill in by the case manager (for example, right now the bookmark is Client_Name and the greyed-out text field shows "Client First Name LAST NAME", so that they may fill it in with the specific information of the client). I inserted a cross-reference in every location that asks for this throughout the intake packet.
My issue is that I want my staff to be able to easily fill in the client name such (ex. John DOE) and that auto fill in every space that previously said "Client First Name LAST NAME." In other words, where it used to say "Client First Name LAST NAME" in multiple places across the document, I now want it to fill in whatever the staff member has replaced it with, such as John DOE.



I do not expect my staff to have to figure out how to insert fields, link, or bookmark. I want to do that from my end so that my staff can save time by just filling in the initial field and that auto-populating to every field I link it to.

I have several fields that I will need to do this for, such as: Client Code, Enrollment Date, Exit Date, Case Manager Name; Agency Name, Today's Date.

I am sure that a tutorial for this exists but I have been unsuccessful in finding it with the search terms I am using.

Additionally - and I am not sure if this is possible in word as it is in Excel - my staff members are required to do 90-day assessments. I have several fields where the case manager must fill in the assessment dates. I would like the "Assessment #2 Date" field, for example, to be "Enrollment Date + 90 Days." Assessment #3 should auto-populate to Enrollment Date + 180 Days and so on.

Thank you so much for your help! I hope to safe staff time in repeating redundancies

Your first question (repeating information) is relatively simple. The second question (automatic dates) is tougher and will require updating fields or using macros.
Look at:

• Repeating Data Using Document Property Content Controls and Other Mapped Content Controls
• Microsoft Word Date Calculation Tutorial (using fields rather than macros)