If your data substitution needs are more complex, you might consider a third-party add-on for Word, such as DataPrompter.
The insertion point should be within the field braces. Press Ctrl+F9 to enter a pair of field braces. You can create a form in Excel by adding content controls, such as buttons, check boxes, list boxes, and combo boxes to a workbook.With the insertion point in the header, follow these steps: Set or change properties for content controls. Open a template or a blank document on which to base the form. If the developer tab isn't displayed in the ribbon, see Show the Developer tab. If you set a name in this field, you can then use the REF field in a header to reference the value of the form field. Create forms that users complete or print in Word. For instance, if you take a look at the Options dialog box for a text form field, you'll notice that you can set a bookmark name for the form field.
One possible workaround for this problem is to place the form fields in the main body of the document and then reference those form fields using regular fields. The problem is that Word doesn't allow form fields (or any form controls) to be placed in headers, footers, footnotes, endnotes, and a few other places. Some of the information that Steve needs entered must appear in the header of the document. When he creates a document based on the template, the form fields indicate what needs to be entered, thereby making it easier for users to create the documents in the format necessary. Steve uses form fields to allow the entry of standard information in some of his document templates. You can insert many fields via the regular Word user interface, as listed in Table 16.1.
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