The only thing wrong with those detailed instructions is that the whole
point of locking the form is to allow you to enter the name in the form
field *without* unlocking the form. If you unlock the form and follow your
instructions (rather than fill in the name in the Form Field Options
dialog), then you will overwrite the form field (and very likely the
bookmark as well) with the name you type. If you fill in the (protected)
form properly, by tabbing from one field to another, it's not necessary to
unlink your form field(s), either.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"TDMedia" wrote in message
oups.com...
You do this by using the FORMS toolbar. Get there by clicking VIEW at
the top of a blank document, then selecting TOOLBARS. Once the TOOLBAR
window opens, place a check next to FORMS.

A little toolbar with an "ab" on the left and a golden lock on the
right will open up. Each icon on this bar performs a certain function.
If you dangle your cursor over each one, you will see a brief
explanation. You want to select the "ab" icon, which inserts a TEXT
FORM FIELD. Be sure you've positioned your flashing cursor at the spot
where you'd like the first occurence of the name to be entered. For
example, if it's the address line of a letter, put this Text Form Field
in the position where you or somebody else will enter the person's
name.

Once you've done this, a greyish box should appear. Right click on the
box and select PROPERTIES. A window titled TEXT FORM FIELD PROPERTIES
will open. At the bottom of this window, find the heading that reads
FIELD SETTINGS. Under this heading, in the box to the right of the
word BOOKMARK, type in the word "NAME."

Then, before closing the window, make sure to check the boxes next to
FILL-IN ENABLED and CALCULATE ON EXIT. Then click OK.

Now type the rest of your document. When you get to each point in the
document where you'd like the name to be repeated, put the cursor there
and select INSERT from the menu across the top of the page. From the
INSERT menu, choose REFERENCE. From the reference menu, choose CROSS
REFERENCE. In the Cross Reference window, under REFERENCE TYPE, select
BOOKMARK. Then look at the selections under "For Which Bookmark" and
make sure the word "NAME" is highlighted in blue. Click INSERT, then
CLOSE.

When you've finished the entire document, click on the icon of the
lock, then save this file as a document template.

When you open it up again (as a new document template), click on the
lock to free the document up for adding custom info (eg the person's
name). Now, this gets a little messy if you don't lock and unlock
correctly, but you will eventually get the hang of it. Put your cursor
inside the grey box in which the person's name goes. Now type the
person's name. If the grey box disappears, then you forgot to unlock
the template. Close it and start again. If the grey box remains as
you are typing, then you should be in business. BUT YOU'RE NOT DONE
YET!!!!

When you finish typing the person's name in the grey box, do not hit
SPACE. Hit the TAB key instead. Now, the name you typed in the box
should be automatically inserted in all the places you marked for
CROSS-REFERENCES. If not, e-mail me at and we'll
do some troubleshooting. If it works, you're STILL not done!

Now, you'll probably want to print this page or e-mail it to somebody.
This means you'll want to get rid of the grey box(es). Put your cursor
somewhere on the page and press CTRL-A. This will select the entire
document. Then press CTRL-SHIFT-F9. This will erase all the grey
boxes, drop-down boxes, and other Form Fields you added to the
document. Save/Print the document and you are done.

Good luck. It sounds more difficult than it really is.