BC: Jezebel is by far the expert on this, but I'm just wondering from your
original posting:

We're wanting to update just the Excel document with the data, and have
it
formatted in the word document when we open it (I am sure we will tweak
the word document formatting some), but we don't want to do any data
entry
into the word document - only in excel.

Are you wanting to share this Word document among several users, with links
back to a networked Excel document, so that when any user opens the Word doc
he sees the updated info? Or is this something that will stand by itself
only on your computer, so Word and Excel only have to talk to each other on
your machine, and you will email or print a copy for anyone else?

The answers could make a big difference in the responses you get.

Ed