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I really appreciate the detail of the last message.  Let me see if I can suggest an alterantive that might work?  (I am still willing to hear from someone who thinks they can accomplish this for a reasonable price).

What if I change the forms so that instead of being "print" they are "email".  But they will still be saved when they are changed.  In other words, they will *not* be populated from the database.  They will be populated by typing.  And, as they are updated, they will be saved.  The "emailed" copy will go back to me and, using the license I already have for Designer ES(?), an Excel spreadsheet will be updated with the information?  Or does that still require a license to a product I don't have (I just have the Designer ES that came with Adobe Professional 9.0).