1.  You could create a master document which, when loaded, would ask for
input such as Name, address, etc. and once entered (1 time), it would
automatically insert that data in 1 or more places within the document.
This data would not be saved unless instructed to do so, so closing and
reopening the document would start the process over.  I can find an option
to set up multiple "Ask" and other fields, but cannot figure out how to
insert the data where I want it.

2.  When data is inserted into a table, (whether using the above process or
a merge from an excel spreadsheet), I need to have a total/sum cell.  I've
somewhat gotten that to work, but not without a few slaps to the side of the
monitor.  Creating the total column in Excel and importing that isn't an
option because the table is overwritten each time I download a new data
dump, and I'd have to do it every time I downloaded data.

3.  I need to creat a conditional response so that if field x is blank, the
output to the word field will automatically change to "Void," or will change
the background/watermark/fill, or something to a particular cell in the
table.