Hi Raymond,

I would recmmend that you transfer the relevant userforms & macros from
tools.doc to brief.dot. This will simplify your task considerably.

When you say "when I start brief.dot" I assume you mean when you create a
new document based on brief.dot, either by selecting brief.dot in the File
New dialog, or by double-clicking on it in Windows Explorer.

Assuming that to be so, and you want the userform to be displayed when the
new document is created, then you create a macro called AutoNew in brief.dot
which calls the userform.

This article describes the process in detail

How to create a Userform
http://www.mvps.org/word/FAQs/Userforms/CreateAUserForm.htm

If you want the file saved under a specific name as soon as all the correct
information has been included in the document, then you use the SaveAs
command to force a save under a specific filename.

If you want to have the file saved as brief001.doc, and then the next one
saved as brief002.doc etc, then take a look at this article on how to do it.

Creating sequentially numbered documents (such as invoices)
http://www.mvps.org/word/FAQs/MacrosVBA/NumberDocs.htm

If you create a document based on the template in the way I have described,
then the VBA code is not included in the document.