1. Template(s)
Word, PDF (with text) or Excel. Up to 5. The file that gets the new values.
2. New client data
Excel, CSV, Word, PDF or image. Read only, never changed. Optional.
Data table
Download as Excel
3. Field map
Tick what changes. Every count is from the file, not the model.
Keep unchanged (auditor, bank, other parties, a former name)
Use <<Column>> for a data column and <<TEMPLATE>> for the template name (old values in it are swapped).
Preview
Add a template to see it here, with every value that will change boxed.