Hi I appreciate your thoughtful answer, but... with regard to "

The Communication Piece for contracts, terms conditions, lien waivers, etc is Word Documents, typically.

Our communication is not that complex.  We are locksmiths and the scope of work is generally a few short sentences and comes in an email (I haven't checked yet but it is unlikely that would be easily attached.)  What we are looking for somewhere to cut and paste instructions into the actual Work (Sales) Order.   These guys are short order cooks not chefs. Their expertise and desire to use a complex work order system is very low.  I need to make this as simple as possible, which means having the short, specific instructions on the work order face itself.

Usual scenarios:
* Service lock, replace parts where needed... (we need to send information that the customer has communicated as being the reported problem, or who to contact on site, we get this information in email)
* Supply and install 660i.  Name/address of specific work location.  Contact name & phone number for Customer. There is always a limited duration programming code the tradesman needs to receive to active the new lock.  Any site or customer specific details, which there are a few of that I need to complete the setup of a new customer.... the boss is doing these orders and doesn't really want to have to do all of the details and will leave it to me to make sure all the i's are dotted etc.

Sorry for the long description, but I do appreciate your thoughts on if/how this could be best accomplished.