Reuse Fields across Documents

How to reuse fields from one document to another

Eszter Takacs avatar
Written by Eszter Takacs
Updated over a week ago

After spending lots of time building out a Woodpecker template with a list of intertwined custom fields, the last thing you want to do is do all that work over again for a new document. Thankfully, Woodpecker provides a mechanism for reusing fields across documents so you don’t have to recreate fields again and again.

Copy field data from one document

To reuse fields from one document in another, simply navigate to the Menu and click the “Reuse fields” menu item. Click the “Copy field data” button.

Select your fields

Next, you will be shown a screen with the list of fields in your document. By default, all fields will be selected. If you wish to only copy a subset of your fields, you can uncheck the fields you do not want to export. Once you have chosen your fields, click "Copy to clipboard". The selected fields will be copied to your clipboard.

Paste field data in another document

Open up any document, navigate to the Menu and click the “Reuse fields” menu item. You’ll see the same page from before where you copied your field data. Paste the field data from before using “control + v” (PC) or “command + v” (Mac), or right click inside the input field and click “Paste.” Click the “Import field data” button and Woodpecker will automatically recreate the fields from your previous document.

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