Welcome, how can we help?
Introduction to Woodpecker
Welcome! Installing, launching, managing your plan
Creating, Inserting, & Populating Fields
Field types, creating & inserting fields, populating templates
Working With Woodpecker Fields
Cheat sheet, edit, reuse, bulk insert, delete, duplicate
Formatting Essentials
Document Markup, Signature lines, auto-numbering, multi-level lists, rich text fields
Document Collection & Clause Library
Folders, multi-populate, and using shared templates
Advanced features
Macros, text boxes, disable compatibility mode
Shareable Questionnaires
Shareable questionnaire features and best practices
Reusable Client Data (Data Management)
Data management features and best practices
Integrations
Learn about using the Woodpecker API to automatically prepare documents without ever opening Word.
Integration: Using Zapier with Woodpecker
Fully Automate Your Workflows by Connecting Woodpecker to Your Other Tools
Auto-template
How to get the best results from Auto-template
Resources + Guides
Best practices for document automation, glossary of terms
Troubleshooting
Common hurdles and how to overcome them.
Frequently asked questions
Answers to commonly asked questions and troubleshooting issues.
Security
Woodpecker security practices and procedures