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



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
