Introduction to Woodpecker

Welcome! Installing, launching, managing your plan

Tom Young avatarHelen Coyne avatarGeorge Karmelich avatar
3 authors15 articles

Creating, Inserting, & Populating Fields

Field types, creating & inserting fields, populating templates

Tom Young avatarGeorge Karmelich avatarEszter Takacs avatar
3 authors9 articles

Working With Woodpecker Fields

Cheat sheet, edit, reuse, bulk insert, delete, duplicate

Tom Young avatarHelen Coyne avatarGeorge Karmelich avatar
4 authors36 articles

Formatting Essentials

Document Markup, Signature lines, auto-numbering, multi-level lists, rich text fields

George Karmelich avatarHelen Coyne avatarEszter Takacs avatar
3 authors12 articles

Document Collection & Clause Library

Folders, multi-populate, and using shared templates

Tom Young avatarGeorge Karmelich avatarHelen Coyne avatar
4 authors13 articles

Advanced features

Macros, text boxes, disable compatibility mode

Tom Young avatarHelen Coyne avatarMorgan Williamson avatar
3 authors5 articles

Shareable Questionnaires

Shareable questionnaire features and best practices

George Karmelich avatarEszter Takacs avatarMorgan Williamson avatar
3 authors14 articles

Reusable Client Data (Data Management)

Data management features and best practices

Morgan Williamson avatarGeorge Karmelich avatar
2 authors4 articles

Integrations

Learn about using the Woodpecker API to automatically prepare documents without ever opening Word.

George Karmelich avatarMorgan Williamson avatarEszter Takacs avatar
4 authors9 articles

Integration: Using Zapier with Woodpecker

Fully Automate Your Workflows by Connecting Woodpecker to Your Other Tools

Eszter Takacs avatarGeorge Karmelich avatarMorgan Williamson avatar
4 authors19 articles

Auto-template

How to get the best results from Auto-template

Tom Young avatarHelen Coyne avatar
2 authors7 articles

Resources + Guides

Best practices for document automation, glossary of terms

Tom Young avatarHelen Coyne avatarEszter Takacs avatar
3 authors4 articles

Troubleshooting

Common hurdles and how to overcome them.

Tom Young avatarHelen Coyne avatarGeorge Karmelich avatar
5 authors15 articles

Frequently asked questions

Answers to commonly asked questions and troubleshooting issues.

Tom Young avatarGeorge Karmelich avatarHelen Coyne avatar
4 authors18 articles

Security

Woodpecker security practices and procedures

Tom Young avatar
1 author5 articles