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

Frequently asked questions

Answers to commonly asked questions and troubleshooting issues.

Resources + Guides

Best practices for document automation, glossary of terms

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

Troubleshooting

Common hurdles and how to overcome them.

Security

Woodpecker security practices and procedures

Integrations

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