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Tips & tricks for using Auto-template
Tips & tricks for using Auto-template

How to help Auto-template identify your fields

Tom Young avatar
Written by Tom Young
Updated over a week ago

Woodpecker Auto-template is incredibly powerful and intelligent but sometimes it may not identify every field you expect.

There are a few ways that you can help ensure that Auto-template identifies all of the potential fields in your document:

  1. If you want Auto-template to analyze an existing template, make sure that the placeholders are surrounded by brackets like this: [Client Name] or instead of this: Client Name

  2. Among many other things, Auto-template will identify all words & phrases that are bracketed, so surrounding text with brackets will help ensure that all of your fields are identified.

  3. Another option is to surround placeholders with left and right angle brackets like this: <Client Name>  

  4. Auto-template can also identify highlighted words and phrases so if you haven't surrounded placeholders with brackets, highlights will work just as well!

  5. Avoid documents where the placeholders are simple blank lines and if possible use a document that has been previously prepared for a recipient and has information already filled in like a person's name, their address, or the date for example.

  6. Let us know if you come across any situations where you expected Auto-template to identify fields and it missed them. Auto-template is constantly learning but sometimes it needs a bit of help 😊.

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