Sharing templates with your team

How to share Woodpecker templates with the rest of your team

Eszter Takacs avatar
Written by Eszter Takacs
Updated over a week ago

You'll get the most value out of your Woodpecker templates when you share them with your whole team. Thankfully, Woodpecker provides lots of standardization features for your templates so that when they're shared, your teammates will be able to clearly and efficiently populate your templates without any mistakes.

Since Woodpecker templates are just regular Word documents, sharing a Woodpecker template with a teammate is as simple as sharing the file the same way you would share any other Word document (email, shared drive, etc.).

You can share Woodpecker templates with your teammates by emailing them as attachments, saving them in a cloud storage drive such as Google Drive, Dropbox, Box, OneDrive, etc., or using any other file transfer method that you prefer.ย 

When your teammate opens the Woodpecker template you've shared with them and subsequently launches Woodpecker, they'll see the same fields that you've created and will be able to populate the template just as you were able to.

If you'd like to learn more about the best ways to share Woodpecker templates across a team, check out the Shared Document Collection.

If you still have questions about the best method to use for your organization, let us know, we're happy to help!

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