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Reusable Client Data (Data Management)
Reusing Client Data (Data Management)
Reusing Client Data (Data Management)

Reuse client data that you've already collected to generate new templates without having to ask for another questionnaire submission.

George Karmelich avatar
Written by George Karmelich
Updated over a week ago

With the Woodpecker Data Management feature, you can easily reuse your previously submitted Questionnaire data or upload external data you've gathered.

Save your and your clients' time by maintaining their data in one central place, ready to be used with a moment's notice.

Use Cases

  • Populate templates without requesting additional client information

  • View and edit previously submitted client information

Key Features

  1. Available to users on our Pro plan and above

  2. Groups all of your previously gathered Questionnaire data by the submitter email address

  3. Works similar to the Multi populate feature

  4. Generate packets of documents for many clients at once

  5. Collected data is made available for all of your team members to use

How It Works

  1. Navigate to the Woodpecker dashboard site. If you are prompted to log in, you can use the same login information as the Word add-in.

  2. Once logged in, click on the "Data" icon in the header at the top of the page.

  3. If you do not have any previously created questionnaires, your screen will look like the below image and you will be prompted to create a questionnaire.

  4. If you do have previously created questionnaires, you will see your responses grouped by the questionnaire submitter's email address.

  5. Select the fields you would like to populate with. By default, the first four fields will be displayed. If you want to edit the fields that are displayed, click on "Edit columns."

  6. Next, you are ready to populate. Hover the cursor over the "Email" field and you will see a selection circle appear. Clicking on this circle allows you to select the client specific data. Once your clients are selected, you can click the "Populate templates" button.

  7. From here, you will see the templates stored in your Document Collection. Select the template(s) you want to populate with.

  8. Your fields will then be displayed with their current values. Review the field data to make sure everything looks correct and up-to-date. If the value is missing or incorrect, you can update the values at this time.

    If you want to save the updated records and overwrite the old values for the next time, please make sure to check "Save to record." This option is enabled by default.

    Also, if you select more than one email to populate with, you will have multiple tabs of fields, one per each email you select in Step 6.

  9. Finally, click "Populate". Your templates will be populated and you will be able to download them once the process is complete. This process may take a minute or two, depending on how many templates are being populated.

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