With Woodpecker's document automation integrated in MyCase, you can easily reuse data you have collected from your clients and cases to populate your existing Woodpecker templates.

Items to Note

  • This integration is available to users with active subscriptions to both MyCase and Woodpecker.

  • Populate templates using data you have previously collected in MyCase.

  • Complete the setup steps found in this article before proceeding.

  • Once connected, it works similarly to our Reuse Client Data (Data Management) feature, but directly in MyCase.

How it Works

  1. In MyCase, navigate to the "Cases" tab and select a case.

  2. From the Case Details page, select "Documents".

  3. Click the blue button on the right labeled "Add", and then select the dropdown option "From Woodpecker Template".

  4. This will bring up a screen displaying the existing templates in your team's Document Collection.

    Note: If you know the name of the template(s) you want to populate, you can search using the box at the top of this screen.

  5. Select the template(s) you'd like to populate, and click "Next: Populate Templates" on the bottom right of the screen.

  6. Next, all fields associated with the templates you selected will be displayed. From here, you can select case or client data you have saved in MyCase. If you want to enter a different value, simply type in an arbitrary value.

    Note: Some Woodpecker field types will provide a pre-populated dropdown with data tied to your case in MyCase, while others will need you to input a value directly. Image fields are not yet supported.

    For reference, the following field types will prompt a dropdown containing MyCase data, or can be filled manually:

    These field types have the same options as they do in Woodpecker (without a pre-populated dropdown with MyCase data):

  7. Once you've input the information you'd like to use, click "Save & Close" to populate your selected templates.

  8. Finally, navigate back to the Case Details page, select "Documents", and your newly populated templates will be available there.

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