Document Collection & Clause Library

Folders, multi-populate, and using shared templates

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13 articles in this collection
Written by Tom Young, Helen Coyne, George Karmelich and 1 other

Document Collection

Using Folders in Your Clause Library and Document Collection

Save time by organizing your clauses and templates, making them easier to find

Written by George Karmelich
Updated over a week ago

Your Woodpecker Document Collection

Store templates in your Document Collection so you can populate them at the same time

Written by Tom Young
Updated over a week ago

Updating a template in your document collection

How do I update a template in my document collection?

Written by Tom Young
Updated over a week ago

Populate multiple templates at once

Use Multi-populate to prepare multiple Woodpecker templates at once without having to open each one individually

Written by Tom Young
Updated over a week ago

Retrieving & Saving Your Prepared Documents

2 methods of retrieving your documents after using multi-populate

Written by Helen Coyne
Updated over a week ago

Updating the name of a document in your Document Collection

How do I change the name of a document in my Document Collection?

Written by Tom Young
Updated over a week ago

Downloading a document from your Document Collection

How do I download a document from my Document Collection?

Written by Tom Young
Updated over a week ago

Deleting a document from your Document Collection

How to remove a document from your Document Collection

Written by Tom Young
Updated over a week ago

Sharing Documents in Your Document Collection

Share frequently used Woodpecker Templates with your team

Written by George Karmelich
Updated over a week ago

Special characters in template names

What to expect when using special characters in a template name

Written by Tom Young
Updated over a week ago

Sharing templates with your team

How to share Woodpecker templates with the rest of your team

Written by Tom Young
Updated over a week ago

Clause Library

Your Woodpecker Clause Library

Store frequently used clauses in your Clause Library so you can easily create, reuse and share them with your team.

Written by George Karmelich
Updated over a week ago

How to Insert Clause(s) in a Template

Insert conditional Clauses in your Templates

Written by Eszter Takacs
Updated over a week ago