Resources + Guides

Best practices for document automation, helpful formulas, glossary of terms

12 articles in this collection
Written by Tom Young, Helen Coyne, and Eszter Takacs

Getting Started with Document Automation

Glossary of Terms

Technical terms that are helpful for every lawyer to know

Written by Helen Coyne
Updated over a week ago

Best Practices - Document Markup

Marking up the variables and optional text in your document is the first step in creating a template. Here are some best practices.

Written by Eszter Takacs
Updated over a week ago

Pre-made Woodpecker templates

Woodpecker templates we've created

Written by Tom Young
Updated over a week ago

Helpful Formulas

Convert Numbers to Currency

How to Convert Numbers to Currency

Written by Eszter Takacs
Updated over a week ago

Convert Numbers Into Words and Capitalize Every Word

Written by Eszter Takacs
Updated over a week ago

Dynamically calculated dates using formula fields

How to use the DATEADD function to calculate dynamic dates

Written by Tom Young
Updated over a week ago

Change the format of a Date field without creating another Date field

How to use the PARSEDATE function to format an existing date

Written by Tom Young
Updated over a week ago

Dynamic Signature Lines

Create the number of signature lines you need, based on the number of signatories you have.

Written by Eszter Takacs
Updated over a week ago

Automatically convert text to UPPERCASE using a Woodpecker Formula field

Automatically capitalize a field's value using Formula fields

Written by Tom Young
Updated over a week ago

Using conditional inputs with "Simple view"

Create fields in your template that display only when you need them

Written by Tom Young
Updated over a week ago

Automatically convert text in a field to UPPERCASE using Word font settings

Automatically capitalize text in your document and have the Woodpecker field inherit this capitalization

Written by Tom Young
Updated over a week ago

Check if a field is empty with formulas

Use a formula field to determine if another field is empty or blank

Written by Tom Young
Updated over a week ago