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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