Resources + Guides

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

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12 articles in this collection
Written by Tom Young, Helen Coyne, Eszter Takacs and 1 other

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 AJ Ali
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