To get started, open any Word document and click the Home tab.

Open Woodpecker by clicking the "Woodpecker Automation" button. If you don't see the Woodpecker button under the "Home" tab, simply sign into your Woodpecker account and launch Woodpecker from your dashboard. Don’t have a Woodpecker account? Sign up free here.

Woodpecker will open up on the right side of your screen and you’ll be prompted to sign in with your Woodpecker account. You’ll then see a screen that will prompt you to “Turn my document into a template.” If you’re opening an existing Woodpecker document, you’ll see a list of fields that have previously been created for the template.

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