Table of contents

• Overview of fields: How they all work

  • 9 Field types

• Productivity tools: Build templates faster

  • Reusing fields

  • Bulk insert

  • Updating your template

  • Clearing all fields

• Document Collection: Storing and sharing your templates

  • Saving and multi-populating templates

  • Downloading a document from your collection

• Output options

  • Share a link

  • Download a ZIP file

Field types

Watch this quick video to learn about the 9 different field types you can use in your templates.

More about field types

If you’d like to learn more about the uses for different field types, please see our Help Center.

Reuse fields

To save time building templates and to standardize field names, you can reuse fields across documents so you don’t have to recreate them again and again.

Bulk insert

The fastest way to insert fields into your document is to automatically insert them with the “Bulk insert" function. (Please note that bulk insert is only available in Word 2016 or later, more info below.)

Watch this short video to see how quickly you can work with Reuse Fields and Bulk Insert.

To learn more about reusing fields, please see our Help Center.

*Bulk Insert Compatibility notice: You’ll need to have Word 2016 or later to use the “bulk insert” feature. The "bulk insert" feature requires the Word API 1.3 Requirement Set which is only available with versions of Word later than Word 2016 (learn more here).

Updating your template

Remember, your Woodpecker templates are just regular Word documents, but with super powers! So...you can edit them exactly like regular Word documents. More info on updating your templates here.

To update a Woodpecker template:

• Open it up in Word

• Launch Woodpecker

• Make any changes to the document or to your Woodpecker fields, and save the document ("File -> "Save"). Additionally, you can save the document to your Document Collection to overwrite the existing version or save the adjusted template as a copy.

Clearing all fields

You may occasionally want to clear the values in your field list to:

• Reset the state of the document so it looks like a template again

• Wipe the field values so you can enter new ones

To clear the values for all of your fields and start with a clean slate, first click the "Clear All" button and confirm that you'd like to clear all the values for your fields.

Then click “Populate.”

The fields within the document will now be set to the name of the field, surrounded by brackets. Any time a field is populated with no data, the name of the field surround by brackets will be populated into the document.

Saving and multi-populating templates

You can use your Woodpecker Document Collection to store, access, manage, and share your Woodpecker templates.

Watch this short video to learn how to save templates to your Document Collection and how to populate multiple templates at the same time with the multi-populate feature.

Downloading a document from your collection

To download a template from your Document Collection, first navigate to the "Collection" page via the "Menu":

Click the "Download" icon next to the name of the document you want to access:

Please note: only the template author can delete the template from the Document Collection All templates in the Collection are shared with the other users on your team. More info here.

More about the Document Collection

You can learn more about your Document Collection in our Help Center.

Using your prepared documents

After you’ve populated multiple templates at once using the multi-populate feature you’ll be presented with two methods for retrieving the final documents:

• Download a zip file containing the prepared documents

• Share a link to download the zip file containing the documents. 

Note: The shareable link to your prepared zip file will expire after 1 hour. At which point you will need to populate the documents again or simply share the zip folder which you’ve downloaded.

More about output options

Please see our Help Center for more information on using your populated documents and exporting fields as a CSV.

Next Steps

💡Conditionals & Formulas

💡Macros

💡Clause Library

💡Shared Document Collection