Woodpecker is designed to be super simple to use for anyone that wants to create custom, shareable templates in Microsoft Word. Creating your first Woodpecker template is really easy and takes less than five minutes. If you haven't already, download Woodpecker for free from the Microsoft Office store.
Let’s walk through the basics of creating a template with Woodpecker.
Step 1: Create a new field
The ability to create custom fields is one of the key features that make Woodpecker awesome! If you’re not familiar with Woodpecker fields yet, a field can be inserted anywhere in your document and is automatically filled with information like text, dates, or custom data. Woodpecker lets you reuse fields so you can avoid filling out the same information over and over again, ultimately minimizing the chances of typos or mistakes in your documents.
To get started, open any Word document and click the Woodpecker tab.
Launch Woodpecker by clicking the "Open" button. Woodpecker will open up on the right of your document and you should see a series of welcome screens if this is your first time opening the add-in.
Once you've gone through the "getting started" screens, navigate to the "Manage fields" tab and click the "Add" button on the far left of the command bar. You’ll then be presented with a pop-up where you can name your field and specify its type and default value. In this example, we've named our field "Party One Address."
Click "Save" once you've decided on a good name for you field and the appropriate field type (you can choose "Text", "Text box", or "Date" - see our support docs for more information about field types).
Step 2: Insert your field into the document
Once you’ve created your field, you’ll need to insert it into your document.
To do this, navigate to an area in your document that you want to place your field. When your cursor is in the right spot, hit the plus icon next to your field. Woodpecker then automatically adds your field right inside your document.
Step 3: Manage multiple fields
Woodpecker makes it easy to manage more than one field in a template. Navigate to the “Manage fields” tab to select the field you want to edit. From here you can select multiple fields, edit your existing fields, or delete them entirely.
Step 4: Fill your field in with custom information
Once you’ve created your field and inserted it into the document, it’s finally time to fill it in! Simply navigate to the “Populate” tab, enter any value for your field and click the “Save” button at the bottom right. Woodpecker will fill your field in with the value you’ve specified wherever your field appears in the document.
That’s it! If you have questions or get stuck, you can always ask for help by clicking the chat icon right inside Woodpecker to talk with us anytime!