How to Make Woodpecker Work For Your Team

Woodpecker is a simple and easy-to-use add-in for Microsoft Word. It enables you and your team to create standardized and sharable templates within Microsoft Office so that you can effectively manage your documents and ensure continuity throughout your organization. Once you integrate Woodpecker into your existing workflow, you'll likely experience an immediate sense of joy as you witness productivity skyrocket across your entire team. However, sometimes it can be tough to integrate a new tool into an existing workflow. Fear not! That's exactly what we're going to help you do with this post 😊.

Woodpecker Happy

Getting started

To start, here's a link to our step by step guide on how to create your first Woodpecker template from any Word document. There's only four steps don't worry. Check out the guide for a quick start tutorial that'll get you up and running in five minutes. 

After you've familiarized yourself with Woodpecker and created your first template, the next step is to share the template with your team. If you're like most folks, good old email is the quickest and easiest way to share documents with the rest of your team. Fortunately, the email method of sharing works great for a Woodpecker template. After you've created your template, simply include the document as an attachment to any email and send it off! Anyone who opens your document will see all of the fields you've created as long as they've downloaded and opened Woodpecker as well. So far so good! 

Woodpecker Team

Using your template

Once your Woodpecker template is shared, any time a team member needs to send the document out, they only have to update the information that is different. For example, if a leasing agent is sending out a standard lease to prospective tenants and only needs to change one or two pieces of information (say the address and personal information of the lessee), they can simply open up the lease, launch Woodpecker, and change the things that need updating. Woodpecker will update the entire document so there's no hunting and manual editing. Easy! 👍

No more waste

We believe this process represents document automation at its finest. Woodpecker allows you to update the parts of your document that need to change and lets you keep everything else the same. The process also helps limit copying and pasting which can lead to mistakes. Obviously reducing mistakes is key to making your team more efficient. Let Woodpecker do the work for you and eliminate "mistake" from your team's vocabulary. No more wasted time, effort, and most importantly no more wasted money 💸.

Woodpecker Efficiency

To find out more about how Woodpecker can streamline your team's document management process, give it a try (it's free!). Or, check out our blog for more tips and tricks on how to make Woodpecker work for you and your workflow.