Overview

Woodpecker is an add-in for Microsoft Word that allows you to simply turn any document into a standardized and shareable template. Woodpecker streamlines the process of creating and using a document template so that you can focus on running your business, not filling out paperwork. 

Here's a handy video tutorial that will walk you through getting started with Woodpecker. Alternatively you can scroll down and peruse a more in depth walkthrough.

 
 

 

Getting started

After you’ve successfully installed Woodpecker from the Office store, you should see a “Woodpecker” tab in the ribbon menu within Microsoft Word.

Woodpecker Tab in Word Ribbon

 

Open up your document of choice and launch Woodpecker by clicking the “Woodpecker” tab and then click the “Open” button.

You'll be greeted by a welcome screen if this is your first time launching Woodpecker, by a "no fields" screen if you have already opened Woodpecker but haven't created fields for this document yet, or by a list of fields if you are opening a document that has had fields created previously. 

Woodpecker Screenshot
Woodpecker Screenshot
Woodpecker Screenshot

 

Creating fields

A Woodpecker field is just like a field in any other template or form. Woodpecker allows you to create as many fields as you like so that you can insert them into your document to indicate the location of dynamic content. For example a field in a document might be "Date", "Client name", or "Client address" — basically information that changes frequently.

To create a field first Navigate to the "Manage fields" tab. Then click the "Add" button on the left of the command bar.

Woodpecker Screenshot
Woodpecker Screenshot

You'll be presented with a popup that will ask you to enter a field name, field type, and default value (default value is always optional). Here are some details about these three field properties:

  • Field Name (required) - The name of your field can be anything that you want it to be. Numbers, text, special characters, anything!
  • Field type (required) - Each Woodpecker field can be one of three field types: Text, Date, and Text Box.
    • Text - The "Text" field type allows for simple, flexible, one-line text. Use this field type for simple information that does not need to be formatted in any special way. This is the field type that you will likely use most often.
    • Date - The "Date" field type allows you to specify a date using a date-picker. Woodpecker will format the date you select and insert it into the document as a date. Use this field type whenever you have a date in your document.
    • Text Box - The "Text Box" field type allows for rich text formatting. This means that you can specify fonts, colors, bullets, numbers, and much more! Use this field type whenever you have data that needs to be multi-line or needs to have a specific format. 
  • Default (optional)- You can specify a default value for any Woodpecker field. If a field has a default value, the field will be pre-populated with that value whenever your document is opened. For example, if you specified a default value of "Today" for a date field, whenever you open your document your "Date" field would automatically be set to today's date. Pretty sweet 😀

 

Adding fields to the document

Once you've created some fields, you'll need to add them into your document. Woodpecker makes this super easy. All you have to do is click the little "plus" icon next to any field that you want to insert. Woodpecker will then insert the field into your document wherever your cursor is at the time. You can add a field into your document as many times as you'd like! 

Pro tip:  The little number next to each field name is the number of times that the field appears in the document. If the number reads "0" that means that the field has not been added to the document yet. 

Woodpecker Screenshot
Woodpecker Screenshot

 

Filling in your fields

After you've created some fields and added them into your document, you're officially done with creating a Woodpecker template. At this point you can now share your document with whoever you want and as long as they open up Woodpecker inside your document, they will see the same fields that you've created.

With each situation where you'd like to fill the Woodpecker template with new data (for example a new client that you need to send a contract to), all you have to do is open up Woodpecker, enter in your new information on the "Populate tab" and click the "Save" button. Sit back and watch Woodpecker work it's magic as it fills in all of the fields with your new data.

Woodpecker Screenshot
Woodpecker Screenshot

 

Need more help?

If you have any issues with Woodpecker, please don't hesitate to reach out to our support team. We greatly appreciate any and all feedback and our support email is proudly manned by real humans, not robots :) 

support@woodpeckerweb.com

Also, you can chat with us 24/7 via our handy chat widget from right within Woodpecker. Feel free to reach out, we'd love to help! 😀

 
Woodpecker Screenshot