Overview

Woodpecker is a Microsoft Word add-in that allows you to simply turn any document into a “template”. Given a document like a status report, NDA, or contract Woodpecker lets you to fill-in the custom information in the document via a simple form. 

 
 

Getting started

After you’ve successfully installed the add-in and you see the “Woodpecker” tab in the Word ribbon, you can open up your document of choice. To launch the add-in, simply click the “Woodpecker” tab and then click “Open”.

 

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Creating fields

A field allows you to specify what kind of information you will substitute into your document as well as if the field has a default value.

To create a field you can do any of the following:

  1. Select some text, right click and select “Woodpecker” > “Create field from selection” (this newly created field will be assigned to the text you have selected).
  2. Select some text and click the “Create field from selection” button in the Word ribbon under the “Woodpecker” tab. (this newly created field will be assigned to the text you have selected).
  3. Select some text and click “Add” in the “Manage fields” section of the add-in (this newly created field will be assigned to the text you have selected).

 

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Assigning text to existing fields

Each field must be assigned to one or more selections of text in your document. When “Save” is clicked on the “Populate fields” tab, the text that is assigned to each field will be replaced by the value you have specified.

To assign a selection of text to a field, you can do either of the following:

  1. Select some text, right click and select “Woodpecker” > “Assign selection to existing field” (the selected text is now assigned to the field you chose)
  2. Select some text and click the “Assign selection to existing field” button in the Word ribbon under the “Woodpecker” tab (the selected text is now assigned to the field you chose).

 

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Populating your fields

After you've successfully created fields from text in your document, you can move to the "Populate" tab. At this point, it's as simple as filling out what values you'd like to fill in for each field and clicking "Save." Your fields in the document will be filled out by the values you have specified. 

 

 

 

Contact

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