What is Woodpecker?

Woodpecker is an add-in (what's an add-in?) for Microsoft Word that allows you automate and standardize your most frequently used documents. Woodpecker streamlines the document preparation process so you can avoid mistakes and drastically cut down the time it takes you to prepare a new version of a document.

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

To get started, open any Word document and click the Home tab.

Woodpecker Home

Open Woodpecker by clicking the "Woodpecker Automation" button. If you don't see the Woodpecker button under the "Home" tab, simply download Woodpecker here and try again.

Woodpecker Open

Woodpecker will open up on the right side of your document and you should see a series of welcome screens if this is your first time opening the add-in. If you've previously opened Woodpecker you'll see a "no fields" screen if you haven't created fields for this document yet, or a list of fields if you are opening a document that has had fields created previously. 

 First time launching Woodpecker.

First time launching Woodpecker.

 No fields created yet.

No fields created yet.

 Fields created previously.

Fields created previously.

 

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. Click here to learn more about fields.

To create a field, just click the "plus icon" in the top right of the app. Or click the "Add your first field" button if you haven't created any fields yet.

Woodpecker Create Field
Woodpecker Create Field

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's more info about these three field properties.

 

Inserting fields into the document

Once you’ve created your field, you’ll need to insert it into your document. You can insert a field into your document as many times as you'd like!

To do this, navigate to an area in your document that you want to place your field. Place your cursor in a specific spot or select existing text and hit the plus icon next to your field. Woodpecker then automatically inserts your field right inside your document.

Woodpecker Insert Field
Woodpecker Insert Field

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 inserted into the document yet. 

Once a Woodpecker field has been inserted into your document, you can update the value of the field at any time from right within Woodpecker. The more instances of a field you have within your document, the more time you'll save the next time you need to change the field's value.

 

Filling in your fields

Once you’ve created your fields and inserted them into your document, it’s finally time to fill them in! Simply enter any value for your fields and click the “Save” button at the bottom right. Woodpecker will fill in each instance of your fields with the values that you’ve specified.

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

Woodpecker Enter Value
Woodpecker Populate
Woodpecker Populate

 

You're all set!

Congrats you've created a custom field, inserted it into your document, and updated it's value. From here, you can create as many fields as you need for your document and insert them wherever they're relevant. At this point you're the proud owner of a reusable and shareable "Woodpecker document." Looking for some inspiration? Check out our collection of pre-made templates that should help you get started. 

 

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 :) 

Also, you can chat with us any time via our handy chat widget from right within Woodpecker or on our website. Feel free to reach out, we'd love to help!