Welcome! Installing, launching, managing your plan
Folders, multi-populate, and using shared templates
Best practices for document automation, glossary of terms
Answers to commonly asked questions and troubleshooting issues.
Common hurdles and how to overcome them.
Learn about using the Woodpecker API to automatically prepare documents without ever opening Word.
Cheat sheet, edit, reuse, bulk insert, delete, duplicate
How to get the best results from Auto-template
Macros, text boxes, disable compatibility mode
Field types, creating & inserting fields, populating templates
Document Markup, Signature lines, auto-numbering, multi-level lists, rich text fields
Shareable questionnaire features and best practices
Woodpecker security practices and procedures
Fully Automate Your Workflows by Connecting Woodpecker to Your Other Tools
Data management features and best practices