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Your Woodpecker Document Collection

Store templates in your Document Collection so you can populate them at the same time

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Written by Shawn Moore
Updated over 6 months ago

Your Document Collection is a fully managed cloud-based file storage system, stored safely in Woodpecker’s data centers, that you can use to store and access your Woodpecker templates. Additionally, templates are stored in your Document Collection to be used with the Woodpecker multi-populate feature (populating multiple documents at the same time).

Your files are encrypted (in transit and at rest) and hashed such that only you can retrieve and utilize them. In order to utilize Woodpecker’s multi-populate functionality, you will need to save one or more of your Woodpecker templates to your Document Collection.

When using multi-populate, you will be able to select which templates to populate from the templates stored in your collection.

Your Document Collection in action

Saving a template to your Document Collection

To save a template to your Document Collection you can do one of the following:

  1. Open your template in Word, launch Woodpecker, and click the "Save to my Document Collection" button in the header.

2. If the document you are saving already exists in your Document Collection, Woodpecker will give you the option of overwriting the existing document or keeping the new as separate file.

Editing the name of a template in your Document Collection

To edit the name of a template in your Document Collection, first navigate to the "Collection" page from the Woodpecker menu. Find the document you'd like to edit the name of, hover over the document name and click the "Edit" icon to the right of the name. You will be presented with a popup window that will allow you to edit the name of the document in your collection.

Download a template from your Document Collection

To download a template from your Document Collection, first navigate to the "Collection" page from the Woodpecker menu. Find the document you'd like to download, hover over the document name and click the "Download" icon to the right of the name.

Removing a template from your Document Collection

To remove a template from your Document Collection, just navigate to the "Collection" page from the Woodpecker menu. Find the template that you'd like to remove, hover over the name, and click the "Delete" icon on the right.

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