API

Application programming interface. Connects two disparate applications so they can share data.

Clause Library

An online library you can build in Woodpecker to store clauses. Clauses stored in the library can be used in any template and accessed by any team member. When you update a clause in the clause library, all uses of that clause are automatically updated by default.

Conditional

Rules that tell a program to execute different actions depending on whether a condition is true or false. For example: if there are multiple people, use the word "people" - if there is just one person, use the word "person".

CRM

Acronym for Customer Relationship Management technology that stores customer data.

Data

Information that has been converted into a form that is efficient for movement or processing.

Database

A large quantity of indexed digital information that can be searched, referenced, compared, or manipulated.

Document Collection

Woodpecker’s fully managed, cloud-based template storage system.

DOCX file format

An XML-based file format developed by Microsoft that can contain text, hyperlinks, and other media such as images.

(NOTE: Woodpecker works exclusively with DOCX files)

DOTX file format

Template files created by Microsoft Word.

(NOTE: DOTX files do not work in Woodpecker)

Dynamic data

Data values that are continually updated or changed frequently.

Field

A representation of variable information in a document. For example, your template might have separate fields for Client First Name, Client Last Name, Retainer Amount, and so forth.

Integer

A whole number (example: 1, 2, 3, etc.).

Integration

The ability of the automation software to communicate and work with other programs and technology.

Macro

In Woodpecker, a macro is a reference to another field’s value or a reference to a clause.

Query

A command that returns specific data from a server.

Parse

The act of analyzing and formatting a specific set of information into a different format.

Static Data

Data values that are not updated or changed frequently.

Template

A file that serves as a starting point for a new document. Details can be added/completed, removed, or modified through the use of variables.

Value

The representation of some entity that can be manipulated by a computer program. A value is usually a number, a single character, or a string of characters (aka words).

Variable

A container used to store dynamic information or values.

Workflow

An orchestrated and consistent pattern of activity (as a series of steps or actions of one or more people) enabled by the systematic organization of resources into processes that evaluate information, deliver documents and services, and transform regulations into actionable advice.