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Populating a template

How to populate a template with new information

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Written by Shawn Moore
Updated over 6 months ago

Once you've turned your document into a Woodpecker Smart-template, the next step is to populate the document with your information. You can populate a Woodpecker template as many times as you want, each time saving the populated document as a new Word file.
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If it's a template you've used before, when you open it, the fields may already contain values. If you'd like to leave the values unchanged you can move onto the next step.

If not, simply click the field(s) that you'd like to update and type in the new information for that field.


Once you've updated the fields with your information (which you can always change later), click the "Populate" button at the bottom of the window. You'll then see Woodpecker dynamically update the information in the document on the fly.


Finally, click "File" and "Save as" to save your populated document as a new document. You'll then end up with a new instantiation of your initial Woodpecker template and your initial master template will remain unchanged.

Curious about populating multiple documents at once? Check out how to use the "populate multiple" feature here.

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