AffiniPay

Shawn Moore

Folders, multi-populate, and using shared templates

How to share Woodpecker templates with the rest of your team

Save time by organizing your clauses and templates, making them easier to find

2 methods of retrieving your documents after using multi-populate

What to expect when using special characters in a template name

Share frequently used Woodpecker Templates with your team

How to remove a document from your Document Collection

How do I download a document from my Document Collection?

How do I change the name of a document in my Document Collection?

How do I update a template in my document collection?

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

Use Multi-populate to prepare multiple Woodpecker templates at once without having to open each one individually

Insert conditional Clauses in your Templates

Store frequently used clauses in your Clause Library so you can easily create, reuse and share them with your team.

Find answers and get help from Intercom Support and Community Experts

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