Full Woodpecker Demo
A comprehensive overview of Woodpecker and how it fundamentally changes the way you work.
- Populating templates
- Building templates
- Document Collection
- Clause library
- Shareable Questionnaires
Zapier & Woodpecker
Learn how to automate your document drafting workflows with Zapier.
In this session we’ll learn how to automatically send follow-up emails from Outlook when someone has filled out a Woodpecker questionnaire.
See our integrations page to use the Zap templates shown in this session.
See How Easy it is to Build Woodpecker Templates
Watch this short video to see how easy it is to create Woodpecker templates.
- See how Auto-template works
- Create + Insert a Custom Fields
- Create + Insert Conditional Fields
- Reference the Value of One Field in Another Field
How to Use Woodpecker Templates
Watch this short video for a quick overview of how to use Woodpecker templates:
- Populating a Template
- Saving Templates
- Uploading Templates to Document Collection
- Multi-populating Templates
- Generating Questionnaires
Learn to navigate the Woodpecker platform and get familiar with the tools you need to create your first template.
- Field types
- Creating & inserting fields
- Simple conditionals
Dive into the robust functionality of the platform. Learn how to use advanced features to super-charge your workflow.
- Advanced Conditionals
- Simple View
- Using Macros
- Clause Library
Setting up Conditional Logic
Conditional logic, also called branching logic, can include or exclude information based on answers to specific questions or values in other fields.* A working knowledge of Woodpecker is recommended for this course.
Working with Formulas
Formula fields bring the power of Excel into Woodpecker. Change dates, date formats, perform mathematical operations, and more.* A working knowledge of Woodpecker is recommended for this course.
Changing Text to Uppercase
Let's say, you have a field for County in your document. In some places, the first letter is capitalized, and in other places, the whole word should be capitalized.
See how to use a Formula field to automatically convert text to uppercase.
Auto-numbering Multiline List Items
Sometimes you need to exclude or include a list item in your numbered list, depending on some condition.
Learn how to set up a Conditional Field to retain auto-numbering when a multi-line list item is added or removed.
4 Ways to Populate a Woodpecker Template
Populate a Woodpecker template by:
- Manually entering data
- Multi-populating templates
- Using shareable questionnaires
- Connecting your CRM / Practice Management platform
Creating and Using External Questionnaires
Learn how to:
- Integrate questionnaires into your workflow
- Generate questionnaires from templates
- Edit and send questionnaires
- Receive populated documents
Webinars & Presentations
Are Lawyers Luddites or is Technology to Blame?
Automating the “I” in “ROI”, Alex Melehy presents at ABATECHSHOW
Woodpecker Founder & CEO Alex Melehy explains how Woodpecker's patent pending Auto-template technology automates the "I" in the "ROI" of document automation.