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Connecting to MyCase from Woodpecker
Connecting to MyCase from Woodpecker

A quick walkthrough on how to connect to MyCase from the Woodpecker add-in.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

Note: MyCase Advanced Tier users are eligible to use Advanced Document Automation at no extra cost. Read more here.

As part of our ongoing effort to integrate the MyCase and Woodpecker platforms, we've added the ability to connect your MyCase account to the Woodpecker add-in. The process only takes a couple of moments, as we'll outline in the article below.
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โ€‹Items to Note

  • This is a different process than adding your Woodpecker API key to MyCase. Please refer to this article for a walkthrough on that process.

  • To expedite this flow, please verify that you have the correct MyCase credentials before attempting to login.

  • If you change your email or password for MyCase, you should complete this login process again with the updated credentials.

  • Connecting to MyCase from the add-in is not supported in Internet Explorer. If you are not able to connect, please reach out to us at support@woodpeckerweb.com for potential workarounds.

  • Currently, you will need our team to enable this feature for you. If you are interested in using it, please reach out to support@woodpeckerweb.com.

How it Works

  1. First, you'll want to open up any Word document and log into the Woodpecker Word add-in.

  2. Click the menu button in the top left.

  3. Navigate to the "Settings" page.

  4. Click on the "Connect" button under the "Connect to your MyCase account" heading.

  5. A new window will open, prompting you to enter your MyCase credentials.

Once you've entered your MyCase credentials and click the "LOG IN" button, the "Connect" button will change to "Disconnect". This verifies that you've logged into MyCase successfully, and that you can now start mapping MyCase fields in Woodpecker! For more information on the field mapping process, please refer to this article.

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