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Manually creating & inserting fields
Manually creating & inserting fields
Adding custom fields to your template
Ben Q avatar
Written by Ben Q
Updated over a week ago

A Woodpecker field is just like a field in any other template. You can create as many fields as you'd like and insert them into your document to indicate the location of dynamic content. For example, a field in a document might be "Date", "Client name", or "Client address" — basically, information that changes frequently across all the times you intend to use the template.

To simply create a field and insert it into a template, follow these steps:

  1. On the Dashboard, select Build a New Template.

  2. Click Create a new field.

  3. Fill in the following data for your field:

    1. Name. Give your field name. For example, "Date", "Client name", or "Client address.”

    2. Type. Select what type of field you are creating from the dropdown menu presented. Options include single line text, date, number, and more.

  4. Click Save.

  5. In the text box presented under the name of your field, enter the data you desire. For example, if this is a Client name field, enter the client’s name in the text box presented.

  6. Place your cursor in the document where you want to insert your field, then click the Insert Field button.

  7. If this is the only field you intend to create for this document, click Populate. Otherwise, keep creating new fields by clicking the New Field button.

Couple things to note:

  • You can sync data from your MyCase account to the field you are creating. For example, if you are creating a Client name field and already have the client’s name in your MyCase account, we recommend clicking the Connect MyCase Account button when naming your field. This will take you through a series of steps that save you time when populating fields you create.

  • When creating a field, you can also enter a default value for that field and make notes about the field in the Default and Guidance notes text boxes, respectively.

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