How to Nod

Nod is a document automation platform that empowers experts to help more people.

Automating document creation and review leaves more time for experts and their teams to spend more valuable time with their clients.

Below you'll find a series of articles on how to use Nod to automate document creation and review in your financial planning, legal, accounting or consulting practice.

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A Guide to the Document Text Editor

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Most of these features you will be familiar with from other text interface programs:(From L-R)


  1. The Show Template toggle
  2. '+' - Create new asset. From the document editor, you can insert and create a new asset. From here, you can choose to leave it temporary or save it to the library for use in other documents.
  3. 'Rubbish' - Delete asset. This will delete an asset from your document without affecting the template.
  4. The formulae function.
  5. Add Image
  6. Add table
  7. Add page-break
  8. Add hyperlink (useful to provide links to other content such as Product Disclosure Statements)
  9. Bolden/Italicise/Underline text (note, these will carry over from another word processor if you have copied content into the asset)
  10. Align left/centre/right, or justify text to centralise
  11. Bullet list or number list
  12. Similarly to most Word processors, you can create a numbered list or a nested list.
  13. Remember, hitting 'tab' whilst creating a list will indent the next line, so you can contain sub-points easily within a nested list.
  14. Select Heading formatting

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