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.
You can also use this same feature to create single documents using data from a .csv file. This will allow you to import a huge amount of data in one go, creating documents for a number of different clients in one hitMake sure you follow the directions carefully to ensure an easy upload!
In order to do bulk upload data, you must correctly format your .csv file so that Nod can interpret it.