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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Bulk creation of CSV Files

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You can bulk-create documents by uploading a .csv file to Nod.

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.

  1. Navigate to the bulk content creation page by clicking your icon in the top-right corner, then selecting 'Bulk Content Creation'.
  2. Download the example template of your .csv for that template, and use this as your guide for formatting your template.
  3. Your template example will show each from field in your template that will require filling out for each document you wish to create in your bulk upload.
  4. Create a row for each document you are creating, making sure you leave the first 2 rows containing form field names and ID's.
  5. The first column should contain the template name you want to use, and the second column should contain the document name, Note that these names will need to be unique to others in your account.
  6. From your third column onwards, each column should contain the relevant value for each form field. You can leave these blank if there is no relevant value.
  7. Once you have finished inserting the data into your .csv document, you can upload to Nod using the green button at the bottom of the Bulk Document Creation page. Note that uploading could take a while at this step, so be patient!

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