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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Copy & Download Field Entries

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Once you've inserted data into your new document, you might find you need a copy of your field entries for creating other document types for that same client in Nod or for using in another system entirely.

Nod allows you to duplicate your field entries over to another document in Nod or download your document's field entries as a .csv file for your convenience.

You can do this from the documents overview page, where you can click the ellipses to the right of the row and select 'Copy' or 'Download' document field entries.

Copying Field Entries into a New Nod Document

Downloading Field Entries

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