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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Copying Field Entries

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Copying the document will carry the data inserted into one document and allow you to transfer that same data into a new template or a second copy of the same template to allow you to make multiple documents using the client's same data.

There are two ways you can copy document data:

  1. You can copy the data inserted into one document and copy it into a completely new and different template. Any data fields shared with the first document will auto-populate with the same data into the second document. This way, you can use the same client data to produce different documents using different templates. It also means you can update the template whenever you need to without losing any of the client data. For example, if you've created a file note document in Nod, you can copy the same client data to create a SOA without having to re-enter the client's details."
  2. You can duplicate the original document in a new version of the same document with the same included data.

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