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.
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: