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.

Book a meeting to find out more

Create a Content Asset

1. Name your content asset

Having a clear and consistent naming convention for each content asset you store in Nod is key. Nod allows you to search your library of content efficiently, so naming your document content in a way that you are going to easily remember is always a good start.

2. Create the document content or copy it from an existing file

You can start from scratch if you need to but most of our customers have existing advice document content that they copy in to Nod to automate and drive those document creation efficiencies. If you're creating a cover page as is shown in the video above, you can simply copy your existing cover page from a Microsoft Word file and paste it into the Nod editor. Any existing style tags will be retained (e.g. if it's bold in Word, it will stay bold when you copy it into Nod) to ensure you're not having to reformat bits of content.

3. Ensure the formatting is correct

Make sure your headings have the correct style tags applied (i.e. if it's the top level heading in the document, make sure it is set as a 'Heading 1'). This will ensure that the document can be efficiently styled once it is exported after you create a document in Nod. Once you've got your heading structure settled, it's also important to make sure the alignment of the text is correct on the page.

4. Add images, tables and links

A document cover page needs a logo! Content assets don't just need to be made up of text. You can also add images, tables and hyperlinks to other content where you need to to really bring you content asset to life. In the video above we show you how to make a cover page look great by adding a logo image. We find a lot of our customers create hyperlinks in their text to link to other content like Product Disclosure Statements.

5. Add Fields into the content

There is nothing worse than having to type the same piece of information in over and over again into a document! To avoid this, replace those pieces of content where repetitive data entry and editing is required with a Field. This is effectively a placeholder in a content asset for data entered into the Nod Form during document creation. As an example, if you enter the client's name into the Client First Name field in the form, that name will flow through into every content asset that has that Field as a placeholder in the content. So you enter it once in the form and it will flow through everywhere in the document it needs to go.

6. Apply changes

Don't forget to apply your changes. Clicking the green Apply Changes button saves you content asset to the Library. For future reference, anytime you need to edit an existing content asset you should be sure to apply your changes so that they flow into any future document that includes that content asset.

If you'd like to find out more about how to cut your document creation time in half please don't hesitate to book a demo!

Joel Robbie