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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Create a Document

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Nod is a document automation platform, so naturally one of our major features is letting you create a document!

All the amazing work that happens to create your document templates, with all the automation and logic that goes into those, comes to life when you create a document. This is where you see the efficiency gains, the cost reductions and the client experience improve because all of a sudden you can turn around a document 10 times faster than before.

Creating a document is also super simple!

1. Navigate to the Documents tab

The Documents tab is located in the header bar at the top of the Nod application.

2. Click the 'New' button

Clicking the 'New' button starts the document creation process and opens up a pop-up box where you'll fill in some basic details about your document.

3. Complete the Create New Document box

This is the pop-up box where you complete some basic details about the document you're creating including naming the document and selecting the document template to draw the content from. Customers who have integrated their XPLAN will also see a selection box where they can select a client from their XPLAN list to pre-populate the document with all of their existing data.

4. Edit the document

To make it easy to add content to your Library and provide you with insights on how you and your team create documents, we decided to build our own document editor! It's a fully-featured text editor that allows you to do the following things while you're editing your document:

  • Align your document content
  • Bold, italicise, underline document content
  • Add images to document content
  • Add tables to document content
  • Add and remove content assets
  • Add formulae
  • Add hyperlinks to document content
  • Format text into bullet and numbered lists
  • Format document content into Headings and body text

We're adding to this list of document editing features all the time and would love to hear from you about any ideas you might have!

5. Export the document

Once you've completed editing the document, you export the completed document as a .docx file.

Joel Robbie