Creating Documents - Nod makes this part a blast.
Nod is a document automation platform, so naturally one of our major features is letting you create a document! All of the logic and automation built into your document template comes to life when it's time to create a document. This is the fun part - when all the magic happens! This is where you'll see increased efficiency, reduced costs and an improved client experience because all of a sudden document delivery times are drastically slashed - by up to 80% in fact..
Here's how...
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.
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