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!
The Documents tab is located in the header bar at the top of the Nod application.
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.
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.
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:
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!
Once you've completed editing the document, you export the completed document as a .docx file.