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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Creating a New Content Template

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Perfecting the creation of templates is key to using Nod to make your document creation process efficient.

Content templates are made up of Fields and Assets, breaking the document up into where values need to be inserted, and where document creation can be automated.

Follow the links below to learn more about perfecting your template creation.

Importing a template from .docx

Editing and Styling your newly imported document

Creating New Fields

Creating New Content Assets

Using content assets to build your template

Creating new fields from the template editor

How do 'Rules' work?

Formatting your template

Styling your template's text and contents (headings and subheadings)

Creating a new Section

The Properties feature

Nodder-in-Chief