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.
The left column of your template editor will look something like this.
You can add any new fields to the form that are contained in assets you have inserted into the template.
Creating separate sections for each group of data you need to insert simplifies the data input process. You can move these sections within the field to make it easy to fill out.
Examples of sections include:
Assigning fields into these sections makes it easy to segment the data and quicker to navigate the form.
For example, if you are servicing a single client, rather than a couple, you can easily pass over the sections relevant to couples.