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 New Fields

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Fields are crucial in the document creation process.

They provide the spaces in documents where individualised information is stored. It is a good idea to create a database of fields crucial to for your business, in order to simplify template creation.

To create a new field:

  1. Navigate to the Library (link to Library guide).
  2. Click the 'Fields' tab, then 'Create New'

      

       3. Use this pop-up to title and describe your new field.You will be required to select a field 'type' that indicates what kind of data will be contained in the field. For example, for the field 'Client Name', you would select 'short text' to describe the field.

Some field options require more information to complete the creation of the field.

For example, when creating a Dropdown menu field, you must specify which options will be available to select from when you are using the field in a document.

The same is true of multiple choice fields: you must specify the options to select from.

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Transformation options

Nodder-in-Chief