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 from the template editor

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You can create new fields from the template editor too:

  1. Click 'Add Field'
  2. Navigate to 'Create New' in the top row of the pop-up
  3. From here, you can follow the same steps as Field creation from the library to create a new field

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