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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Downloading Field Entries

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You can download field entries from a document form into a .csv file, making it easy to integrate data to your CRM.

Clicking 'Download document field entries' will trigger the download of any data contained in the form in a .csv format. The data can then be uploaded to you CRM for record keeping. This feature makes sure that your CRM and Nod are always in sync.

This makes it easy to integrate data from Nod to an external CRM and ensure your CRM is up to date.