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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Exporting your document to .docx

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Once you have finished editing your document and it has been finalised, you will need to send it to your client.

The most accessible way to do this is by exporting it to a .docx file to be reviewed, then sent.

Nod makes this as easy as one click.

  1. Once you have completed your new document, you are going to want to be able to send it to your client in an accessible file.
  2. Clicking the green 'Download' image in the top bar of your Nod document will automatically download your document as a .docx file. Downloading your Nod document will set your document status to 'Complete'.
  3. From here, it is a good idea to open it up in Word or a similar processor to ensure the document and its formatting is in line with your needs.
  4. Make sure you check for any necessary edits, for example a Table of Contents, if necessary. Also check that font and formatting has exported correctly!
  5. Now your document is ready to send via email, or be printed!

Related articles:

Making a Table of Contents

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