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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Formatting Assets

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Note that standard text formatting in most cases will transfer from another document if you are copy/pasting it into your asset. (For example, bold text will remain bold).

Most of these features you will be familiar with from other text interface programs:

(From L-R)

  1. The formulae function

  2. Add Image
  3. Add table
  4. Add hyperlink (useful to provide links to other content such as Product Disclosure Statements)
  5. Bolden/Italicise/Underline text (note, these will carry over from another word processor if you have copied content into the asset)
  6. Align left/centre/right, or justify text to centralise
  7. Bullet list or number list
  8. Similarly to most Word processors, you can create a numbered list or a nested list.
  9. Remember, hitting 'tab' whilst creating a list will indent the next line, so you can contain sub-points easily within a nested list.
  10. Select Heading formatting

Note: the greyed-out icon is the page break icon. You are unable to use page-breaks when editing an asset, but click here to learn how to introduce page breaks into your document.