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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How to edit and style your newly imported document

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It is important to note that any imported template will automatically break up paragraphs into new content assets, and title them as per the name of the new template. You should name your new imported template something distinctive.

Knowing which data points are to be edited within each document will be useful, as you can highlight these and add them as editable fields in the document.

The pencil icon allows you to edit the asset, or you can delete assets using the X icon.