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 Nod - INDEX

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Navigating the Nod Layout

      Guide to the Library

      Understanding the Editing Status of Files

      Using the Search Function

      The Insights Function

      Copying and Downloading Field Entries

                   Copying Field Entries
                   Downloading Field Entries


Creating a Content Template

      Importing a Template from .docx

                    How to Edit and Style your Newly Imported Document

     Creating New Fields

                    Transformation Options for Fields

     Creating New Content Assets

                     Formatting Assets

      Using Content Assets to Build your Template

      Creating New Fields from the Template Editor

      How do Rules work?

      Formatting your Template

      Styling your Template's Text and Contents

      Creating a New Section

      The Properties Feature

Writing a New Document Using a Template

       Understanding the Form

       Inserting Data into a Document

       Understanding how Data will Affect the Document

       A Guide to the Document Text Editor

                     'Show Template' Toggle
                     The Formula Function
                      Inserting Page Breaks

       Exporting your Document to .docx

                      Table of Contents