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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Inserting data into a document

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Aside from inserting data through the form, there are other ways to individualise each document from the template you have previously created.

For example, for some clients you may need to include sections in their document that you would not regularly include.

From your document editor, you can access the library to add additional content to the document. In the library, you can access fields and content assets by toggling between the location symbol and the pilcrow symbol. You can search the library per normal, and drop and drag content straight into the document without affecting the pre-saved template.

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