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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Introduction to Nod

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Nod is a document automation service for busy professionals.

Using Nod, anyone in the organisation can create templates and documents for clients. By automating the document process, you can save time and boost productivity, while managing compliance and reducing the risk of error.

You could say Nod takes the actual work out of paperwork...

Nod documents are created by pre-programming templates to automate your content, enabling you to create documents efficiently and easily. Anyone can use Nod, utilising the simple data-entry form and drag-and-drop content interface.

Template Creation

Design the document templates your organisation needs. Get a head start with a pre-made document template from our template gallery, or create your own template from scratch. The choice is yours! Templates are fully customisable and when programmed to automate document creation, reduce production time by up to 80%. Fact. Anyone can use Nod - you don't need to know any coding to program a Nod document! It’s all done in the application, with simple dropdown boxes for creating rules that even your technophobe great-uncle Horace could understand.

Document Writing

A simple and logical form structure allows you to write new documents quickly and efficiently. Your document is broken up into flexible content assets that contain different elements of content that can be automatically added or removed when creating a document.

Click here to get started on your Nod journey. Take your time and familiarise yourself with how you can save time and help more clients with Nod.