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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'Show Template' Toggle

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When editing a new document, it is easy to review changes you have made to the template by toggling the template.

Clicking the 'eye' button on the left of the toolbar will toggle the original template on or off.

This allows you to revert to the template to see which elements of the template have been automated in the editing of your document. This is helpful to see which rules have been triggered during the editing process, especially the first few times to avoid any errors of omission.