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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Understanding the Editing Status of Files

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On the Documents page, you will see master list of documents created in Nod.

Whilst everyone on your Nod page can access the files that have been created, only one user can edit a document at any one time.

The 'Locked' status of a document will change if somebody has the document open on their user. If a document is free to be edited, it will be 'open'.

In the document editor, you can change this status. Once a document writer has finished working on a document, it may require review from a peer or senior staff member.

Changing the status of a document will signpost it in the master list for easy viewing:

'In Progress' - a document can be freely edited.

'In Review' - the form is frozen, and edits can no longer be made.

'Complete' - the document is ready to be exported.

Once you export a document to .docx, its status will automatically become 'complete'.

Note the status of a document can be changed at any time, and changing the status is for the benefit of signposting.