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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Using the Search Function

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Using Nod effectively means you may have hundreds of different assets and fields in your library, which may be difficult to locate when you need them.

Luckily, Nod has a comprehensive search feature to assist you in finding what you need, when you need it.

On your Nod home screen, the search function is located on the top right of your library.

You can search through your documents, your templates, and your library by typing in key words featured in the names of your files. To make this key word search most effective, make sure you include a ‘%’ symbol between each word in your search. For example a search term might be: 'Joe % Blogs'.

There is also a search function in the library as it can be accessed in the template and document editors.

You can search according to key words in the name of the fields or assets you are looking for.