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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Writing a New Document Using a Template (Non X-PLAN Users)

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Once you've finished working on your template, it's time to start creating your document.

From the 'Documents' tab, click 'Create New' to start on your new document.

From here, enter a name for your document, then select which template you will be using to set up your document.

Click here to view our guides to perfective document creation using Nod.

Understanding the form

Inserting data into a document

Using the properties function to understand how data will affect the document

A Guide to the Document Text Editor

'Show template' Toggle

The Formula Function

Inserting Page Breaks

Exporting your document to .docx

Table of Contents