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Getting Started
2
User Training: Enter Information and Create Documents
User Training: Add Apps and Transfer Records
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Getting Started
Start Automating in Knackly
8
Overview - Understanding Knackly
Course 1 – Introduction to Knackly
Course 2 – Introduction to Knackly Docx Templates
Course 3 – Introduction to Variables
Course 4 – Practice Learning
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Courses Continued
0
Basic Troubleshooting
1
Changing the Normal Style Font for a Single Word Document
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Basics
Variable Formats
6
Date Formatting Examples
Text Formatting Examples
Number Formatting Examples
IF Statement Examples
Lists of Items Examples
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Working with Variables
7
Adding Text Variables - Video
Options for Text Variables
Options for Number Variables
Options for Date Variables
Options for True False Variables
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App Intake Options
5
Formatting Your Intakes with Video, Color, and Images
Using Layouts in Knackly - Video
Setting up the ability to accept file attachments during an intake
Working with Conditions in Layouts
Using _app.Catalog in Conditions and Fields
Knackly Designers
Browser Designer
7
Table Options
How to edit and create help text - Video
How to edit and create labels - Video
Editing Summary Templates - Video
Naming your documents - Video
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Word Designer
11
Adding Variables to your Word templates - Video
Creating a New Template in the Word Designer - Video
Using the Options in the Word Designer - Video
Installing the Word Designer Add-in
My Knackly Word Designer Doesn't Log In
View all 11
PDF Designer
1
Using the PDF Designer
Transform Your Data
Filters and Functions
18
Advanced Operators and Expressions Guide
Relevancy Guide
Formula Reference
Filters
HotDocs to Knackly Functions
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Reference Materials
0
Using Your Data
1
Importing CSV Data into Knackly
Date Forumlas
1
Knackly's Date Calculation: Adding Years
Administration
Administering Knackly
1
Creating a Test Catalog in Knackly
Release Notes
1
Knackly Release 2020-11-13
API
2
Getting Started with the Knackly API
Connect Zapier to Knackly
Practice Area Tips
Estate Planning
3
Example of creating Co Executor, Trustee, and Guardian Language.
Template: Asset and Liability List for Estate Planning
Create Single Successor executor, guardian, and trustee profiles in Knackly
Client Intake
2
Creating an email to send to clients
Setting up External Client Intakes
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