Getting Started 2

• User Training: Enter Information and Create Documents
• User Training: Add Apps and Transfer Records

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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Basic Troubleshooting 1

• Changing the Normal Style Font for a Single Word Document

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

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

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PDF Designer 1

• Using the PDF Designer

Filters and Functions 18

• Advanced Operators and Expressions Guide
• Relevancy Guide
• Formula Reference
• Filters
• HotDocs to Knackly Functions

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Using Your Data 1

• Importing CSV Data into Knackly

Date Forumlas 1

• Knackly's Date Calculation: Adding Years

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

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