Archive for March 2020
Knackly’s Price Structure
Problems with Using Microsoft Word Mail Merge for Automation
Using Microsoft Word Mail Merge features to automate documents can present you with several challenges. One of the main challenges is you cannot gather new data effectively. Since the data is stored in one place, and you use Word for the document, it can be hard to merge the data. When new data is acquired…
Read MoreSharing Information with Others
Knackly has made it possible to share information to the different users in your organization. This can be done through sharing Apps. Previously used information can also be reused. This helps you save time by not having to collect the same information over and over again. Through Knackly’s API, information can be shared to other…
Read MoreData Privacy and Knackly
Data privacy is a big deal, that is why Knackly has enabled you to have control over what users in your firm has access to what information. Once permission is assigned, the status can be changed; further helping your control over who has access to confidential information. Knackly uses industry standard security protocols and encryption…
Read MoreStreamline Your Client Intakes
One of the most time-consuming tasks in almost any organization is gathering and entering client information. External client interviews are a way for your clients to fill out their information online, using questions specific to your documents and the data you need. That information is then available to you and automatically populates in your documents…
Read More