GETTING STARTED
BASICS
KNACKLY DESIGNERS
- Browser Designer
- Word Designer
- 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
- Inserting Docx templates within a Docx template
- Trouble Shooting Word Add-in Designer
- Indenting Variables in Microsoft Word
- PDF Designer
TRANSFORM DATA
- Filters and Functions
- Advanced Operators and Expressions Guide
- Relevancy Guide
- Formula Reference
- Date Calculations
- Filters
- HotDocs to Knackly Functions
- List Functions
- Date Formats
- Text Functions
- Using Knackly Queries
- Using the date.today() Feature
- Using _app for hiding and showing labels, help text and text blocks in layouts
- Date Calculation Examples
- Finance Functions
- Order of Operations Guide
- Math Functions
- Knackly Formula for Totaling Costs in Tables
- Creating Multiple Documents From a List
- Using Your Data
- Date Forumlas
ADMINISTRATION
PRACTICE AREA
Connect Zapier to Knackly
In order to connect Knackly to Zapier you will first need to click on the following link to give your Zapier account access to Knackly.
https://zapier.com/developer/public-invite/99482/d629bb5a0a6b96c62259fb4e3e3cf11c/
Then in Knackly go to the API Keys menu and create a new API. You will use that key in Zapier to connect to Knackly.