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
Table Options
Table:
A table is just what it sounds like, a table of information. These are used when you have static information that may need to get pulled into your documents over and over again – for example, you could have a table with all of the different states listed. Tables allow you to tie different information to one entry, which can be useful when you want several items to be related to a single answer.
Example: For the ‘New York’ state entry in your table, the first and main entry would be New York. Then you might have a column for the postal abbreviation (NY) and a column to reference the state’s department of labor (New York State Department of Labor). This way, when you have a state tied to a particular piece of information – like an individual or an entity – you can use that one answer to pull information from the relevant column into your documents, instead of having to enter it separately.
Here is a video that shows how tables work.