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Overview

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GETTING STARTED

  • Start Automating in Knackly
    • Course 1 – Introduction to Knackly
    • Course 2 – Introduction to Knackly Docx Templates
    • Course 3 – Introduction to Variables
    • Course 4 – Practice Learning
    • Course 5 – Introduction to Lists and Text Templates
    • Course 6 – Introduction to Tables, Models, and Layouts
    • Object Models and Dynamic Lists

BASICS

  • Variable Formats
    • Date Formatting Examples
    • Text Formatting Examples
    • Number Formatting Examples
    • IF Statement Examples
    • Lists of Items Examples
    • Using Peek
  • Working with Variables
    • Adding Text Variables – Video
    • Options for Text Variables
    • Options for Number Variables
    • Options for Date Variables
    • Options for True False Variables
    • Options for Selection Variables
    • Creating Selection Variables (Multiple Choice) – Video
  • App Intake Options
    • 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

KNACKLY DESIGNERS

  • Browser Designer
    • 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
    • Adding Documents to Apps – Video
    • Reusing Tables in Selection Variables
  • 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
    • Using the 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
    • Importing CSV Data into Knackly
  • Date Forumlas
    • Knackly’s Date Calculation: Adding Years

ADMINISTRATION

  • Administering Knackly
    • Creating a Test Catalog in Knackly
  • Release Notes
    • Knackly Release 2020-11-13
  • API
    • Getting Started with the Knackly API
    • Connect Zapier to Knackly

PRACTICE AREA

  • Estate Planning
    • 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
    • Creating an email to send to clients
    • Setting up External Client Intakes

Creating an email to send to clients

In Knackly you can create an email automatically by using a File template that is formatted as a .eml file. Below is a short video on how to create the File template and two examples.

What is an EML file?

EML, short for electronic mail or email, is a file extension for an email message saved to a file in the Internet Message Format protocol for electronic mail messages. It is the standard format used by Microsoft Outlook Express and we have found it to work with Microsoft Outlook.

Text Only Template:

X-Unsent: 1

text/html:

From: {} <{}>

To: {} <{}>

Subject: Getting started on your estate plan

Dear {},

Thanks for choosing Knack and Associates to help you create your estate plan.  To get started click on this link, create a password and fill out the information.  We are looking forward to working with you.

{}

{}

{}

{}

HTML Template:

When using HTML the entire email will need to have HTML formatting.

X-Unsent: 1

From:

X-Unsent: 1

From: Kim Mayberry <kmayberry@knackly.io>

To: {} <{}>

Subject: Remaining Jumpstart Budget with Knackly

Content-Type: multipart/alternative; boundary=”boundary-string”

–your-boundary

Content-Type: text/plain; charset=”utf-8″

Content-Transfer-Encoding: quoted-printable

Content-Disposition: inline

Dear {},

We wanted to let you know …..

–boundary-string

Content-Type: text/html; charset=”utf-8″

Content-Transfer-Encoding: quoted-printable

Content-Disposition: inline

<html>

 <body>

<p>Dear {},</p>

<p></p>

<p>We wanted to let you know….

<p></p>

</body>

</html>

–boundary-string–

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2300 North Yellowstone Hwy, Suite 201
Idaho Falls, Idaho 83401

Phone

(801) 766-3183

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