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
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–