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
Example of creating Co Executor, Trustee, and Guardian Language.
One of the more complicated language additions that you will have in estate planning is the Executor, Trustee, and Guardian Language.
In this video, we give an example of how to set up Executor, Trustee, and Guardian Language in Knackly.
Here is the automated text that was used in the video.
I appoint {}{} and {} to {}{} as Executor{}s{}. If {}both my executors{}my executor{} fails to qualify or ceases to serve for any reason, then I will appoint {}{} {} and {} to {} {}as my {} successor Executor{}s{}. {}