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
HotDocs to Knackly Functions
| HotDocs Function | Native JavaScript equivalent | Knackly Equivalent | |
| TEXT + TEXT | text + text | ||
| FIRST( TEXT, NUM ) | text.substring(0, num) | text.first(num) | (extended String prototype) |
| INTEGER( TEXT ) | Number.parseInt(text) | text.toInt() | (extended String prototype) |
| LAST( TEXT, NUM ) | text.slice(-num) | text.last(num) | (extended String prototype) |
| LENGTH( TEXT ) | text.length | text.length | |
| MID( TEXT, NUM, NUM ) | text.substring(num, num) | text.substring(num, num) | |
| POSITION( TEXT, TEXT ) (case insensitive) | text.indexOf(text) (case sensitive) | text.indexOf(text) (case sensitive) | |
| REPLACE( TEXT, TEXT, TEXT, NUM ) (case insensitive) | text.replace(text, text) (case sensitive) | text.replaceAll(text, text) | (extended String prototype) |
| SPACE( TEXT, TEXT ) | text ? text + ” ” : “” (ternary operator) | text ? text + ” ” : “” (ternary operator) | |
| STRIP( TEXT, TEXT, TRUE_FALSE, TRUE_FALSE ) | text.strip(text, true_false, true_false) | (extended String prototype) | |
| TRIM( TEXT ) | text.trim() | text.trim() | |
| NUM + NUM | num + num | num + num | |
| NUM – NUM | num – num | num – num | |
| NUM * NUM | num * num | num * num | |
| NUM / NUM | num / num | num / num | |
| ABSOLUTE VALUE( NUM ) | Math.abs(num) | math.abs(num) | |
| CEILING( NUM ) | Math.ceil(num) | math.ceil(num) | |
| EXPONENTIAL( NUM ) | Math.exp(num) | math.exp(num) | |
| FLOOR( NUM ) | Math.floor(num) | math.floor(num) | |
| LOGARITHM( NUM ) | Math.log10(num) | math.log10(num) | |
| MAX( NUM, NUM ) | Math.max(num, num, …) | math.max(num, num, …) | |
| MIN( NUM, NUM ) | Math.min(num, num, …) | math.min(num, num, …) | |
| NATURAL LOGARITHM( NUM ) | Math.log(num) | math.log(num) | |
| POWER( NUM, NUM ) | Math.pow(num, num) | math.pow(num, num) | |
| REMAINDER( NUM, NUM ) | num % num | num % num | |
| ROUND( NUM, NUM ) | Math.round(num) | math.round(num) | |
| SQUARE ROOT( NUM ) | Math.sqrt(num) | math.sqrt(num) | |
| TRUNCATE( NUM, NUM ) | Math.trunc(num) | math.trunc(num) | |
| ZERO( NUM_VAR ) | x ? x : 0 (conditional/ternary operator) | x ? x : 0 (conditional/ternary operator) | |
| FUTURE VALUE (RATE, TERM, PAYMENT, PRESENT VALUE, TYPE) | finance.FV() | ||
| PAYMENT (RATE, TERM, PRESENT VALUE, FUTURE VALUE, TYPE) | finance.PMT() | ||
| PRESENT VALUE (RATE, TERM, PAYMENT, FUTURE VALUE, TYPE) | finance.PV() | ||
| RATE (TERM, PAYMENT, PRESENT VALUE, FUTURE VALUE, TYPE) | finance.RATE() | ||
| TERM (RATE, PAYMENT, PRESENT VALUE, FUTURE VALUE, TYPE) | finance.NPER() | ||
| TODAY | Date.now() | date.today() | |
| DATE + NUM DAYS | date.addDays(date, num) | ||
| DATE + NUM MONTHS | date.addMonths(date, num) | ||
| DATE + NUM YEARS | date.addYears(date, num) | ||
| DATE – NUM DAYS | date.subDays(date, num) | ||
| DATE – NUM MONTHS | date.subMonths(date, num) | ||
| DATE – NUM YEARS | date.subYears(date, num) | ||
| AGE( DATE ) | date.age(date) | ||
| DATE OF( DAY, MONTH, YEAR ) | new Date(year, month-1, day) | date.new(year, month, day) | |
| DAY OF( DATE ) | date.getDate() | date.dayOf(date) | |
| DAY OF WEEK( DATE ) | date.getDay() | date.dayOfWeek(date) | |
| DAYS FROM( START, FINISH ) | date.daysBetween(date, date) | ||
| MONTH OF( DATE ) | date.getMonth() | date.monthOf(date) | |
| MONTHS FROM( DATE, DATE ) | date.monthsBetween(date, date) | ||
| YEAR OF( DATE ) | date.getYear() | date.yearOf(date) | |
| YEARS FROM( DATE, DATE ) | date.yearsBetween(date, date) | ||
| NOT TRUE_FALSE | !true_false | !true_false | |
| TRUE_FALSE AND TRUE_FALSE | true_false && true_false | true_false && true_false | |
| TRUE_FALSE OR TRUE_FALSE | true_false || true_false | true_false || true_false | |
| TRUE_FALSE = TRUE_FALSE | true_false == true_false | true_false == true_false | |
| TRUE_FALSE != TRUE_FALSE | true_false != true_false | true_false != true_false | |
| TEXT = TEXT (case insensitive) | text == text (case sensitive) | text == text (case sensitive) | |
| TEXT != TEXT (case insensitive) | text != text (case sensitive) | text != text (case sensitive) | |
| TEXT CONTAINS TEXT (case insensitive) | text.includes(text) (case sensitive) | text.includes(text) (case sensitive) | |
| TEXT ENDS WITH TEXT (case insensitive) | text.endsWith(text) (case sensitive) | text.endsWith(text) (case sensitive) | |
| TEXT STARTS WITH TEXT (case insensitive) | text.startsWith(text) (case sensitive) | text.startsWith(text) (case sensitive) | |
| TEXT < TEXT (case insensitive) | text < text (case sensitive) | text < text (case sensitive) | |
| TEXT <= TEXT (case insensitive) | text <= text (case sensitive) | text <= text (case sensitive) | |
| TEXT > TEXT (case insensitive) | text > text (case sensitive) | text > text (case sensitive) | |
| TEXT >= TEXT (case insensitive) | text >= text (case sensitive) | text >= text (case sensitive) | |
| MULT_CHOICE = TEXT (case insensitive) | array.includes(text) (case sensitive) | array.includes(text) (case sensitive) | |
| MULT_CHOICE != TEXT (case insensitive) | !array.includes(text) (case sensitive) | !array.includes(text) (case sensitive) | |
| NUM = NUM | num == num | num == num | |
| NUM != NUM | num != num | num != num | |
| NUM < NUM | num < num | num < num | |
| NUM <= NUM | num <= num | num <= num | |
| NUM > NUM | num > num | num > num | |
| NUM >= NUM | num >= num | num >= num | |
| DATE = DATE | date.isEqualTo( date ) | (extended Date prototype) | |
| DATE != DATE | date.isNotEqualTo( date ) | (extended Date prototype) | |
| DATE < DATE | date.isBefore( date ) | (extended Date prototype) | |
| DATE <= DATE | date.isNotAfter( date ) | (extended Date prototype) | |
| DATE > DATE | date.isAfter( date ) | (extended Date prototype) | |
| DATE >= DATE | date.isNotBefore( date ) | (extended Date prototype) | |
| ANSWERED( VAR ) | x (check the var’s ‘truthiness’) | x (check the var’s ‘truthiness’) | |
| ANSWERED( DIALOG ) | |||
| FORMAT( VALUE, “EXAMPLE” ) | see “filters” document | ||
| UNANSWERED | null | null | |
| VALUE( VAR, EXPRESSION ) | x ? x : expression | x ? x : expression | |
| COUNT( DIALOG ) | array.length | array.length | |
| COUNT( MULT_CHOICE_VAR ) | array.length | array.length | |
| COUNTER | _index, _index0 | note also _parent, which HotDocs did not have | |
| SUM( COMPUTATION_VAR ) | |||
| SUM( NUM_VAR ) | |||
| SELECTION( MULT_CHOICE_VAR, NUM ) | array | array | |
| OTHER( MULT_CHOICE_VAR ) | n/a | ||
| UNION( MULT_CHOICE, MULT_CHOICE ) | array.concat(array) | array.concat(array) | |