- Start Automating in Knackly
- Variable Formats
- Working with Variables
- App Intake Options
- 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
- Filters and Functions
- Advanced Operators and Expressions Guide
- Relevancy Guide
- Formula Reference
- Date Calculations
- 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
Start Automating in Knackly
Course 1 – Introduction to Knackly
Get started by logging into your online Workspace and the Knackly Word Designer. Learn to navigate through each and become comfortable with the terminology. Understand how the two spaces work together and continue on through the training courses to start creating your templates.
Course 2 – Introduction to Knackly Docx Templates
Knackly docx templates are key to building your Workspace. To get started, you have a choice of adding new docx templates through the Knackly Word Designer or on the Knackly Online Workspace. The choice you make might be determined by the specific task at hand.
Course 3 – Introduction to Variables
Variables are the foundation to your templates. They will ask the questions and fill in the correct information within your docx templates because of the structure you are providing when you create them.
Course 4 – Practice Learning
We have reviewed what Knackly Online and Word Designer look like along with the terminology and functionality. We have also looked at creating a template and adding variables. There has been a lot of information to take in, so now seems like a great time to put in some practice.
Course 5 – Introduction to Lists and Text Templates
In this course, we will learn about using lists and text templates within the docx template. Lists allow us to ask the same question and get multiple answers which we can then manipulate in various ways.
Course 6 – Introduction to Tables, Models, and Layouts
The Knackly team has thought about how to make document assembly easier for everyone to be able to create their own templates. Reusable Tables and Models are a big part of that. Tables are just like you might be thinking, a table of information.
Object Models and Dynamic Lists
One of the benefits of Knackly is being able to create universal Models that you can reuse as many times as needed. Each Model will contain a set of Variables that relates to its main purpose. For instance, the most popular Model to create is about any given party. You can think of a party as a contact, a party to a legal action, or any entity for which you want to collect and use data for answers throughout your templates.