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
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.
*Slight variations might appear in visual references as we continually improve Knackly and our documentation.*