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
IF Statement Examples
IF Statement with True/False Variable
{}
Advanced Planning. In addition to the services described in Paragraphs 2.1. and 2.2., Attorney shall prepare for Client. Attorney shall also provide Client with appropriate tax identification numbers for any irrevocable trusts which will be funded immediately and will provide the trustee with a letter outlining the scope of responsibilities which the trustee must perform.
{}
IF Statement with Selection variables
{}
You have chosen to only have a Will created for your estate.
{}
You have chosen to have a Will, POA, and Health POA
{}
You have chosen to have a Will, Trust, POA, Health POA
{}