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Overview

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GETTING STARTED

  • Start Automating in Knackly
    • Course 1 – Introduction to Knackly
    • Course 2 – Introduction to Knackly Docx Templates
    • Course 3 – Introduction to Variables
    • Course 4 – Practice Learning
    • Course 5 – Introduction to Lists and Text Templates
    • Course 6 – Introduction to Tables, Models, and Layouts
    • Object Models and Dynamic Lists

BASICS

  • Variable Formats
    • Date Formatting Examples
    • Text Formatting Examples
    • Number Formatting Examples
    • IF Statement Examples
    • Lists of Items Examples
    • Using Peek
  • Working with Variables
    • Adding Text Variables – Video
    • Options for Text Variables
    • Options for Number Variables
    • Options for Date Variables
    • Options for True False Variables
    • Options for Selection Variables
    • Creating Selection Variables (Multiple Choice) – Video
  • App Intake Options
    • Formatting Your Intakes with Video, Color, and Images
    • Using Layouts in Knackly – Video
    • Setting up the ability to accept file attachments during an intake
    • Working with Conditions in Layouts

KNACKLY DESIGNERS

  • Browser Designer
    • Table Options
    • How to edit and create help text – Video
    • How to edit and create labels – Video
    • Editing Summary Templates – Video
    • Naming your documents – Video
    • Adding Documents to Apps – Video
    • Reusing Tables in Selection Variables
  • 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
    • Using the 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
    • Importing CSV Data into Knackly
  • Date Forumlas
    • Knackly’s Date Calculation: Adding Years

ADMINISTRATION

  • Administering Knackly
    • Creating a Test Catalog in Knackly
  • Release Notes
    • Knackly Release 2020-11-13
  • API
    • Getting Started with the Knackly API
    • Connect Zapier to Knackly

PRACTICE AREA

  • Estate Planning
    • Example of creating Co Executor, Trustee, and Guardian Language.
    • Template: Asset and Liability List for Estate Planning
    • Create Single Successor executor, guardian, and trustee profiles in Knackly
  • Client Intake
    • Creating an email to send to clients
    • Setting up External Client Intakes

My Knackly Word Designer Doesn’t Log In

If you have installed the Knackly Word Designer and when you go to click the login and it just gives you a blank screen, here is what to do.

First, verify you have entered the correct Workspace Name, Email and Password.

If it still doesn’t work then it is likely that your computer hasn’t been able to update to the latest version of Windows.  It is likely stuck at version 1803 and we need it to be at 1903.  The Knackly Word Designer makes use of newer code that requires the latest update.

Here is how to check if you are still on Windows version 1803

In your Windows search bar type “About your PC”

about your pc

Under Windows specifications, you will see an OS build.  If it has 1803 here then we know Windows hasn’t been able to update.

see os build

Here is how to update your computer.

Go to this page and click Update Now. https://www.microsoft.com/en-us/software-download/windows10

It will download an Windows Upgrade file.

Click and run the Upgrade file and follow the installation guide.

Step 2

Verify that you are using the Edge Browser instead of Windows explorer with Word.

Here is a table that shows what you are on.  Word 2013 or earlier does not work with the Edge Browser

https://docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins

Step 3

Install Microsoft Edge WebView2 with the link below

https://developer.microsoft.com/en-us/microsoft-edge/webview2/

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2300 North Yellowstone Hwy, Suite 201
Idaho Falls, Idaho 83401

Phone

(801) 766-3183

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