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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

Working with Variables

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

Phone

(801) 766-3183

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