Partner Training and Testing Has Begun

Client Information Confidential

This has been an exciting week here at Knackly.  On Tuesday we hosted our first formal training on Knackly with partners throughout the US.

During this introductory training, we went over the basics of how to use Knackly, including how to program documents, Knackly resources and what features are currently available, partner pricing, and our development road map for the next 4 months.

Current Features

  • Web-based administration and storage (SAAS only)
  • Object Oriented design
  • Dynamic selections (Multiple Choice)
  • Nestable lists (Repeats)
  • Filters for formatting text, numbers, dates (and manipulating lists)
  • Each app assembles one DOCX file
  • Interview Conditions based on template logic
  • Text templates to reuse content and logic
  • Copy and paste content fields into templates
  • Labels are text only

MVP Features

  • More polished user interface
  • Apps can assemble multiple documents (or none)
  • Formulas (single-value and list)
  • Finalize syntax for built-in functions
  • Improved error reporting
  • Assign users permissions to collections
  • Preliminary documentation
  • Labels will be treated as templates

Features to Come

  • Custom layouts (allows more control of the interview)
  • Defaults
  • Insertion of DOCX templates
  • Word add-in
  • HotDocs conversion tool
  • Publishing features (ability for a publisher to grant selective access to their types and templates)
  • External-facing interviews
  • Open API
    • Zapier
    • Clio
  • Automate PDF templates
Kim Mayberry

Kim is the CEO and Co-Founder of Knackly, a powerful tool that makes it easier than ever to automate critical processes in your business.

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