- Help Centre
- Using InfoTrack in SILQ
- How to perform a search using InfoTrack
-
Setting up SILQ
-
Getting Started with SILQ
-
Financial Management
-
Advanced Accounting and Reporting
-
Trust Accounting
- Trust Accounting
- Controlled Money Receipts
- Statutory Deposits and Receipts
- Entering and Transferring Unknown Deposits
- Trust Accounting Chart of Accounts
- Trust Reporting
- Deposit Adjustments and Withdrawals
- Trust Account Bank Reconciliations
- Trust Reconciliation Example Scenarios
- Trust Transaction Dating and Trust Money Recording
- Trust problem trouble shooting
- Protected Trust
- Automatic Bank Feeds
-
Legal Details
-
Document register, Document templates and Court Forms
-
Using InfoTrack in SILQ
-
Using SILQ Outlook Add-In
-
SILQ & Word Integration
-
Exporting Data
-
Invoicing
-
Using SILQ
-
Reports
-
Emails in SILQ
-
Estates
-
Time Entries
-
MYOB
-
Xero
-
Dashboards
-
Budgets
-
Permissions
-
Contacts
-
SILQ Security
-
Early Access
-
Moving to SILQ
-
What's New
-
SILQ Desktop
-
Subscription & Billing
-
Lexon Integration
Doing an InfoTrack search from the Legal details screen
Please note this is just a basic example of doing a search. You will need to contact InfoTrack on how to do a comprehensive search on their site.
To perform a search from the Legal Details screen, navigate to the matters screen by clicking on the Matters button on the left Favourites Bar.
In the main window of the matters screen, click on the matter once that you want to run a search on. It will highlight in grey.
Next, click on the Legal Details button in the top toolbar and you will be taken to the Legal Details screen. Click on the Searching Tab in the Legal details window.
To perform an InfoTrack search, click on the Start Info Track Search button in the Top Toolbar. If you have entered your InfoTrack username and password into the Systems Settings area of SILQ, your web browser will launch and you will be automatically logged into the InfoTrack website where you can perform your search.
(If you haven’t entered your InfoTrack username and password into SILQ, refer to this article to see how to do this.)
To see how to do a basic search on the InfoTrack website, refer to this article.