Editing or Creating New Documents on the Register

As well as automatically adding generated documents to the register, you can manually add an external document or email to the register for a particular matter.

First you need to save the document, email etc, into the client folder on your hard drive or online document system. To locate that folder, just click on the Open Matter Folder button at the top of the Document Register window. SILQ will automatically open up the client folder on your hard drive or online document system where you can save the document, email etc.

Next, click on the New Doc Record button on the top toolbar. The Update Document window will open ready for you to enter the details of the external document or email. In the example above, an external letter document has been added to the document register. 

Fields:

• Date: This is the date the document was created
• Time: This is the time the document was created
• Class: The class indicates how the document was produced. Eg A Generated Document was generated by SILQ, an External Document was created some other way.
• Description: This is a description of the document
• Draft Status: Is the document still a draft or is it complete
• Doc No: If you want to have document tracking numbers you can enter them here
• Type: This indicates what type of document it is. Eg is it a web page or is it a document
• Author: Who authored the document
• Recipients: Who the document was sent to
• Document Name: This is the file name of the document. This is the file that will be opened when you click on the Open Document button.
• Keywords: This allows you to enter searchable keywords so that you can find the document more easily later on.