- Help Centre
- Document register, Document templates and Court Forms
- Template Editing
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Setting up SILQ
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Getting Started with SILQ
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Financial Management
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Advanced Accounting and Reporting
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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
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Legal Details
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Document register, Document templates and Court Forms
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Using InfoTrack in SILQ
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Using SILQ Outlook Add-In
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SILQ & Word Integration
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Exporting Data
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Invoicing
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Using SILQ
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Reports
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Emails in SILQ
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Estates
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Time Entries
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MYOB
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Xero
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Dashboards
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Budgets
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Permissions
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Contacts
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SILQ Security
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Early Access
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Moving to SILQ
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What's New
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SILQ Desktop
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Subscription & Billing
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Lexon Integration
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Firm Directory
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Pricing Plans
Five Types of Templates
There are five types of templates. These include, Document Templates, Emails, Document Packs, Precedents, and Court forms.
Document Templates:
These templates form the basis of all the documents that you can generate out of SILQ. They are Word templates and they can be opened in any version of Word and edited like an ordinary word document. The templates in SILQ allow you to create documents quickly at the click of a button. They also support Open Office.
For example: You can generate an invoice instantly and SILQ will pull in the clients name, address and amount because this data is already entered into your SILQ database. Your invoice will then open up in word ready to be printed. All document templates are editable and you can create your own as well. Eg. Putting in your own letterhead and change formatting etc.
Email Templates:
These are similar to document templates, but instead of creating a document it will create an email. It will fill in such things as the contact's email address, the matter name, as well as being able to have content already prepared for the email, such as a bill cover email.
Document Packs:
Document packs are very powerful. Often when you are doing something like generating an invoice, you don't want just one document to be generated, you want a few. In the case of an invoice you may want not only the invoice, but a cover letter and an envelope.
A document pack allows you to define a group of document or email templates to generate all at once. Refer to this article to see a more in depth explanation of document packs.
Court Forms:
Refer to this article to see how to use court forms.
Precedents:
Our library of legal precedents which cover most areas of law. (Subscription Required)