- Help Centre
- Using SILQ
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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
How to complete a transaction without giving SILQ access to SharePoint, OneDrive or DropBox
In order to save all your documents to a drive such as SharePoint, OneDrive or DropBox you need to allow SILQ access. If you do not want to give access there is another way.
In order to save all your documents to a drive such as SharePoint, OneDrive or DropBox you need to allow SILQ access. If you do not want to give access there is another way.
In system settings, you can completely remove access to your document system
In the dropdown called Document System, change it to say None.
Once done, any document or transaction that produces a document will not automatically save into your document system. Now, you will need to download it and save it manually.
Please remember that if you do not save it yourself, SILQ will not have a record of it later, so it is very important that you remember to manually save it.