Welcome! 4

• Getting Started
• System Setup Checklist
• Equinox Glossary
• Help Centre Overview

Pre-set task configuration 17

• Pre-set Task List Configuration Overview
• View Your System Pre-sets
• Add Pre-set Task Associated Templates
• Pre-set Base Dates
• Pre-set Task Custom Dates

See all 17 articles

Correspondence templates 14

• Correspondence Templates Overview
• Standard Template Configuration
• View/Edit Standard Templates
• Standard Templates - Set Up a Blank Letter Template
• Set Up Smart Templates

See all 14 articles

Case customisation 3

• Case Code Generation
• Customise Case Layouts
• Manage Case Statuses

Finance configuration 6

• Automatic Invoice Numbers
• Xero Export Setup
• LEDES Export Setup
• Sage Export Setup
• Multi-Currency (Version 9)

See all 6 articles

User account setup 2

• Use Two-Factor Authentication (2FA) Login
• Smart Templates - Configure Send From Email Addresses

System configuration 10

• Create/Edit Custom Information Fields
• Homepage Dashboard
• Ethical Walls
• Forgotten Password Reset Functionality
• Equinox API

See all 10 articles

Expressions 6

• Glossary of Object Definitions
• Examples - Boolean conditions
• Example - Charge generation expression
• Examples - Add to date
• Examples - Matter relationship

See all 6 articles

Default Configuration 8

• Default Equinox Configuration Overview
• Default Case Categories & Sub-categories
• Default Case Layouts
• Default Case Reference Format
• Default Case Statuses

See all 8 articles

User Account Management 4

• User Edit Screen Overview
• System Permissions
• Edit User Information
• Add A User

CSV Data Imports 3

• CSV Data Import - Tasks
• CSV Data Import - Charges
• CSV Data Import - Cases