This article outlines the layout of our Help Centre so that you can find the information that you need!
We aim to keep the Help Centre up-to-date with the latest features in Equinox and will be continuously improving the content available.
If you think anything is missing, have any questions, suggestions, or cannot find what you are looking for, please contact our Support team who will be happy to assist!
| Section | Folder | Description |
| System Setup | Welcome! | Find out where to get started |
Pre-set Task Configuration | All the information you need to manage your pre-set task lists. | |
Correspondence Templates | Find out how to create and upload templates for letters, emails, forms and documents. | |
| Case Customisation | How to customise your case information fields and more. | |
User Account Setup | Configure your Equinox user account. | |
System Configuration | Admin users can configure your settings for all users within your Equinox account. | |
| New Features | Keep up to date on all the new features in Equinox! This section will be updated regularly so keep an eye on it! | |
| Address Book & Contacts | Address Book Navigation | Find your way around the Equinox Address Book. |
| Organisation Groups | Learn how to group organisations together. | |
| Preferred Associates | Configure a list of preferred associates. | |
| Create New Contacts | Add contacts to your Address Book. | |
| Organisation Contact Settings | Set up contact preferences and finance settings for your contacts. | |
| Location Contact Settings | Configure billing addresses. | |
| People Contact Settings | Configure the contact details for correspondence. | |
| Applicant, Inventor and Licensee Contact Settings | Record official contact information. | |
| Edit Contact Details | Update contact information when details change. | |
| Delete Contacts From the Address Book | Remove unnecessary contacts from your Address Book. | |
| Cases | Case Navigation | Find your way around your cases. |
| Create a Case | Add new cases to your system. | |
| Case Summary | See an overview of an individual case. | |
| Case Details | Record the core information about your cases. | |
| Case Left Hand Menu | Use tools to update case information, create new cases and generate correspondence. | |
| Case Contacts | Link the contacts in your Address Book to a case. | |
| Trademark Management | Learn about settings specific to Trademark cases. | |
| Citations and IDS | Find out how to record citations and create IDS's from Equinox. | |
| Correspondence | Generate Correspondence | Learn how to create letters and emails to your case contacts. |
| Process a Smart Correspondence Task | Find out how to create correspondence using Smart Templates. | |
| Outgoing Correspondence | Use a list of correspondence tasks to task outgoing emails and letters that need to be sent. | |
| Correspondence Management | Configure which contacts should receive correspondence. | |
| Documents | Document Navigation | Find your way around case documents. |
Upload Documents | Add documents to you Equinox cases. | |
| Update a Document | Edit your document details and files. | |
| Document Check In/Out | Use the check out functionality to notify other users if you are working on a document. | |
| Document Left Hand Menu | Use tools to bulk update your document details. | |
| Equinox Microsoft Office Plugin | Use our Microsoft Office integration to open and save documents to your Equinox account. | |
| Finance & Charges | Finance Navigation | Find your way around your invoices and charges. |
| Add a Charge | Add charges to your cases for billable time and fees. | |
| Update a Charge | Amend charge information. | |
| Charge Left Hand Menu | Use tools to update charge information. | |
| Discounts | Learn how to configure discount settings for your client's fees. | |
| Budgets | Find out how to allocate a budget to a case to track your expenditure. | |
| Charge Approvals | Decide if you want charges to require approval before billing. | |
| Invoice Previews | Create draft invoices before generating your final invoices to send to your client. | |
| Generate an Invoice | Learn about the invoicing options avilable in Equinox, | |
| Update an Invoice | Make amendments to your invoice details. | |
| Record/Log Time | Track your time spent working on cases and on other projects. | |
| Finance Exports | Find out how to export your invoices to third party accounting softwares. | |
| Tasks & Deadlines | Task Navigation | Find your way around your case tasks and deadlines. |
| Create a Task | Add new deadlines and reminders into your system. | |
| Task Information | Learn about the details that can be recorded on your tasks. | |
| Update a Task | Amend task due dates and information. | |
| Task Left Hand Menu | Use tools to bulk update your tasks. | |
| Reports | Reports Navigation | Find your way around the reports within Equinox. |
| Report Generator | Learn how to create your own reports. | |
| System Reports | Explore the built-in reports available within the system. | |
| Scheduled Reports | Set up reports to be received regularly by email. | |
| Report Export Settings | Configure your report formats when exporting data from Equinox. | |
| Timesheet Reports | Track all time logged in your Equinox account. | |
| Workflows | Coming soon... | |
| Webinars | View our upcoming Webinar schedule. | |