Create New Alert Tips

After you have run a search and requested to create an alert, the Alert Wizard appears and requests information for up to four screens. Complete these screens according to the following procedures.

Wizard Overview Screen

Use the following fields to identify your new alert.

ValueDescription
Alert nameEnter the name of your new alert.
DescriptionEnter an optional description of your alert.

Wizard Delivery Options Screen

You can choose to view your alert results online, or have them emailed to you.

Note: Some subscriptions do not allow for emailed alerts.
ValueDescription
E-mail to

Choose this option if you would like to receive an email when new results are available. Specify the email address to which the email will be sent when there are new results.

View online onlyChoose this option to view your results online in Nexis®. If you select this option, you will not receive a notification when new results are available.
New Email addressIf necessary, enter a new email address that is to receive your alerts.

For example: name1@example.com;name2@example.com

Previously used addressInstead of entering a new email address, you may select from a list of recently used addresses.
Optimise delivery options for email and mobile devicesSelect this checkbox to automatically preset the alert email delivery options so you can effectively navigate long results lists and otherwise interact with the emails on mobile devices. For more detailed information, see What is "Optimise delivery options for email and mobile devices"?.
Add a brief noteEnter any additional information you may wish to use to reference your alert.
Send asSelect the format for your email, either Within e-mail or As attachment:
  • If you choose to receive your results as an attachment, you may choose from Doc, HTML, RTF, or PDF.
  • If you choose to receive your results within an email, you may choose HTML or Txt.
Results format

Specify how you would like your results to be presented when viewing your results online within Nexis® or in an email.

Note: Not all values are available in all contexts.
All Documents, List View
Choose this option to see a list of your results and basic information about them.
All Documents, Expanded List View
Choose this option to see the same information as in List View, as well as each of your search terms in context within a portion of the document.
First 10 Documents, Hits in Context
Choose this option to see the Hits in Context of your first 10 documents.
First 25 Documents, Hits in Context
Choose this option to see the Hits in Context of your first 25 documents.
First 100 Documents, Hits in Context
Choose this option to see the Hits in Context of your first 100 documents.
First 10 Documents, Full Text View
Choose this option to see the complete text of your first 10 documents.
First 25 Documents, Full Text View
Choose this option to see the complete text of your first 25 documents.
First 100 Documents, Full Text View
Choose this option to see the complete text of your first 100 documents.
All Documents, Full Text View
Choose this option to see the complete text of all of your documents.
Just Notify Me
Choose this option to be notified of your results by email.
Group duplicates

Click this checkbox if you wish to select a type of similarity analysis to process your search results. Options include:

Moderate similarity
Include documents with relatively less similarity.
High similarity
Include documents that are nearly identical.
Default fontIf you chose to view your alert results in a list view, the list will be displayed in this font. If you chose to view your results in a full view, the document text will be displayed in this font.
Alert me only if there are new resultsSelect this checkbox to receive an email only when new results are available. If this checkbox is not selected, you will receive emails as you have scheduled them, even if there are no new results.
Include alert settingsSelect this checkbox to include a summary of the set-up information (such as sources and frequency) in the email.
Search Terms in Bold TypeSelect this checkbox if you want your search terms to appear in bold type.
Search Terms UnderlinedSelect this checkbox if you want your search terms to appear underlined.
Include cover pageSelect this checkbox if you want a cover page included with your alerts.
List of included documentsClick this checkbox if you want to include a list of documents with your alerts.

Wizard Frequency Screen

ValueDescription
ManuallyIf you choose this option, your alert will not run automatically at scheduled intervals. It will only run at your request.
HourlyIf you choose this option, your alert will run every hour from 06:00 to 18:00, based on the time zone that you select in the Time Zone drop-down list. Hourly alerts only run from Monday-Friday.
Daily

Choose to run your alert:

  • Monday through Friday, or Monday through Sunday.
  • Once, twice, or three times daily. (If you choose once daily, you may specify a delivery time. If you choose twice or three times daily, the delivery times are set for you).
WeeklySpecify a day of the week and a time of day to run your alert.
MonthlySpecify a day of the month and a time of day to run your alert.
Time zoneSelect your time zone from the drop-down list. For example, Greenwich Mean Time (GMT).

Wizard Share New Feature Screen

Click on the radio button that specifies who can see your alert. Your options include:

  • Keep the alert private so that only you can see it.
  • Share the alert with others across the organisation who can access and subscribe to it.

Buttons

Click on the following buttons as needed as you complete the wizard screens.

ValueDescription
NextClick on this button to advance to the next wizard screen.
Test SearchClick on this button followed by the Continue button to test the search based on the values you've selected.
SaveAfter you have displayed your test results, click on this button to save the alert with the settings you specified.
Edit SearchIf you are not satisfied with your test results, click on this button to edit your search.
PreviousClick on this button to return to the previous alert-wizard screen.
CancelClick on this button to return to the previous page without saving.
Create AlertClick on this button to create the alert.

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