| Value | Description |
|---|
| Overview | - Title
- This is the name by which the alert will appear in the Alerts list.
- Description
- This is an optional description of the alert which, if entered, will appear in the Alerts list.
- Search terms
- Displays the search terms you used when you created the search on which the alert is based. If you wish, you can edit
these terms, but keep in mind that that may cause the alert to generate considerably different results from the results generated
by the original search.
- Search type
- Displays the type of search used in the original search, either natural language or terms & connectors, and the type of search
the alert will conduct.
- Matter
- The default matter ID is selected by default. If you do not want to change the matter ID, no action is needed. Otherwise, either select
Recent matter and choose a matter you've recently used from the drop-down list, or select New matter
to enter the name of a new matter.
- Note
- This is an optional note associated with the alert which, if entered, will appear in the Alerts list.
|
| Monitor | - Content Type / Narrowed By
- Displays the content types the alert will monitor (i.e., search according to the specified frequency). The content types included in the original search
are selected by default. Any additional filters applied using the Narrow By options in the results list are displayed to the right of each
content type. Select the checkbox of each content type you want the alert to search; clear the checkbox of each content type you do not want the
alert to search. Select Select all to select all content types; select Clear all to clear all content types. At
least one content type must be selected before you can create the alert.
|
| Deliver | - Duration
- In the Start and End boxes, enter the dates (or select them from the
calendars) identifying the time span over which you want the alert to run.
- Delivery Type
- Select Online only or Email + Online. Online only indicates you want to view
results by accessing the alert from the Alerts list. Email + Online indicates you want to be notified of results by email (you can also
view results by accessing the alert from the Alerts list).
- Email address
- Appears only if you select Email + Online delivery. Enter the email address to which the results notification should be sent.
- Delivery format
- Appears only if you select Email + Online delivery. Select the format in which you want the notification to appear, either
HTML or Text.
- Frequency
Appears only if you select Email + Online delivery. Select how often you want to be notified of any results. - Daily
- Notification is delivered each day of the week. Select the time of day you prefer.
- Business daily
- Notification is delivered each day from Monday through Friday. Select the time of day you prefer.
- Weekly
- Notification is delivered once a week. Select the day of the week and time of day you prefer.
- Monthly
- Notification is delivered once a month. Select the day of the month and time of day you prefer. If the day you select
doesn't occur in a certain month, the notification is delivered on the first day of the following month. For example, if you select
30, a notification will be delivered on 1 March, because 30 February doesn't exist.
- As updates are available
- Notification is delivered as soon as updates are available.
|
| Share | - Enter a user's name ...
- Use this to identify users with whom you want to share the alert. You can enter a user name directly (using the format last name, first
name), or you can enter a user's email address. As you are typing, a list of user names may appear matching the characters you have typed. If you
see the user name you want, you can select it from the list. Likewise, if the Recent users list appears and contains the user
name or user's email address, you can select it from that list. After you have identified a user in any of these ways, select
Add to Share to add the user's name to the Added Contacts list (see next).
- Added Contacts
- This lists the users you intend to share the alert with. If you want to delete a user from the list, select the X to the
right of the user's name.
|