Ensure you don’t miss critical changes to the companies you care about
Stay on top of critical updates without rerunning the same searches. By saving searches and creating alerts, you can monitor companies, industries, topics, or keywords and get notified when new, relevant content is published.
Save a Search
Save a search to quickly return to it later or use it as the foundation for an alert.
- Run a search in Document Search.
- Apply any filters (date range, sources, companies, etc.).
- Click Save Search.
- Enter a name for your search.
- Click Save.
Once saved, your search will be available in My Searches & Alerts for easy access and reuse.
Create an Email Alert
Turn any saved or active search into an alert to receive updates automatically.
To create an alert:
- Run a search in Document Search
- Apply any relevant filters
- Click Create Alert
- Configure your alert:
- Alert Name
- Frequency: Real-time, daily, or weekly
- Time of Delivery
- Optional: Advanced Settings
-
Template:
- Documents Only
- Summarized Documents
- Executive Brief
-
List Style:
- Card
- Table
- Delivery Options
-
Template:
- Click Create Alert
Note: You also have the option to save the alert to an existing Dashboard
After you set up the Alert, you will receive email notifications with highlighted insights, relevant context, and direct links back to the platform.
Manage Your Searches & Email Alerts
Easily update or manage your saved searches and alerts at any time.
To view or manage your alerts:
- Go to My Searches & Alerts
- Click the three dots next to an alert
From there you can:
- Edit alert name or search criteria
- Update frequency or delivery settings
- Share or send a copy
- Pause or turn off the alert
- Delete the alert
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