Ensure you don’t miss critical changes to the companies you care about
- How to Save a Search from Document Search
- How to Create an Email Alert for a Search
- How to Manage Your Searches & Email Alerts
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.
All search actions, including Save & Alert, My Searches & Alerts, and Share Search are now available directly in the page header for both Document Search and Company Profile.
How to Save a Search from Document 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 Click Save (& Alerts) > Save Search in the page header.
- Enter a name for your search.
- Optional: Set alert to an email schedule or save it to a Dashboard.
- Click Add.
Once saved, your search will be available under the My Searches drop down for easy access and reuse.
Note: Company Profile Follow alerts have been automatically converted to Doc Search Saved Searches. No alerts were lost. You can now manage all your alerts in one place: Searches.
How to Create an Email Alert for a Search
Turn any saved or active search into an alert to receive updates automatically.
To create an alert:
- Run a search in Document Search or navigate to a Company Profile.
- Apply any relevant filters.
- Click Save & Alert in the page header.
- Enter an Alert Name, Frequency, and Time of Delivery.
- Click Create Alert.
Optional: Advanced Settings
Before clicking Create Alert, you can expand Advanced Settings to configure:
- Template: Documents Only, Summarized Documents, or Executive Brief
- List Style: Card or Table
- Delivery Options
- Dashboard: 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.
How to 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 (Searches)
- 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