You can configure LegalWorks to notify you by email when a particular document has changed, or when any document in particular folder has changed.
Setting Document or Folder Alerts
Suppose you want to configure alerts on a specific document in Firm Documents, or within a particular matter. To accomplish this, you will:
1. Navigate to the location of that document (or folder). Select the document by clicking the checkmark to the left of the document or folder’s icon.
2. This will make the LegalWorks ribbon appear at the very top of the page. Click the Files menu.
3. Click the Alert Me button, then click Set Alerts on this Document.
4. Next you will be prompted to configure this alert.
Alert Title: Give the alert a brief, meaningful title. This will be the subject of the email that is sent when an alert is triggered.
Send Alerts To: Who will receive alerts when triggered. By default this will be only yourself, you can optionally add other LegalWorks users.
Delivery Method: Leave configured as E-mail (the default).
Send me an alert when: Define the conditions upon which you’d like an alert to be triggered. We general recommend either:
Anything Changes – you will be notified when any user changes this document (or a document within this folder), including yourself.
Someone else changes a document – you will be notified when any user changes this document excluding yourself.
When to send alerts: We recommend Send notification immediately. Alternatively you may opt to receive a daily or weekly summary.
Over time you may wish to adjust or even delete alerts you have configured. To view or change all of your alerts, navigate to Settings > Manage Alerts. Here you will see a list of all Alerts you have created. You may click to open and adjust any alerts (including alert criteria and when to send alerts), or select any individual alerts and delete them.