Add & Update Entity Alerts


Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records. Editor users may create or update alerts by doing the following:

  1. Go to "Entities" and click on an entity's "Legal Name" link to view the desired record.
  2. To set an alert for a document, requirement or contact record...
    • On the "Documents" tab, click "Add" to create a new document record and related alert or click on the document title link to edit the document record including the alert settings.
    • On the "Requirements" tab, click "Add" to create a new requirement record and related alert or click on the requirement summary link to edit the requirement record including the alert settings.
    • On the "People" tab, click "Add" to create a new contact record and related alert or click on the name link to edit the contact record including the alert settings.
  3. Check "Send alert?" to send email notifications for the selected record.
  4. Enter a number of days, select "Before" or "After", and select a record date field for the alert. For example, to send an email notification 90 days before a record date, enter "90" in the days field and select "Before". You may enter "0" days to send an email notification on the selected date.
  5. If needed, select the "Repeats" option and set the desired frequency of repeating email alerts after the initial alert. Note that you can set repeating alerts to stop after a certain number of occurences by selecting the "Ends After" option.
  6. Select "Recipients" from the list of Lextree users or click "Add a new option" to enter the name and email address for an email recipient that is not a Lextree user (once entered, these new recipients will be available in the selection list for future alerts). Non-user recipients will only receive the email alerts and will not be able to view any record information in Lextree.
  7. Check "Include message?" to enter a message to be included in the alert email. Leaving this checkbox blank will send an alert message that only contains the summary information for the selected record.
  8. Click "Submit" to create or update the alert.
Add and Update Alerts
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