The Automated Notifications feature allows you to run searches automatically and have the search results emailed to you according to your schedule. Another way to receive project infomation via email is to track a specific project and have any updates to that specific project emailed directly to you, click here for more.
To Run Searches Automatically and have the results emailed to you:
- Log onto your Network service and click on the Projects tab located at the top of your screen.
- If your performing a new search
- Enter your search criteria, under the section choose how often you would like to receive search updates; Daily, Weekly or Bi-weekly (every 2 weeks). More on creating a new search »
Note: If you select Do not email, the search will not be scheduled.
- For an existing Saved Search
- Select your search from the saved search dropdown at the top of the page, then click the “edit” button to the right of the box. Under the section choose how often you would like to receive search updates; Daily, Weekly or Bi-weekly (every 2 weeks). More on saved searches »
- Choose the template for the email: Limited (1-line), Project Summary or Project Capsule. Click the View Examples of Templates link to see what each of the templates will look like.
Note: The Limited format will send you a text based email, while the Project Summary & Project Capsule formats send you an HTML email. Check with your IT department to ensure your email server is set to receive HTML emails. Otherwise, choose the limited (1-line) format.
- You can send this project search email to additional email address by selecting the check box next to
and entering up to 10 additional email addresses, separate each email address with a comma.
Note: You will also need to send this email to the email address you use when you log in to the Network. You can only send the Limited (1-line) option to users outside of the Network,
Project Capsule or Summaries can only be delivered to other licensed Network users.
Below is an example of the Search results email you will receive.
You can also get email alerts on your tracked projects. To do this you must first set up a tracking folder.
- First run a project search, then from your search results, select the projects you wish to track.
- From the track drop down, select the Folder where you want these projects to reside or create a new one.
Use the ‘Hidden Projects’ folder to move projects you DON’T want to see in future search results. If you’re only going to create a few Tracking folders, simply choose the ‘My Projects’ folder.
- When you’ve selected the projects you would like to track and the tracking folder to put them in, click the blue ‘Alert’ button. You’ll be alerted automatically via email when that project has been updated with new information.
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