Admin: Managing Alerts in Trellis

Access the Alerts Management Page

1. Open your User Settings.

2. Select Alerts from the menu.

View Alerts

You can choose which alerts you want to see:

• All Alerts – Displays every alert across your organization.

• My Alerts – Shows only the alerts you’ve created or subscribed to.

Export Alerts

Need a report? Click Export to download a list of all alerts created within your organization.

Search and Filter Alerts

Use the search panel on the left-hand side to find specific alerts:

• Keyword Search – Enter a term like “Uber” to find related alerts.

• Matter Name Search – Filter alerts by matter name.

• Status Filter – Display only active or inactive alerts.

Manage Alerts

From the alerts list, you can:

• Turn alerts on or off for specific matters.

• Edit alerts by selecting the edit icon. Within the edit window, you can:

  • Update the alert name.

  • Adjust coverage areas or counties.

  • Assign or change the matter type.

  • Add or remove recipients.

Tips for Staying Organized

• Review your alerts regularly to ensure they’re still relevant.

• Use clear, descriptive names for each alert so you can identify them quickly.

• Disable alerts you no longer need to reduce clutter.