- Trellis Research Knowledge Base
- Account Management
- User Dropdown
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Account Management
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Smart Search Basics
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Trellis Support
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Rulings
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Documents
- Boolean Operators for Smart Search
- About Documents, Generally
- Searching for Documents on Smart Search
- Downloading, Printing or Sharing Documents
- Documents Included with Your Subscription
- Enterprise Large Firm Customers: Deferred Billing Add-on for Document Purchases
- Setting Alerts on Document Pages
- Research Tips for Documents
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Dockets
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Verdicts
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Motion Research
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Judge Research
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Party / Corporation Research
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Counsel / Attorney Research
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Alerts
- Alerts Overview
- Setting an Alert to Track Updates for a Specific Case Docket
- Setting Alerts to Track When New Case Dockets Are Filed
- Setting an Alert to Track When a New Tentative Ruling Containing Your Keywords Is Issued
- Adding Alert Recipients and Excluding Yourself from Alert Notifications
- Alert Settings
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Envelopes Feature
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Motions & Issues Directory
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Judge Biographies
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State Rules Library
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Subscription Information
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Coverage
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Court Comparison Add-On
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Video Tutorials
How Do I Add People to My Account?
Add users to your Trellis account using the Manage Company Users found here.
There are a few ways to add users depending on the number of users you would like to add - individual and bulk.
Invite individual users using the Name, Role, and Email input fields at the top of the page. After adding user information, click “Send Welcome,” and they will receive an email with their account information.
Bulk invite users using the file template upload process. Click on the “Multiple invites via CSV” link and you will be presented with a popup. Download the CSV file template and complete with your user information. Drag and drop the file and “Upload” to invite your users.
We give you FREE Content Views for every invited user that signs up.