Personalisation

Creating a new personal account

If you want to save searches, set up search alerts and save frequently used documents, you should create a personal account. Personal accounts are available to all users whether they are in a large firm logging in via IP recognition, or in a smaller firm logging in via username and password. Any information saved in your personal account cannot be seen by other users.

When you first login into the site, you will see a link to either sign in to or create your personal account.

Sign in to or create your personal account

Click the "Create your personal account" link in order to display the sign-up form.

Personal account sign up form

 Enter the following information:

  • Your name
  • A valid email address - the system will send updates on any search alerts you create to this address
  • A suitable passoword or six characters or more 
  • Type in the two words displayed in the "reCaptcha" box - this protects the site and your account from abuse

When you have completed the sign up process, your name will be displayed at the top of the screen, like this:

Name displayed after signing in

Now you can save documents and searches to your personal account.

Saving documents to your personal account

To save a document, click the "Save" button in the toolbar on the document page.

[personal_save_search_button.png]

You can review your saved documents at any time by clicking the "My personal content" link at the top of the page.

Click the My personal content link

Note that you can also access your recently viewed and all saved documents through the Recent Content and Searchesdropdowns.

Saving searches to your personal account

To save a search, click the "Save" button in the toolbar on the search results page.

personal_save_search_button.gif

The following form will be displayed:

Setting up a saved search with email alert and notes

Title for search

The default title for the saved search will be whatever terms you searched for and, if applicable, any filters applied to the search.

See the help section on search in this help file for more information on searching.

Notify me via email of new results from this search

Optional: If you check this box the system will send an email alert when this search finds new documents. The system will use whatever email address you supplied when creating your personal account. See Creating a new personal account for more information.

Notes

Optional: You can add comments on the search into the Notes box. If those comments are extensive, the Notes box can be resized by clicking and dragging the bottom right corner of the box.

Amending a saved search

If you wish to amend a saved search, click the My personal content link at the top of the screen.

List of saved searches in personal content folder