How can I set up an alert for other people at my firm?

To set up an alert for another user, save your results first (FILE/Save). Then click FILE/Share Alert.

Select the users you want to set up the alert for, then click the green TURN ON ALERT button at the top of the list and select a frequency for the alert.

You’ll then see their frequency change. Note that frequencies set to “None” will deactivate the alert. You can then close the box.

Last Updated: September 26, 2023

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