Alerts and folders

Tools that need an account. Alerts is one page for the organisations you follow and the phrases you watch. The Plans page says which plan includes what.

Watched phrases

Watch a phrase, under Watched phrases in Alerts, and we tell you when new papers mention it. A watched phrase uses the same words as a search, including quotation marks, OR, NOT and *. You can watch it everywhere, in the organisations you follow, in one nation, or at one organisation. Coroners’ reports sent to organisations in that area are included. A phrase in the organisations you follow looks in the ones you follow each time we check, so if you follow another, it looks there too. When you start watching, we look back over the last 12 months and show you what we find. After that, we only tell you about papers added from then on.

New mentions appear in Alerts. You choose how often we email you about them: as it happens, daily or weekly. Every email has a link that stops it without signing in. Free includes 1 watched phrase, emailed weekly, in the organisations you follow, so follow an organisation first: the follow list is on the same page. Pro includes 3 watched phrases, and Journalist and Organisation 25 each, as often as you choose and anywhere you choose.

Following organisations

Follow an organisation from its page to see everything new from it under Organisations you follow in Alerts: its board, committee and governors’ papers, and coroners’ reports sent to it, newest first. Following is free on every plan, with no limit. Without an account, enter your email address on the organisation’s page: once you confirm it, your free account is made and you follow the organisation.

Your first follow also turns on a weekly email of what’s new, unless you have already chosen how often we email you. You can change it to daily, or turn it off, in Alerts, and every email has a link to stop it. New papers also appear in Alerts. You can make a private feed address for a feed reader too. Anyone with that address can read your list, so keep it to yourself. You can replace or stop it at any time.

Folders and notes

Save a passage, at its page, or a whole document to a folder, and add a note. Only you can see your notes. A saved passage is read again from the papers each time, so if text is removed from a document, it shows as no longer held. On Pro you can save 20 passages or documents, and Journalist and Organisation have no limit.

Citations and downloads

Every result, document and coroner’s report has Copy reference. It gives a simple reference to copy. For legal or academic work, More citation styles has OSCOLA (law), Harvard (universities) and Vancouver (medicine); About this style says where its guide has no exact rule for board papers or coroners’ reports. Or download it for a reference manager: RIS for EndNote, Zotero and Mendeley, BibTeX for LaTeX, or CSL-JSON for Zotero and pandoc. Downloads hold details only, never a document’s text.

A whole folder, or the coroners’ reports explorer’s list, can be downloaded the same way.

AI actions

In the reader you can ask for a summary of a document, or ask what it says about something. On a coroner’s report you can summarise the report and its responses. Answers come only from the document’s text, cite their pages, and say when the text doesn’t cover your question. They are labelled AI-generated: check them against the original before you rely on them. For Extracts only organisations, an answer never repeats more than a short extract.

Pro includes 50 AI actions a month and Journalist 200. On the Organisation plan, each person adds 200, shared by the team.

Organisation accounts

The Organisation plan is for teams: at least 3 people, paid by invoice. An owner or administrator invites people by email, or lets anyone with your email domain join. Shared folders are seen by everyone in the team; your notes stay private. If the plan ends, shared folders become read-only until it’s renewed, though you can still change your own notes. Anyone in the team can comment on a saved item, mention a colleague, and assign the item to someone as to do or done. Comments and assignments are seen by everyone in the team, and Activity on the folder lists what has happened. If you mention someone or assign them an item, they get an email unless they have turned these emails off, in Settings or with the link in any such email. Comments go into a research pack only if you tick “Include comments and assignments”. If someone leaves, their comments stay in the folder as from a former member.

Dossiers

On an organisation’s page, “Build a dossier on a topic” opens one timeline for the words you type: its board papers, the coroners’ reports sent to it and their responses, its CQC inspection reports, and reports from local Healthwatch in its area. Everything is in date order, newest first, with counts and dates only: nothing is scored or ranked. Each entry shows the address of the original first, when we added it and what we can show.

You can add the page’s passages to a folder in one go, or open a research pack with a citation for every entry. Coroners’ reports and CQC reports can’t be saved to folders, but the pack includes them. A dossier shows what our search found in what we hold, not what the organisation did, and says how much of its papers we hold. Which plans include it is shown when you open one.

The API

Organisations can search and read papers from their own systems with an API key. See the API guide. Keys are made by an administrator under Account, API keys. Each organisation can make 10,000 requests a month.