Westlaw Australia

Create a contact group

Contact groups can be used to send: alerts, newsletters, reports, and share folders.

1. To create a contact group, click the User Preferences icon in the top menu.
2. Select Contacts from the menu.

3. In the pop-up window, select the Add Group button in the top-right.

4. On the left-hand side, filter your organisation's contacts by name.
5. Click the person's name to add to the right-hand side.
   Use the information icon to see more details about the contact.
6. On the right-hand side, add a name for your group.
7. Tick the checkbox to make the group available to others in your organisation, if you prefer.
8. When all contacts are added, click Save Group.

9. Your new group will show on the right-hand side of the Contacts pop-up box.
   You can view members, edit, or delete the group with the options on the right-hand side.
10. When you are finished, click Close.

You can now send Westlaw resources to this group of people.

Create a Custom Page contact group

1. To share your Custom Page with a group, select the Manage Page button and click Send Copy in the menu.

2. In the top-right of the pop-up box, select Custom Pages Contacts.

3. On the right-hand side, select the Add Group button.

4. In the People pane on the left, filter for people by typing in the search field.
5. Add them to the group by selecting their name; their name will appear in the Group Members box on the right-hand pane.
6. In the New Group pane on the right, add a name for your group.
7. Click Save Group.

8. Your new group will show in the Contacts pop-up box. You can view members, edit, or delete the group with the options on the right-hand side.
9. To send the Custom Page to the group, select the group name from the Groups panel on the right.
10. The group name will appear in the panel.
11. Select Insert Contacts to continue and send your Custom Page.