How do I set up an Alert? Select New on the Manage Alerts page. Select the Alert Type and Reason from the drop-down menus. Select the Days in Advance to receive the alert. Enter the exact Alert Message you would like to appear in the email or SMS message. Finally, select the contract you wish to trigger the alert. You can look up the contracts by Name, Date or Client. Click the Add button to complete the Alert setup. If the Alert successfully adds, a Success message briefly appears.