Creating and Sending an E-mail

1. There are multiple ways to start the process of creating a new E-mail. Use any of the methods available below.

   1. From the top menu, select New, Activities, E-mail or

   2. From the Home, Client Management, or Portfolio Management tabs, click the Activities page.

2. In the left-hand column, under Current Activities, click Inbox.

3. From the toolbar above the grid, click the down arrow next to New, and then choose Message. The appearance of your message depends on the e-mail server you established under Home, Settings, Personal Settings, Email Server Settings. The instructions below refer to a message created through the Morningstar Office e-mail server.

4. In the To, Cc, and Bcc boxes, either type the e-mail addresses to which to send the e-mail, or use the magnifying glass icon to find the e-mails of your existing clients, prospects, and contacts.

5. Use the Reply To box if you want the recipient to respond to an e-mail address different than the one used to generate the e-mail.

6. In the Subject line, enter a concise description of the intent of the e-mail.

7. In the Regarding line, click the magnifying glass icon to find the clients, prospects, or contacts this e-mail refers to.

8. If you want to include an attachment, click the Attachments button to choose the desired files.

   1. To select a pre-generated report from within Office, click the Attach Office File button. Select the report from the grid and then click Attach and Close.

   2. To select a file located outside the Office program, use the magnifying glass to browse for the file.

   3. When the file path is filled in, click Attach.

   4. If files were added in error, place a checkmark next to the file name and use the Remove button.

   5. When your attachments are ready, click the Close button to return to the e-mail message..

9. Type your e-mail message into the text box. You can adjust the font style, size, alignment, etc. through the text toolbar.

10. When using a message created through Outlook, you can include a predefined signature. Use the Signature icon on the Outlook toolbar, or go to File, Signature to make your selection.

11. Click Send to complete the e-mail. Note: If the e-mail was generated through Outlook, the copy of the e-mail will be saved in your Outlook Sent folder.