You can send search criteria within your firm or outside your firm. When you send search criteria, you are passing along a copy of the search to another user. Any changes they make to their copy of the criteria will not be noted in your search criteria.
To send search criteria within your firm, do the following:
In the left navigation pane, click Workspace. The Workspace area opens.
In the left-hand column, click Search Criteria. The Search Criteria spreadsheet opens.
Check the box to the left of the search criteria you want to send.
Note: You cannot send search criteria created by Morningstar.
From the Action menu, select Send To...Within My Firm. The Find Users Within My Company dialog box opens.
Find the user(s) to whom you want to send the search criteria and click Add.
Click OK.
A dialog box confirms that the search was sent. Click OK.
To send an investment list outside your firm, do the following:
In the left navigation pane, click Workspace. The Workspace area opens.
In the left-hand column, click Search Criteria. The Search Criteria spreadsheet opens.
Check the box to the left of the search criteria you want to send.
Note: You cannot send search criteria created by Morningstar.
From the Action menu, select Send To...Outside My Firm. The Send Copy to dialog box opens.
Enter and confirm the email address of the person to whom you want to send the search criteria, then click Add User. The email address appears in the Selected Records box.
Click OK.
A dialog box confirms that the search was sent. Click OK.