You can share search criteria within your firm or outside your firm. Sharing is different from sending in that you can grant the recipient read-write access, allowing them to alter the search criteria. Also, if the user deletes the search, it will be removed from your system, and vice-versa.
To share 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 share.
Note: You cannot share search criteria created by Morningstar.
From the Action menu, select Share With...Within My Firm. A dialog box appears.
Click Add User. 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.
Check the Read Only or Read/Write check box, then click OK. The search has been shared.
Note: Checking Read/Write will allow the recipient to make changes to the search criteria.
To share search criteria 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 share.
Note: You cannot share search criteria created by Morningstar.
From the Action menu, select Share With...Outside My Firm. A dialog box appears.
Click Add User. The Sharing a File 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. You are returned to the previous dialog box.
Check the Read Only or Read/Write check box, then click OK. The search has been shared.
Note: Checking Read/Write will allow the recipient to make changes to the search criteria.