The Email Server Settings, located under the Settings page of the Home tab allows you to set your preferences for email capability within the system. The simplistic email functionality included with the Office program serves as the default system for Activities.
To update your Email Server Settings, do the following:
In the left navigation pane, click the Home tab and then the Settings page.
Under Personal Settings, click Email Server Settings to open the options screen.
Under the Email Server drop-down, select Morningstar Office - @mstar.com or Microsoft Outlook. The Morningstar Office email was established based on the user name associated with the system login. Selecting Microsoft Outlook will use that program for correspondence from within Office. Note: Sent emails are stored with the program you selected.
When you select Microsoft Outlook as your preferred email server, two additional options are available. Select Use Microsoft Outlook for Notes and/or Use Microsoft Outlook for Tasks to maintain a record of these items in Outlook. When either of these is not selected, the Note or Task will then be saved in Morningstar Office even though the email server is set to Outlook.
Click Save+Close. Click OK on the confirmation message box.
Note: If you select Microsoft Outlook, your signature will not be displayed on emails sent through Morningstar Office. You can re-insert your signature prior to sending the email by selecting the Signature option from the Outlook Insert menu.