Attachments

To attach a Morningstar Office file:

  1. Click . The Attach Report box opens.

  2. Select the files you want to attach by checking the box to the left of the report name.

  3. When you have selected all the Morningstar Office files you want to attach, click . You will return to the Attachments box and the file name will appear in the white box.

  4. Click . You'll return to the New E-mail box and the attachment will be listed.

 

To attach another type of file:

  1. In the Choose a file to attach: box, click the magnifying glass icon. The Choose file dialog box opens. Highlight the file you want to attach and click Open. The file location will appear in the box.

  2. Click . The file name appears in the white box.

  3. Click . You'll return to the New E-mail box and the attachment will be listed.