Send Copy to Outside Firm Dialog Box

You can send searches you have created to Morningstar Office users outside of your organization.  To send a search to someone outside of your firm, do the following:

1. In the Email address box, enter the recipient’s Email address.

2. Re-enter the address in the Confirm Email Address box.

3. Click Add User.  The Email address appears in the Selected Records box.  

4. Click OK.  A dialog confirms that the search is sent.

5. Click OK.

Note: You can add multiple recipients from this dialog.