The Batch Document Upload tool can be accessed from the main menu under Tools, Batch Document Upload. You can select multiple files from your hard drive or local network and upload them as Morningstar Office Reports. In addition, you can associate each document with multiple clients. During the upload process, you can also post the documents to the selected clients' Web Portals.
On the toolbar, click Add Files.
Navigate to the file you want to upload from your local drive or network, hover over the file to select it and then click on Open (left-clicking the file will also automatically select it).
Note: Supported file formats include .doc, .xls, .ppt, generic text documents saved as .txt or graphical formats .pdf, .jpg, .gif, or .bmp.
You are returned to the upload dialog, where the document title and format automatically populate.
Each document can be associated with multiple clients/prospects. Click the Client drop-down. Multiple options for locating the intended recipient are available. The Client list is displayed by default.
Enter text in the Search field to create a list of clients that meet your entry.
Click the Client tab to display all clients in the system. Place a checkmark in the corresponding box to select the client(s). To select all clients, check Select All.
Click the Prospect tab to display all prospects in the system. Place a checkmark in the corresponding box to select the prospect(s). To select all prospects, check Select All.
To view a list of all selected clients and/or prospects, click the View Selected tab. From this view you can remove a client or prospect from the list by clicking the X button associated with their name.
The Account field is optional. If you want the name of a specific account displayed for the document in the Reports grid, click the Account drop-down and click on the desired account. Note: This option is only available when a single client or prospect is selected.
The Folder field is optional. Click the drop-down menu and select a destination folder for your documents/reports. If none is selected, the files will be uploaded to the main Reports folder.
The Description field is optional. Enter a description for the document/report.
There are two options for uploading the documents; Upload, and Upload and Post. Place a check next to the files you are ready to upload. If all documents are not selected, a warning message appears. Review your selections and then click Yes to proceed, or No to cancel.
The Upload button transfers the selected files to Morningstar Office, where the document(s) appear in the Reports area of the Client record and on the Reports page (or sub-folder based on your selection)under the Reports tab.
Upload and Post transfers the selected files to Morningstar Office (as indicated above) and also posts these to the Client's Web Portal.