Templates are a way for Morningstar Direct to share popular files with you. Currently, we offer popular universes such as US Open End Fund, Europe Open End Fund and many others. Additions to this list will be based on demand and feature enhancements. In the future, you will probably see other types of files (besides search criteria).
Add templates by going to the global bar and selecting File>Add Templates. Select the pre-defined templates of interest. Pre-defined search templates selected will then appear in appropriate file list. The same template can be added multiple times by going back into the Add Templates dialog. You are the owner of templates, so you can modify, share, or delete the file.