How to Upload Documents Into Morningstar Client Web Portal

Posting Content to the Client Web Portal

Overview

Once you have configured the CWP, and granted clients access to it, you can undertake the process of posting content to the website.

Note: In addition to reports from Morningstar Office, yous tin mail other files to the CWP as well, such every bit a newsletter.

This section explains how to postal service content, remove content, and monitor client usage on the CWP:

• Mail service from the Reports Tab

• Mail from the Client Direction Tab

• Mail service from the Portfolio Management Tab

• Post Files from Outside of Morningstar Part

• Post a Batch of Files

• Remove Content from the CWP, and

• Monitor Client Usage

How do I mail reports to the CWP from the Reports tab?

You can post reports to the CWP for multiple clients at once. To post a report to the CWP from the Reports tab, practise the following:

1. In the left navigation pane, click the Reports tab. The Reports area opens.

2. If necessary, navigate to the folder where the reports you want to post are saved.

3. Check the box(es) adjacent to the study(s) you desire to post.

4. From the Action menu, select Mail to Web Portal.

   

5. A confirmation bulletin appears. Click OK.

6. Click OK when the second confirmation bulletin appears.

How do I post reports to the CWP from the Client Direction tab?

To post a report to the CWP from the Customer Management tab, exercise the following:

1. In the left navigation pane, click Customer Management tab, and so get to the Saved Reports page.

2. Check the box(es) next to the report(s) you want to post.

3. From the Action bill of fare, select Post to Spider web Portal.

   

4. A confirmation message appears. Click OK.

5. Click OK when the second confirmation message appears.

How do I post reports to the CWP from the Portfolio Management tab?

To post a study to the CWP from the Portfolio Management tab, exercise the following:

1. In the left navigation pane, click the Portfolio Management tab, so get to the Saved Reports folio.

2. Check the box(es) next to the report(southward) you want to post.

3. From the Action menu, select Postal service to Web Portal.

   

4. A confirmation bulletin appears. Click OK.

5. Click OK when the second confirmation message appears.

How do I post a file from exterior of Morningstar Function to the CWP?

Y'all can post files (such as a newsletter in PDF format, or an Excel spreadsheet) from outside of Morningstar Office to the CWP every bit well. Posting these files consists of the following steps:

1. Upload the file to Morningstar Office.

2. Assign the file to a client (or clients).

3. Post the file to the CWP.

Alternately, you can also elect to relieve the file to a binder before posting information technology to the CWP.

To post an external file to the CWP, practise the following:

1. In the left navigation pane, click the Reports tab, and select the Reports page.

You can besides do this process from the Saved Reports folio of the Client Direction, Portfolio Direction, Investment Planning, Research or Workspace tabs. Uploading the document from the Reports tab, though, allows you to assign it to a binder you use for your CWP.

2. Click the Upload Certificate icon (above the spreadsheet area). The Open dialog box opens.

   

3. Select the file you desire to upload to the CWP, then click Open up. The file now appears at the top of the Reports folio.

4. Check the box to the left of the file to select it.

5. From the Action menu, select Assign to Customer. the find Clients dialog box opens.

6. Click Go to discover the customer(s) to which you lot want to assign the file.

7. Subsequently adding the client(s) to the Selected Records expanse, click OK to shut the Find clients dialog box.

8. From the Action bill of fare, select Mail to Web Portal.

9. A confirmation message appears. Click OK.

10. Click OK when the second confirmation bulletin appears.

How do I post a batch of files to the CWP?

If you have a number of files outside of Morningstar Part that you’d like to upload at once, you tin can use the Batch Upload tool. The Batch Upload tool allows you lot to upload not only multiple outside files at once, but besides to post them to multiple clients equally well.

To upload a batch of documents to the CWP, do the following:

1. From the carte du jour at the top of the Morningstar Office screen, select  Tools, and so Batch Document Upload. A dialog box opens:

   

2. At the height of the dialog box, click the Add Files icon. The Cull Files to Upload dialog box opens.

   

3. Select a file yous desire to upload.

4. Repeat steps 2-3 for each file you desire to upload.

5. In the Client column, select the customer(s) for whom y'all would like each file to appear on the CWP.

6. In the Account column, select the account you would like to associate with this file.

If you selected multiple clients in step v, you cannot select an account to acquaintance the file to.

7. In the Folder column, select the binder to which each file volition be assigned.

8. When you accept loaded all files and made all assignments, click Upload and Post.

9. Click Shut.

How do I remove content from the CWP?

Occasionally, you might demand to remove content from the CWP. For case, perchance you want to remove reports older than 12 months. Y'all can do this by selecting either private records, or multiple records at once.

To remove content from the CWP, do the post-obit:

1. In the left navigation pane, click the Reports tab, and select the Reports page.

2. If necessary, select the folder which houses the item(south) you lot want to remove.

3. Check the box(es) next to the study(s) y'all want to remove.

4. From the Activity carte du jour, select Remove from Web Portal. The item is removed from the CWP. The next time your client(s) logs in, the item(s) will no longer be seen.

How practise I monitor customer use of the CWP?

Now that you have configured the CWP, granted clients access to information technology and posted reports for them, yous tin monitor whether they have done the following:

• posted files for you lot to see

• logged into the CWP, and

• accessed certain tabs in the CWP.

To monitor your clients' usage of the CWP, practice the following:

1. In the left navigation pane, click the Reports tab, and then go to the Usage Reports page.

   

2. Double-click Client Web Portal Usage. The Customer Web Portal Usage window opens. Any files your clients accept uploaded will appear here. Y'all can also apply this window to monitor your clients' login frequency to the CWP, and which tabs they have visited.

3. If a client has uploaded a document, double-click the row. The Client window opens.

4. Select the Reports folio from the Clients window.

5. Double-click the file you want to see. It open in a new window.

6. To post the file to the CWP, select the box next to the row on the Reports folio in the Clients window, so use the Action menu to select Post to Web Portal.

7. A confirmation bulletin appears. Click OK.

8. Click  OK when the second confirmation message appears.

Meet Also

Configuring / Designing the Customer Web Portal

Administering Access and Use of the Customer Web Portal

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Source: https://admainnew.morningstar.com/webhelp/CWP/Posting_Content_to_the_Client_Web_Portal.htm

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