cancel
Showing results for 
Search instead for 
Did you mean: 

Upload external documents to Office Cloud

Upload external documents to Office Cloud

In some cases, you may want to bring an outside document into Morningstar Office Cloud, such as a quarterly newsletter or market commentary. Once uploaded, you perform the same tasks as a report generated within Morningstar Office Cloud, such as moving the document into folders, archiving, and publishing to the Client Web Portal.
Uploaded reports must be under 4 MB. The following file types can be uploaded into the platform:

File Type File Extension
Microsoft Word document .doc
Microsoft Word 2007 document .docx
Microsoft Excel workbook .xls
Microsoft Excel 2007 workbook .xlsx
Adobe Acrobat file .pdf
Microsoft XPS document .xps
Text file .txt
Bitmap image .bmp
GIF image .gif
JPEG image .jpeg
PNG image .png
ZIP file .zip

 

To upload an outside document into Morningstar Office Cloud, do the following:

  1. From the Menu, select Reporting > Reports. The Reports page opens.

    Click here to start.Click here to start.

  2. On the header, click Upload. Your system’s File Explorer opens.

    Click the Upload icon.Click the Upload icon.

  3. Navigate to the document you want to upload, then click Open. The Assign Client box opens.

    Click to select a document.Click to select a document.

  4. If you are using an administrator login, from the Select Advisor drop-down menu, select the advisor to upload the report to.
  5. In the Search for clients field, type the name of the client you want to assign the document to. Then select the correct client.

    Note: To publish to the selected client’s Client Web Portal immediately, check the box next to Publish to Client Web Portal.Note: To publish to the selected client’s Client Web Portal immediately, check the box next to Publish to Client Web Portal.

  6. Click Upload. The outside document is available at the top of the Reports page.

To learn more about working with reports in Office Cloud, see our guide on Working with Standard Reports.

Version history
Revision #:
1 of 1
Last update:
‎01-22-2020 10:37 AM
Updated by:
 
Contributors