How Do I Upload a File to a Clients Portal Thrugh Morningtsr

April 12, 2022 Post a Comment

Posting Content to the Client Web Portal

Overview

In one case y'all accept configured the CWP, and granted clients admission to it, you can undertake the process of posting content to the website.

Note: In improver to reports from Morningstar Office, you tin post other files to the CWP as well, such as a newsletter.

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

Post from the Reports Tab
Post from the Client Management Tab
Post from the Portfolio Management Tab
Mail Files from Outside of Morningstar Office
Post a Batch of Files
Remove Content from the CWP, and
Monitor Client Usage

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

Y'all can mail service reports to the CWP for multiple clients at in one case. To post a written report to the CWP from the Reports tab, exercise the post-obit:

In the left navigation pane, click the Reports tab. The Reports area opens.
If necessary, navigate to the folder where the reports you want to post are saved.
Check the box(es) next to the study(s) you desire to post.
From the Action carte, select Post to Spider web Portal.
A confirmation message appears. Click OK.
Click OK when the second confirmation message appears.

How practice I post reports to the CWP from the Client Management tab?

To post a report to the CWP from the Client Management tab, do the following:

In the left navigation pane, click Client Management tab, so get to the Saved Reports page.
Check the box(es) side by side to the report(s) you lot desire to mail.
From the Action carte, select Post to Web Portal.
A confirmation message appears. Click OK.
Click OK when the second confirmation message appears.

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

To mail service a report to the CWP from the Portfolio Management tab, exercise the following:

In the left navigation pane, click the Portfolio Management tab, then become to the Saved Reports page.
Cheque the box(es) next to the study(s) y'all want to post.
From the Action menu, select Post to Web Portal.
A confirmation message appears. Click OK.
Click OK when the second confirmation message appears.

How practice I post a file from outside of Morningstar Office to the CWP?

Yous tin can postal service files (such as a newsletter in PDF format, or an Excel spreadsheet) from outside of Morningstar Office to the CWP equally well. Posting these files consists of the following steps:

Upload the file to Morningstar Office.
Assign the file to a client (or clients).
Post the file to the CWP.

Alternately, you lot can also elect to save the file to a folder before posting information technology to the CWP.

To post an external file to the CWP, do the post-obit:

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

You can also do this procedure from the Saved Reports page 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 folder yous utilise for your CWP.

Click the Upload Certificate icon (above the spreadsheet area). The Open dialog box opens.
Select the file you desire to upload to the CWP, so click Open. The file now appears at the elevation of the Reports page.
Check the box to the left of the file to select it.
From the Activeness menu, select Assign to Client. the detect Clients dialog box opens.
Click Go to detect the client(south) to which you lot want to assign the file.
After adding the client(southward) to the Selected Records area, click OK to close the Detect clients dialog box.
From the Action menu, select Mail to Spider web Portal.
A confirmation bulletin appears. Click OK.
Click OK when the second confirmation message appears.

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

If y'all have a number of files exterior of Morningstar Office that youâ€™d like to upload at once, you lot can use the Batch Upload tool. The Batch Upload tool allows you to upload not just multiple outside files at once, but likewise to mail them to multiple clients besides.

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

From the carte at the top of the Morningstar Office screen, select Tools, and then Batch Document Upload. A dialog box opens:
At the top of the dialog box, click the Add together Files icon. The Cull Files to Upload dialog box opens.
Select a file you want to upload.
Repeat steps 2-3 for each file you want to upload.
In the Client column, select the client(s) for whom you would like each file to appear on the CWP.
In the Business relationship column, select the account you would like to associate with this file.

If you selected multiple clients in step 5, you cannot select an account to associate the file to.

In the Folder cavalcade, select the folder to which each file will exist assigned.
When you take loaded all files and made all assignments, click Upload and Post.
Click Shut.

How do I remove content from the CWP?

Occasionally, you might need to remove content from the CWP. For case, peradventure you desire to remove reports older than 12 months. Yous can exercise this past selecting either individual records, or multiple records at once.

To remove content from the CWP, do the following:

In the left navigation pane, click the Reports tab, and select the Reports page.
If necessary, select the folder which houses the particular(s) y'all desire to remove.
Cheque the box(es) next to the report(s) yous want to remove.
From the Activeness bill of fare, select Remove from Web Portal. The item is removed from the CWP. The adjacent time your client(s) logs in, the particular(s) will no longer exist seen.

How do I monitor client use of the CWP?

Now that yous take configured the CWP, granted clients access to it and posted reports for them, yous can monitor whether they take done the following:

posted files for you to see
logged into the CWP, and
accessed certain tabs in the CWP.

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

In the left navigation pane, click the Reports tab, then go to the Usage Reports folio.
Double-click Client Web Portal Usage. The Client Web Portal Usage window opens. Any files your clients have uploaded will appear here. You tin can also utilise this window to monitor your clients' login frequency to the CWP, and which tabs they take visited.
If a client has uploaded a document, double-click the row. The Client window opens.
Select the Reports page from the Clients window.
Double-click the file you want to see. It open up in a new window.
To post the file to the CWP, select the box side by side to the row on the Reports page in the Clients window, then use the Action menu to select Post to Web Portal.
A confirmation message appears. Click OK.
Click OK when the second confirmation message appears.