As part of Morningstar Document Research's commitment to providing exceptional client service, we offer a number of training options to fit your specific requirements. Please join us for a free training session to become familiar with ways Morningstar Document Research can help you perform tasks more efficiently. You are welcome to join as many sessions as you choose. The schedule is listed in Central time. All training sessions are conducted by our Librarian Relations Group. Our librarians have expertise in legal, finance, compensation, and competitive intelligence research. For additional information, please contact the Librarians at documentresearch_librarians@morningstar.com

Welcome to Morningstar Document Research
Learn how to quickly extract the filings information you need. This overview of key features includes Boolean searching, a description of the specialty databases, setting account preferences, and creating alerts. For new users and those needing a refresher course.

Morningstar Document Research Professional
Learn how to use the organizational tools available to Morningstar Document Research Professional clients to help you manage search results efficiently. This overview of key features includes Boolean searching, setting account preferences, and creating alerts. Professional subscribers have access to: Workshare, xlsSnapshot, compare documents, and MDL (Mass Download).

Morningstar Document Research Premium
Learn how to take advantage of the financial information available to Morningstar Document Research Premium clients to get additional meaningful data for your research projects. This overview of key features includes Boolean searching, setting account preferences, creating alerts, and downloading large amounts of flings. Premium subscribers will also learn how to perform fundamental data analysis, peer group evaluation, search earnings transcripts and how to compare documents.

Advanced Search Techniques: Keywords
Participants will learn how to create more complex, targeted searches Boolean connectors and other keyword-searching tools.

Alerts Management
Learn how to create real-time alerts on the basis of specific companies, filings or keywords of interest to you.

Exhibits
Learn how to search this essential database for contracts, press releases, legal opinions, agreements and other valuable information.

Prospect Research
Learn how to identify and locate information about high-value individuals and their corporate network. Target audience: non-profit organizations and university development offices.

Executive Compensation
Learn how to find employment agreements, CD&A information, and executive salaries and biographies.

Competitive Intelligence
Learn how to search for competitors, information on a company's risk factors, executives, IRS numbers, subsidiaries, and more.

Mergers & Acquisitions
Learn how to search for mergers and acquisitions actions. Create alerts on future deals, locate M&A announcements, find tender offers, and uncover merger plans.

Intellectual Property
Learn how to search for patent, trademark and copyright information including licensing agreements, infringements suits, accounting policies and more.

Real Estate
Find lease agreements, property information, termination dates of lease, and locating leases in a certain geographical area/industries.