Assigning Reviewer/Enabling Evaluation Mode

We at DiligenceVault understand the importance of accuracy in your responses to investors and prospective investors. One tool available to help ensure accuracy is Evaluation Mode. This allows one or multiple team members to sign off on answers before submitting your Project. 

To start a review workflow in a project:

1. Start the review workflow process from within the Project by clicking “Enable Review Workflow”
   
2. Click on "Start Evaluation"

This will open up the Assign Reviewers tab, where you can either import review assignments from a previous Project (Copy Reviewers) or create a New Review from scratch. Below, we will cover building a new review from scratch. 

Please note: Review Definitions allows you to save and reuse a review on different templates and is only available for Premium subscribers. 

1. Select which Categories and Subcategories you would like to review. You can also select what response you'd like to apply reviewers.
   
2. Select a Reviewer from your list of users. 
3. Select a Due Date
4. Select Assign Reviewers to finalize your new review assignments.
   
   Please note: Adding multiple reviewers per step, assigning individual due dates, adding multiple steps, and changing minimum reviewers are all available with a Premium subscription. 

Once a Reviewer has been assigned, they will receive an email notification and can begin their Review. To add Reviewers to the other categories and subcategories, select assign & add more to open the Assign Reviewer module back up. 

Here is a short video walking you through the process of assigning reviewers and enabling the review mode.