DiligenceVault provides a standard auto-fill option in order to automate the process of filling in answers using responses from previously completed projects, as well as using your Q&A Center. This is done to eliminate the time-consuming process of manually searching for individual responses.
- Open the Questionnaire from the Diligence > Projects tab
- Select the Auto-Fill button at the top of the questionnaire.
- Click on Responses
- Choose the preferred mode as Standard (To autofill the questionnaire with the help of AI; refer to: AI-Powered Autofill with Multi-Source Retrieval
- Select whether you would like to pull responses from your Q/A Center or From a Diligence Project.
- If you are choosing Q/A Center, toggle the preferences below:
- Autofill for
- All Categories and Sub-Categories
- Select Categories and Sub-Categories
- Content Settings
- Include project responses
- Prioritize the most recent responses (when searching library AND project responses)
- Only include responses submitted to [Specific Entity]
- Only include responses associated to [Your Firm]
- Match Settings
- Autofill for
- If you are choosing From a Diligence Project, select the following
- Autofill for
- All Categories and Sub-Categories
- Select Categories and Sub-Categories
- Filter Projects
- Desired Entity
- Date Range (To filter the most recent project)
- Select a Project
- Match settings
- Autofill for
- You can preview the results in order to determine how many response matches have been identified, so that you can adjust your settings as necessary.
- Press the Auto-Fill button to apply the settings and fill in the responses.
Auto-fill will populate responses by searching for exact matches and similar matches given your settings.
Please refer to the video below for a more detailed overview:
If you have any questions, feel free to reach out to ask@diligencevault.com.