Add Responses to the Q&A Center Library

Your firm's Q/A Library stores approved questions and responses so you can reuse them across future investor requests, standard DDQs, and other diligence projects instead of writing the same answer more than once. Content can come from responses you have already submitted on DiligenceVault, or from Q&A content you maintain outside the platform, such as a Word document.

Responders use the Q/A Library to:

• Build a single, firm-wide source of pre-approved answers
• Reuse a strong response instead of drafting the same answer again
• Keep tags, subject matter experts (SMEs), and expiry dates attached to each response
• Feed Auto-fill and Q/A search with a larger, better organized set of content

Each firm's DDQs tab includes a Q/A Library panel showing your saved content.

Accessing the Q/A Center

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What you will find there

• Library: your firm's approved, reusable Q&A content. This is the default view.
• Project Responses: your full history of responses submitted across investor requests, standard DDQs, and opportunity vault projects.
• Archived: Q&As that have been archived and excluded from reuse.

The Q/A Center opened to the Library tab.

Add Responses from Project Responses

Use this option to add a response you have already submitted in a past project to your Library.

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Steps

• Locate the question you want to add and click the plus icon next to it. The icon's tooltip reads Add Q/A to your Library.
• In the window that opens, update the Question Text or Response if needed.
• Check Select Template if you want to assign the entry to a specific template, then choose a Category and Subcategory.
• Click Show Additional Options to add Tag(s), SME(s), or an Expiry Date.
• Click Save, or Save & Add Another if you have more responses to add.

The plus icon and its tooltip on the Project Responses tab.

To add several responses at once, select the checkboxes next to the responses you want to add, then use the bulk add option that appears. You can edit each item individually within the window, and Show Additional Options lets you apply Tag(s), SME(s), or an Expiry Date to all of the selected items at once.

The Add Q/A window with Additional Options expanded, showing Tag(s), SME(s), and Expiry Date.

Add Responses from a Project

You can also add a response to the Library directly from within a project, without going back to the Q/A Center.

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Steps

• Find the appropriate question and click the plus icon next to it.
• The same Add Q/A to your Library window opens, letting you update the Question Text or Response, assign a template and Category or Subcategory, and use Show Additional Options for Tag(s), SME(s), and an Expiry Date.
• Click Save, or Save & Add Another to continue adding more responses from the same project.

The plus icon next to a question within a project, alongside the other question-level actions.

Add New Responses to the Library

If you have Q&A content that has not been submitted on DiligenceVault before, you can add it directly to the Library, either one at a time or in bulk from a document.

Add an Individual Question and Response

• Select the Entity Type and Firm the content applies to.
• Check Select Template if the response should be tied to a specific template, then choose a Category and Subcategory.
• Enter the Question Text, choose a Response Type, and enter the Response.
• Add optional Help Text to guide anyone reusing the response later.
• Click Show Additional Options to add Tag(s), SME(s), and an Expiry Date.
• Click Save to finish, or Save & Add Another to keep entering responses without closing the window.

The Add a Q/A tab in the Add Q/A(s) to Library window.

Add Questions and Responses in Bulk from a Document

To import multiple Q&As at once from a Word document, open the same Add to Q/A Library window from the Library tab and switch to the Import a File tab.

• Use the Entity Type dropdown to choose whether the content applies at the Firm, Strategy, Product, or Vehicle level.
• Set the Response Date.
• Drag and drop your Word file into the Upload area, or click Select File to browse for it.
• Click Import.

The Import a File tab in the Add Q/A(s) to Library window.

You can also start this process from New > Project > Build Your Q/A Library, which opens the same style of upload screen with an Entity Type dropdown, a Response Date field, and a Word file upload.

Starting a bulk import from New > Project > Build Your Q/A Library.

Once the file uploads, DiligenceVault's document parser identifies the Categories, Subcategories, and Questions in the file.

• Click Auto Identify Responses to have the system match responses to the questions it found.
• Use Check for Similar Docs if you want to compare the file against content already in your Library before continuing.
• Turn on View Unmarked Items if you want to review anything the parser could not confidently categorize.
• Click Preview once you are ready to continue.

The document parser preview, with Auto Identify Responses and related controls.

If any of the questions and answers in your file already exist in your Library, a second window opens, Import Q/A Library Content from selection, with two tabs:

• New Content shows everything that is not already in your Library.
• Existing Content shows items that match content you already have. Selecting an item here replaces the existing Library entry with the version from your file.

The New Content tab of the Import Q/A Library Content from selection window.

On the Existing Content tab, Select All now lets you choose every matching item in a single action, rather than checking each one individually as in earlier versions. Once you have made your selections, click Import Q/A Content to finish.

The Existing Content tab of the Import Q/A Library Content from selection window.

Include Draft Responses

DiligenceVault includes a firm-level setting called Include Draft Responses that controls whether draft responses appear in Q/A search results, suggested responses, and Auto-fill. This setting helps firms decide if drafts should be surfaced alongside finalized responses or excluded entirely. Only Super Admins and Business Admins can configure this setting, and the change applies to all users across the firm.

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Q/A Content Defaults in Firm Preferences, with Include Draft Responses highlighted.

When turned on (default)

Draft responses appear in:

• Project Responses and Q/A Library tabs
• Project Q/A search results
• Suggested Responses
• Auto-fill

When turned off

Draft responses are excluded from all of the areas listed above. Only finalized responses remain visible and available for reuse. Drafts are not deleted, they simply stop surfacing in search, suggestions, and Auto-fill.

Things to Keep in Mind

• Include Draft Responses is on by default. Drafts are included unless an admin explicitly disables them.
• This is a firm-wide setting and cannot be overridden by individual users.
• Turning it off may reduce the number of responses available for Auto-fill, since only finalized responses will be considered.
• Review your team's workflow before changing this setting, especially if responses are often saved as drafts before being finalized.
• On the Library tab, use Find Duplicates to check for redundant entries, and the Filter by Expiry Date and Sort by Recent Responses options to keep large libraries organized.