The DiligenceVault plugins enables Responders to swiftly retrieve previously answered diligence questions. This feature helps them refer back to historical responses, ensuring consistency and leveraging past experiences when addressing similar queries from the Project Responses.
- Once the plugin is installed, you can search the Q&A center for Project Responses, Q&A Center Library content, or documents.
- You can also use the Search with Filters to narrow down the search results.
- You can then use the buttons to the left of each response to either copy the contents, or expand to view the entire response.
Premium responders can use the plugin to directly insert answers into DiligenceVault’s Q&A Center. This streamlines the process of responding to requester queries and saves time by eliminating the need to switch back and forth between applications.
Users will then be able to attach documents housed in DV to respond to email based information requests or upload them to their CRM or other applications which they use. They would no longer have to switch between applications.