Duplicate firms are created when requestor users on DiligenceVault manually create a firm account to send a request.
While we are working with the requestors to avoid this happening, this article will explain how to identify and merge them along with the implications of having duplicate accounts on DV.
Implications of duplicate accounts:
- Users of the same organization might be added to different accounts, and not have visibility into the incoming requests that the other person/firm account receives.
- Missing deadlines of diligence requests since you might not receive the notifications from one of the accounts.
- Scattered information/data across accounts, which reduces the searchability.
- Reduced ability to auto-fill across data in multiple accounts.
- Miscommunication between both the parties - your firm and the requesting firm.
How to identify if there are duplicate accounts:
- If you get to see multiple accounts while logging in on DV which have similar names. For example - ABC Asset Management, ABC Asset Management LLC, ABC AM LLC etc.
- If the requestor firm follows up with you regarding a project, but you have received no communication via DV.
- If an internal team member informs you about a project request but you have no idea if that exists on DV.
- If you click on a link of the project and you get an Unauthorized error message, it’s likely that you either have duplicate accounts or have a permission issue.
How do I request an account merge?
Reach out to ask@diligencevault.com whenever you suspect that a duplicate account exists. We can confirm with your firm admins and work with you to merge accounts.
What is the impact of account merges on my data?
You do not lose any of your work when the merge happens. The surviving account will consolidate all projects, documents, Q&A library, user access into a single account.