The Documents feature in DiligenceVault allows you to store, organize, and manage key files in one centralized location. Whether you are uploading documents directly or receiving them from responders, the Document Center makes it simple to track, search, and organize your content.
Accessing Documents
Navigate to Diligence > Documents from the main menu.
Here, you’ll find four primary views:
- Uploads – Displays documents uploaded by your firm.
- Received – Shows documents shared with you by investors or asset managers.
- All – A consolidated view of both uploaded and received documents.
- Recently Deleted – This will show you the files that were recently deleted.
Searching and Filtering Documents
The search and filter options help you quickly find the files you need:
- Keyword Search – Locate documents by name or text.
- Filters – Narrow down by folder path, document type, associated entities, or date.
- Date Range – Adjust the timeframe using the calendar filter to display documents updated within a specific period.
Viewing Options
In the upper-right corner, you can switch between:
- File View – A simple list of all your documents.
- Folder View – A structured view to organize and navigate documents by folder.
Organizing Documents
You can manage files individually or in bulk by selecting the document(s) using the check boxes:
- Edit Documents – You can update the entity type, associated entity, document type and as of date.
- Move/Copy Documents – Select documents using the checkboxes, then assign or reassign them to a folder.
- Delete Documents – Easily delete the old or unwanted documents from the library.
- Create Folders – Use the + New button (top-right) or the Move menu to create folders.
- Folder Consistency – Any folders created in either Uploads or Received will appear in both views.
Restore Documents – Restore the deleted documents by selecting the documents in the recently deleted tab and then clicking on restore.
Please note that the deleted documents will be permanently deleted after 30 days.
Bulk Folder Actions
- Bulk Organize – Automatically sort documents into folders based on:
- As of Date (Year, Month, or Individual Date)
- Owner Firm
- Owner Firm + As of Date combination
- Flatten All Folders – Remove all folder assignments to return to a flat file list.
Uploading and Receiving Documents
- Uploads Tab – Add documents directly from your firm using the + New button.
- Received Tab – View documents sent to you by responders. New files are highlighted under “Received” with a New label for easy tracking. The documents highlighted in bold are the ones that you have not opened yet.