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Subscribe a User to a Project

Assign / subscribe a diligence project to a user at my firm

  1. Navigate to "Diligence" > "Projects" > "In-progress" tabs
  2.  Select a project row
  3.  Go to "Summary" tab
  4.  Scroll down until you see Subscribers and add a user to the project (questionnaire)
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You can also refer to a short video here:

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About DiligenceVault

DiligenceVault is a secure digital diligence platform - built with an industry ecosystem in mind. Today, over 21,000 users leverage the platform in digitalizing the way they manage their due diligences. Founded in 2014, DiligenceVault is backed by Goldman Sachs, and delivers a global support promise with teams in New York, London, Singapore, and India.