If you have already filled out a similar request previously, you can just copy the answers from previous responses to your current project. This will save you administrative time, and your response time per request will only get shorter from here!
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Navigate to Diligence > Projects
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In the In-Progress Tab, select your current project where you would like to copy responses.
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Open the project and click on the "Questionnaire" tab, and click on Auto-fill icon
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The pop-up will allow you to choose between auto-populating responses from your most recent submission, or from another project. You can select if you would like to autofill All Categories or just some of them.
- If the project received is for a particular fund/product, you may also see a slightly different view of the pop-up window where you can auto-fill from a particular product:
Note that this can only be used if the investor has sent across the same questionnaire across different products. Some data, such as AUM and Track Record tables, are specific to each product/fund and thus will not be auto-filled.
Please contact ask@diligencevault.com if you have any questions.