Attaching Documents on DiligenceVault

You can upload documents on the platform and use them later on (only for premium users). 

At a project level

1. Navigate to "Diligence" > "Projects" and select your project
2. Click on the "Documents" tab
    
3. Click "Add" and a drop down will appear. You can also reuse existing documents across multiple entities. Or can add a new document and you will see the option to reuse/associate a document that has already been uploaded.

Adding document directly in DiligenceVault.

You can add documents / folders unto DV via Content > Documents:

For more details on managing documents in the Document Library above, kindly refer to this.

You can upload the following file types with up to 60MB each on the DiligenceVault platform.

• Document (doc, docx, pdf)
• Excel (xls, xlsx)
• Presentation (ppt, pptx, pps, ppsx, key)
• Images (png, jpeg, jpg)

Alternatively, if the questionnaire asks for an attachment, you can easily attach it from within your questionnaire.