An investor has sent you a request to fill out and you have located the request (DDQ / RFP / RFI). Now, you are ready to start responding to a request:
- Navigate to "Diligence" > "Projects" > "In-progress"
- Select a project row
This will bring you to the "Questionnaire" tab, where you can go ahead and start answering.
When you are completing the questionnaire, you can attach an image, insert a grid or just style your response. You can also add internal notes and tag people in the notes by using @name. Try it!
You can also refer to a short video here: