If you have already filled out a similar request in the past on the platform, you can just auto-fill the answers from the previous responses.
- Navigate to "Diligence" > "Projects" > "In-progress"
- Select a project row
- Open the project and click on the "Questionnaire" tab, and click on "Auto-fill"
- The pop-up will allow you to choose between auto-populating responses from your Most Recent submission, or From a Diligence Project.
- Use the Entity Settings to select if you would like to include project history responses, only responses to the particular investor, or only response related to the entity associated with the project.
- You can then use the "Auto-fill" dropdown to select the specific Categories and Sub-Categories that you would like to apply the auto-fill responses to, or simply select "All Categories & Sub-Categories" to apply the auto-fill across the entire project.