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Collaborate with co-workers / Assign to SME

If you want to assign a question or a section of questions to a coworker or to SME:

  1. Navigate to "Diligence" > "Projects" > "In-progress"
  2. Select a project row
  3. Assign a section to an SME or a question to an SME (click on the person icons)
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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.