DiligenceVault provides the ability to export project questionnaires in PDF, Word, or Excel format.
To export a questionnaire:
Open the relevant project.
Go to the Questionnaire tab.
Click Export & Sync at the top of the page.
Stylized Word Export
For exports to Word, you will have to select your preferences for the export style and responses. Once you have selected your preference, click on Export and you should receive the email in your inbox.
If you would like to only like to export the questions without any responses, select the "Export empty questionnaire with all conditional questions" checkbox as seen above.
Export to Excel
For exports to Excel, you will also have a list of preferences for the export style and responses.
A unique feature of exporting to Excel is if you enable the "Download selected questions", you may choose to select individually the questions that you would like to export. Also, hover over the "(i)" icon to know more about what each preference function will offer.
Once you have selected your preference, click on Download & Email and you should receive the email in your inbox.
PDF Export
Click the three-dot menu (More).
Select Print / Preview.
Use the print options to save the questionnaire as a PDF file.
Did not receive the Export Email?
If you have not received the questionnaire right away, please wait 30 minutes to 1 hour before checking again. Delivery time may vary based on the size of the questionnaire and the number of attachments included.
To help ensure successful delivery, please verify that do-not-reply@diligencevault.com is whitelisted within your firm’s email environment. If it is not whitelisted, the message may be blocked or bounced by your company’s mail server.
We recommend reaching out to your IT team to confirm that DiligenceVault’s domain is allowed by your organization’s email security settings.
If you continue to experience issues, please contact ask@diligencevault.com, and our Client Success team will be glad to help.