If you have already filled out requests within DiligenceVault platform, you can find, copy and paste data from previous answers.
Q/A Search
- Enable Q&A Search from within your "Firm Settings" > "Preferences" > "Firm Preferences" and enable "Q&A Content Defaults"
- Navigate to "Diligence" > "Projects"> "In-progress"
- Select a project row
- Click on the "Q/A Search" button in the upper right corner to open the Q/A Search side panel.
- You can search with filters and for a specific phrase if you put quotes around it. Once you locate the appropriate response, copy it using the icons and paste it in the answer box in the project you are currently working on. Don't forget to click "Save".
You can also refer to a short video here:
Autofill
If you are working on a Project, and you have already responded to the same questionnaire previously within DiligenceVault, you can use the Auto-Fill feature to import some or all of the previous questionnaire responses into the current Project.