Once you've entered your responses in the project, whether manually or through Autofill, ensure that all responses are finalized before submitting the project to the requester. If any responses are left in draft, the submit button will be locked/greyed out, and you won’t be able to submit the project.
Follow the steps below to finalize your responses:
- Navigate to "Diligence" > "Projects" > "In-progress"
- Select a project row, ensure you are in the 'Questionnaire' tab
-
Select "Finalize Drafts" - You will get 3 options here
- All Responses
- Responses Edited by Me
- Responses Assigned to Me
Note: You will be able to submit your responses to the investor only when all draft questions have been finalized.
You can also refer to a short video here:
If you need any further assistance, please reach out to us at ask@diligencevault.com.