Once a manager has submitted a project, there are situations where a requestor may need to send it back for edits. This could be due to incomplete answers, a change in requirements, or a need to follow up on a specific response. DiligenceVault provides three ways to enable this, depending on the project's current status and the scope of revision needed. Requestors can reopen an entire approved project, request a revision on a completed project, or allow edits to a single question without reopening the full project.
Who This Is For
This article is intended for requestors who need to allow a responder to edit responses on a project that has already been submitted.
Reopening an Approved Project
Use this when the project has been approved and you need the manager to revise their responses across the full questionnaire.
- Open the project and go to the Questionnaire tab
- Click the More button (three-dot icon) located within the tab
- From the options that appear, select the option to change the project status to Started
- The project status will update to Started and the manager will regain the ability to edit and resubmit their responses
Requesting a Revision on a Completed Project
Use this when the project has been reviewed and marked as completed, but needs to be sent back to the manager for edits before it is approved.
- Open the project and go to the Summary tab
- Click the Request Revision button
- The project status will change to Started and the manager will be able to edit their responses and resubmit
Allowing Edits to a Specific Question Only
Use this when only one or a few responses need updating and you do not want to reopen the entire project. This keeps the rest of the submission intact and limits the scope of the revision to the questions you select.
- Open the project and go to the Questionnaire tab
- Locate the specific question you want the manager to revise
Click the Follow Up with Responder icon on the right side of the question
- A message panel will open. Write your message to the manager explaining what needs to be updated
Before sending, make sure the Allow Response Revisions toggle is enabled
- Send the message
The manager will receive the follow-up and will be able to edit only that specific response. The rest of the project remains locked and unchanged.
Things to Keep in Mind
- When the project status is changed to Started, the manager can edit all responses across the full questionnaire.
- Using Follow Up with Responder with Allow Response Revisions enabled is the recommended approach when only targeted edits are needed, as it avoids reopening the full project
- Make sure the Allow Response Revisions toggle is turned on before sending the follow-up message. If it is not enabled, the manager will receive the message but will not be able to edit the response
Example Use Case
A requestor at an investment firm has reviewed a due diligence questionnaire submitted by a manager. After approving the project, the compliance team flags that the response to the AML policy question is outdated and needs to reflect the manager's revised policy document.
Rather than reopening the entire project, the requestor goes to the Questionnaire tab, locates the AML policy question, and clicks the Follow Up with Responder icon. They type a message asking the manager to update the response with the current policy details, enable the Allow Response Revisions toggle, and send the message.
The manager receives the follow-up, updates only that response, and the rest of the submission remains unchanged. The requestor then reviews the updated answer and closes out the follow-up.
Reviewing Response Changes: Revision Mode and Audit Mode
The Revisions & History tab lets you track how responses change over the life of a project. It is where you go to answer two different questions: what changed in the responses, and what happened to a response across its full lifecycle. To serve both needs clearly, the tab provides two purpose-built modes. Revision Mode is built for quickly scanning changes, while Audit Mode is built for full lifecycle traceability. You switch between them using the toggle at the top left of the tab.
Revision Mode
Revision Mode is selected by default when you open the tab. It is designed to help you scan what changed without wading through routine lifecycle activity. Each revised response is shown with its previous and current values inline, so you can read the change directly.
- Shows real edits only. Every revision made to a response appears, with the previous and current values shown side by side.
- Filters out lifecycle noise. Audit-only events, such as auto-fills that did not involve an edit and status-only changes, are left out of this view.
- Suppresses false positives. Entries where a value did not actually change are not shown, so the list reflects genuine changes and nothing else.
Audit Mode
Audit Mode gives you the complete history of each response for full traceability. It preserves the existing audit behavior, so anything you rely on today remains available.
- Shows the full lifecycle. Auto-fills, revisions, deletes, syncs, follow-ups, and draft or final status changes are all included.
- Displays response statuses. You can see the current status on each response as it moves through the review process.
- Preserves existing behavior. Nothing that customers depend on in the current audit view is removed.
Viewing Response History
By default, each question shows only its latest update, which keeps the view compact and easy to read. When you want to see how a specific response evolved, you can expand its full history.
- Show History. Click Show History on a response to expand its full timeline. Each earlier version is listed in order, with the author who made the change and the date and time it was made.
- Hide History. Click Hide History to collapse the timeline again and return to the latest update only.
Collapsed view, showing only the latest update:
Expanded view for the same question after clicking Show History:
Exporting the History
Use Export at the top right of the tab to download a record of the responses. The Word export always reflects the full audit history, the same information shown in Audit Mode, regardless of which mode is active on screen when you export. This keeps exported records complete.
Example : A reviewer opens the Revisions & History tab to check what the asset manager updated before an internal sign-off. In Revision Mode, they quickly scan the edited responses with previous and current values shown inline. For one response with a contested figure, they click Show History to see each earlier version and who changed it. To confirm when the response was approved and by whom, they switch to Audit Mode, then use Export to capture the complete record for their files.