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Export follow-ups to Word document

To export follow-ups in your Word document export:

  1. Click on your name on the top-right corner.
  2. Select "Firm Settings".
  3. Select "Preferences" on the left sidebar and click on "Export Preferences" in the dropdown.
  4. Under Word Exports, check the box for "Include Follow-ups"
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  5. After saving your export preferences, go to the Questionnaire tab of your project to export your questionnaire 

You can also refer to a short video here:

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.