Responders can reach out to the requestor directly through the DiligenceVault platform for any doubts or clarifications regarding the project, specific questions within the questionnaire, or for any additional help they may need. There’s no need to go anywhere else, everything can be handled within the platform itself. Responders may want to reach out to the requestor in two ways:
At the project level (applies to the entire project)
- If you have questions or comments related to the project as a whole, you can submit those to the requestor from the Summary tab of the project:
- Navigate to Diligence > Projects > In-Progress tab
- Select a project row
- In the Summary tab, there is a text field in the middle of the page to Follow Up with Requestor
Note: your requestor will receive an email notification about your message and will reply in the same manner.
At the specific question level (applies only to an individual question).
- If you have questions or comments related to a specific questions(s) within the project, you can use the Follow Up icon in the upper right of each question to submit those to the requestor.
- Navigate to Diligence > Projects > In-Progress tab
- Select a project row
- From the Questionnaire tab, you will see a Follow Up icon in the upper right hand corner of each question
- Once a follow up has been submitted to the investor, you can use the Follow-Ups and Action Items filter in the upper right of the Diligence > Projects page to filter the projects in order to view the projects that you have sent a follow up item related to.
Video Tutorial:
Video on how to follow up with a requestor
If you need any further assistance, please reach out to us at ask@diligencevault.com.