DiligenceVault offers several methods to contact or follow up with the Requestors related to a project or questionnaire.
- 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 investor will receive an email notification about your message and will reply in the same manner.
- 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 Pending 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.