Once managers have completed the DDQs and submitted their finalized projects over to you, you can review them inside of DiligenceVault. To find manager’s responses:
- Go to "Diligence" > "Projects".
- Under the In-progress tab, click on the entity you wish to view answers for. In the below screenshot, I will be selecting ‘Asset Manager Training Firm’ to view the project associated with it.
- Click on the "Questionnaire" tab at the top. You will be able to view answers from managers as you scroll down.
Note: you will only be able to see responses from managers when they submit the questionnaire. I.e. the status is 'Completed'.
Pro-tip: Click on "Documents" to see and download all attachments the manager has attached to this project.
You can also refer to a short video here: