DiligenceVault allows questionnaires and DDQs to be exported in Word or Excel format for offline review and completion. Firm-wide Export Preferences can be configured to control the information included in each export.
A customized Word style template can also be uploaded to apply the firm’s preferred logo, colors, fonts, headings, and document formatting.
Access Export Preferences
- Select your name in the bottom-left corner of the platform.
- Select Firm Settings.
- Select Preferences from the left navigation panel.
- Open Export Preferences.
- Configure the required options and select Save Export Preferences.
These preferences apply firm-wide to future exports.
Platform Exports
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Export Preference: Select the default method for receiving platform exports, such as downloading the exported file directly.
Word Export Preferences
The following settings control the content included in Word exports:
- Export Empty Questionnaire with All Conditional Questions: Export a blank questionnaire without existing responses and display all conditional questions. Keep this option unselected when exporting a completed questionnaire with responses.
- Include Attachments in a ZIP File: Download questionnaire attachments together with the Word document in a ZIP file.
- Include Internal Notes: Add internal notes to the exported document. Review these notes before sharing the document externally.
- Include Follow-Ups: Include follow-up questions and responses in the Word export.
- Include Review Comments: Add comments entered during the response review process.
- Number the Rows in Custom Grids: Automatically number rows included in exported custom-grid responses.
- Include Question Instructions: Display the instructions associated with individual questions.
- Include Subcategory Instructions: Display instructions configured at the questionnaire subcategory level.
- Include AI Source Details: Include the source details associated with AI-generated or Autofill responses.
- Exclude Supplemental Response Comments: Omit supplemental comments added alongside questionnaire responses.
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Exclude Unanswered Questions: Remove unanswered questions from the exported document. Leave this option unselected if all questions should be included.
Select a Word Export Template
Under Select Template, choose the Word style template that should be applied to exports.
- Use the search field to locate an existing template.
- Select the + button to add a new Word style template.
- Select the edit icon to update an existing template.
- Select the delete icon to remove a template that is no longer required.
- Refer to the available style guide when creating a customized export template.
The selected template determines the branding, colors, fonts, headings, spacing, and general appearance of the exported Word document.
Excel Export Preferences
The following settings control the information and layout included in Excel exports:
- Include Responses: Include questionnaire responses in the exported workbook.
- Include Comments: Include comments associated with the questionnaire responses.
- Split Comments: Separate comments within the Excel export to make them easier to review.
- Include Internal Key Column: Add the internal question key or identifier as a separate column.
- Transpose Export to Show Questions in Columns: Change the export layout so that questions appear in columns rather than rows.
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Include Custom Fields and Tags: Include applicable custom-field values and tags in the exported workbook.
After configuring the required Word and Excel options, select Save Export Preferences. The saved settings will be applied the next time a questionnaire is exported.
You can also refer to the video below for guidance on creating a customized Word style template and managing Export Preferences:
If you have any questions, feel free to reach out to ask@diligencevault.com