Report exports
You can access Report Exports by following the steps below:
Click on your initial icon in the bottom-left corner.
Select Firm Settings.
Click the Data Integrations dropdown.
Select Report Exports.
Under Export Options, you can download various customized reports based on your requirements.
If you have any questions, please contact ask@diligencevault.com.
Open API
You can access your API key by following the steps below:
Click on your initial icon in the bottom-left corner.
Select Firm Settings.
Click the Data Integrations dropdown.
Select API Key.
Here, you will find your unique API key. Please ensure that your API key is kept secure and confidential.
For access to the full API documentation, please send a request to ask@diligencevault.com.
Please refer to the video below for a more detailed overview: