Administrators of DiligenceVault are able to make bulk updates to their account using the Bulk Upload function found under the Firm Settings. The process involves first downloading an excel template, inputting any net-new content, or updates to existing content, then reuploading the template to DiligenceVault in order to make bulk updates.
- Click on your name in the upper right and select "Firm Settings" > "Bulk Upload" > "Users and Entities" (Note: if you do not see the Bulk Upload section under the Firm Settings, please contact the Client Success team at ask@diligencevault.com)
There are two ways to make bulk updates, either creating new entities or modifying existing entities. Within the Firm Settings, there will be two options to download excel templates depending on whether you'd like to create new entities, or modify existing ones.
- For a new account with no existing data within DiligenceVault, select the first option to download the blank excel template
- For accounts with existing data/entities that you’d like to add to or modify, select the second option
Additional Information:
For further instructions on how to upload the Bulk Upload excel template back into DiligenceVault, please see here.
For further instruction on how to manage the Bulk Upload excel template, please see here.