DiligenceVault hosts over 15+ industry DDQ and reporting templates and ad hoc event-specific or topical templates such as Generative AI DDQs, MoveIt, and SVB bank exposure data requests for our clients.
Please see the instructions below on accessing these resources on the platform.
1. Navigate to "Firm Settings" > "Preferences" > "Firm Preferences"
2. Scroll down to "Questionnaire Defaults" and select the checkbox next to “Show system / industry questionnaires such as ILPA, PRI, InvestEurope.“
3. Navigate to "Diligence" > "Templates"
4. Start typing the desired questionnaire and then select it
You can also refer to a short video here: