Export to Excel, Word, PDF

In DV, we are able to export responses from Managers via 3 different mediums - Excel, Word, and PDF. Below are the various steps for each method of exporting:

To export to Excel:

1. Navigate to "Reports" > "Excel Data Export"
2. Select a template and date or filter by projects
3. Click on Export and Email
4. You will receive an email with the attached document

To export to Word/PDF:

1. Navigate to "Diligence" > "Projects"
2. Select a project in the list
3. Click on More Actions under the Questionnaire tab
4. Select Print / Preview, click on the printer icon, and save print destination as PDF; OR
5. Select Export & Email and DV will email a Word document with your preset Word template (see firm settings to customize)

Pro-tip: You are also able to export to Word in bulk!

To export projects to Word in bulk:

1. Navigate to "Diligence" > "Projects"
2. Select/check multiple projects on the left of each project
3. Under the Quick Actions widgets, select the export/download widget
4. Check email for zip file containing project documents, if any

Please view video below for additional information: