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 Word/Excel/PDF:

1. Navigate to "Diligence" > "Projects"
2. Select a project in the list
3. Click on More Actions under the Questionnaire tab
4. To save as PDF, select Print / Preview, click on the printer icon, and save print destination as PDF
5. OR, select Export & Sync > Export Options and you will be able to select if you would like to export to a Word template, Excel template, or Generate Presentation Report (Premium only)
6. The system will then email a copy or download a copy of the project, depending on the firm settings. 

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: