Get Started Guide for Requestors
- How to update firm names?
- Custom Roles
- Following up with the Responder
- Log in to DiligenceVault
- Invite team members
- Entities within DiligenceVault
Get Started Guide for Responders
- Changing User Access
- Log in to DiligenceVault
- Invite team members / Request for an account creation
- User Roles and their Permission Accesses
- Assign Internal Contacts on a Strategy, Product or Firm Level
- Use “Auto-fill” feature to recall the latest responses