Get Started with DiligenceVault
- How to Get Your Account Created on DiligenceVault
- Project not appearing on My Work / My Projects
- Log in to DiligenceVault
- How to Accept a Standard DDQ
- Invite Team Members / Request for an Account Creation
- Finish / Submit a Request to a Requestor
Your Account Management
- How to Stop Receiving Project Email Notifications for unwanted Entities
- How to Change Your Password?
- Activate Account
- Modify your profile (individual user information)
- Duplicate firms- Implications and Identification (Responders)
- Managing your Email Notifications
Firm & Team Management
- Approve a Team Member / User
- Remove / delete a team member
- Unlock a team member
- Create Teams and Assign Permissions
- Modify the Name of your Firm
- Modify the name of a product
Admin Settings
- Preferences: Firm Preferences
- Preferences: Design Preferences
- Preferences: Export Preferences
- DMARC Setup
- Add Tags and Custom Fields
- Email templates