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
- Set-up / activate account
- Modify your profile (individual user information)
- Finding my firm's admin(s)
- Duplicate firms- Implications and Identification (Responders)
- Managing your email notification settings on an individual user basis (My Settings)
- Suggested Ways to Avoid Creating Duplicate Manager Accounts
Firm & Team Management
- Assigning Permissions to Restricted Users
- Approve a Team Member / User
- Remove / delete a team member
- Unlock a team member
- Creating teams and assigning permissions
- Change team member permissions
Admin Settings
- Preferences: Firm Preferences
- Preferences: Design Preferences
- Preferences: Export Preferences
- DMARC Setup
- Add Tags and Custom Fields
- Email templates
Useful Tips
- Should I Use a Generic IR / Group Email Address, or an Individual Email Address?
- Add & Manage Custom Fields in Quick View of a Project
- Invite Unlimited Team Members to use DiligenceVault, for Free!
- Become a Pro in using DiligenceVault!
- Personalize your Firm's Instance of DiligenceVault
- Subscribe a User to a Project