Get Started Guide for Responders
Welcome to DiligenceVault. We are excited to have you join our community! As you get to know the platform, keep in mind that: You can invite additional team members to collaborate, and you can assign sections or questions to team members and subject matter experts (“SME”). You can reuse answers, documents, images, performance and AUM tables for the same investor or across investors on the platform.
- How to Accept a Standard DDQ
- Changing User Access
- Log in to DiligenceVault
- Invite Team Members / Request for an Account Creation
- User Access Levels
- Assign Internal Contacts on a Strategy, Product or Firm Level
- Use “Auto-fill” Feature to Recall the Latest Responses
- Find Requestor’s information or Diligence Request
- Responding to a Requestor's Request
- Attaching Documents on DiligenceVault
- Export / Print Questionnaires to Word and PDF
- Finish / Submit a Request
- DiligenceVault's Structure for Asset Managers