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.
- 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
- Find investor’s information or diligence request
- Responding to an investor's request
- Attaching documents on DiligenceVault
- Export / print questionnaires to Word and PDF
- Finish / submit a request