Get Started with DiligenceVault
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 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
- Switch Accounts
- Assign Internal Contacts on a Strategy, Product or Firm Level
- Changing User Access
- User Access Levels
- Find Requestor’s information or Diligence Request
- Responding to a Requestor's Request
- Attaching Documents on DiligenceVault
- How to upload the Primary Contact using Bulk Import?
- Blaze Standard Data Bridge for Responders
- Use “Auto-fill” Feature to Recall the Latest Responses
- DiligenceVault's Structure for Asset Managers