Completing a digital project
Find out how to accept and start answering the information request(s) you have received.
- Plugin for Chrome, Microsoft Outlook, and Office for Responders
- DiligenceVault Chrome Extension
- Filter for Mandatory Questions
- Include Footnotes in Answers
- Auto-fill / Copy Responses from Previous Project
- Copy Historical Data into a New Project
- Suggested Responses
- Add Track Record and AUM History
- Adding Comments in a Questionnaire
- Maintaining an Image Library
- Attaching Documents in Projects
- Set up a disclosure / disclaimer
- Respond to a Requestor’s Follow-up
- Finalizing your Draft Questions
- Submit a Project to a Requestor