Viewing the Diligence Room

Our powerful tools to viewing and organize information in the Diligence Room make diligence a cinch (joy?).

Screen Recording 2019-04-29 at 09.02 PM

Categories

Requests are divided into categories, which are listed in the left-most pane in the Diligence Room view. Users can view individual categories, or all categories in the "All Categories" view.

When the first Request in a Category is published, the Category is assigned its category number (the next sequential number in the Category list).

Requests

Requests within a category are presented in a view-only list. In order to work on a Request, including to change the Request fields or provide a Response, click the "More" button in the bottom right hand corner of the Request card.

When a Request is published, the Request is assigned its number within the Category (the next sequential number in the Request list within the Category).

Filters

Within the Diligence Room, Users can filter Requests by their respective 1) Status, 2) Subcategories, 3) Assignments, 4) Priority and 5) Flags. Filters are intended to give Users easy access to the Requests they are looking for based upon the related field.

Document View

If a User wishes to view only Documents that have been uploaded to Diligence Room in response to Requests, and not the Responses and Comments relating to the applicable Request, then the User can click on the Document icon in the top navigation bar in the Diligence Room, next to the Search Bar.

In the Document View, Users can view only the initial Request to which documents relate, and the responsive documents that have been uploaded in respect of the Request. The presentation of information is essentially like a virtual data room.

Private/Published Toggle

For any given User, certain information that has not yet been published will be visible. Any User may remove from view information that has not yet been published by clicking the toggle at the top of the Diligence Room.

Users cannot edit any information in the public view. This ensures that, while working, Users have all of the context provided, including Comments and draft Responses.