• Prepare for your project & what to expect
• Log in
• Start a new project & change the project name
• Multi-Tier Due Diligence
• Upload folders & documents
• Manage folders & documents
• Set up groups & invite users
• Import a due diligence request list via spreadsheet
• Reports, listings, and custom quick views
• Report: Document Activity by User
• Report: Document Activity Email Notifications
• Project Storage Report