New Administrator? Learn the basics
- 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
- Project Storage Report
