Managing diligence tracker | DealCentre AI

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker.
5. The following options are available for customizing the grid:
   • Column select - To select which columns to display in the grid, click Columns on the right or from the three dots menu in any column header, select Choose Columns. Select or deselect the columns to display. Click and drag to rearrange the order of the columns.
   • Filters - To filter the items shown in the list, click Filters on the right. Expand the filter you are interested in and select the option to display only those results that match the filter. Click Clear to remove all filters.
   • Sort - Click the three dots menu in the column header that you want to sort by and select either Sort Ascending or Sort Descending.
   • Pin column - Click the three dots menu in the column header that you want to pin and select Pin Column, then select No Pin, Pin Left or Pin Right. Pinned columns will remain in view when you scroll the page to the right or left.
   • Autosize columns - Click the three dots menu in the column header that you want to autosize and select Autosize This Column or Autosize All Columns.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker.
5. Click Create Item. 
6. Select where to upload documents. To change the default of All Folders, click the Pencil icon next to All Folders and select the folder(s), then click Confirm Location.
7. In the Description field, enter a description of the documents you are requesting.
8.  In the Due Date field, enter the date by which you would like the documents to be uploaded. Documents cannot be uploaded to this request after the due date.
9. (Optional.) In the Priority field, select the priority of the request.
10. (Optional.) In the Reviewers field, enter the deal team members that you want to receive alerts when documents are received. If no reviewers are selected, all deal team members will receive alerts when documents are received.
11. In the Assignee(s) field, enter the email addresses of the users that you want to be able to upload documents.
12. (Optional.) To automatically send a notification to all assignees, click Email this request to all assignees. You can also do this at a later date.

13. Click Create Item.

    The item is created with an Email Pending status until is assigned to the target team. 

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker.
5. Click the ID or Task field for the row of the diligence item that you want to update. The details are displayed in the right panel.
6. Perform one of the following actions:
   • To delete a single diligence item, click the three dots menu in the right panel and select Delete Diligence Item. Click Delete to confirm.
   • To update Diligence Item Title, Priority or the Due Date, edit the fields in the right panel.
   • To edit the people assigned to the item, make your changes in the Assignee(s) section, and click Save.
   • To edit the people who will receive alerts when documents are received, make your changes in the Reviewers section, and click Save.
   • To open the file or folder associated with the diligence item, in the Documents area, click the file or folder name.

You can assign more than one diligence item at the same time. 

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
2. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
3. Click Diligence Tracker.
4. Select the items to assign.
5. Click Assign Items.
6. (Optional.) In the Reviewers field, select one or more email addresses to grant access to the diligence item.
7. In the Assignees field, select one or more email address of the users you want to assign. Assignees will automatically receive target administrator permissions.
8. Click Assign.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list. 
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker.
5. Click the ID or Task field of the diligence item for which you want to upload documents. The details are displayed in the right panel.
6. Click Documents tab in the right panel.
7. Click the folder to which you want to add documents or drop the documents in the top level outside of any folders.
8. Click Upload. Select one of the following options:
   • Drag and drop the files and folders into the dialog box. This option supports entire folder structures, including empty folders, ensuring nothing is missed. 
   • Click Select File to upload using file explorer. This option only allows you to select files. 
9. A dialog box is displayed where you can view the selected files and remove files that you do not want to include by clicking the trashcan icon.
10. Click Upload. 

You can send diligence item request notification emails for more than one diligence item at the same time. One email per assignee is sent. If the same users is an assignee for multiple requests, they will receive a single email with all assigned requests.

Send notification emails

You can send document request notification emails for more than one diligence item at the same time. 

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
2. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
3. Click Diligence Tracker.
4. Select the items for which you want to send emails.
5. Click Email Assignees.

Members of the deal team can add comments to diligence item requests, and the comments will be forwarded to the items' assignees by email. Although any deal team member can comment, reviewers on the team will be notified only when an assignee adds a comment or responds to a deal team member's comment.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker.
5. Click the diligence item for which you want to collaborate and comment.
6. Click the Collaboration tab in the right panel to see existing comments and add a new one by clicking Ask.
7. Click Add to add a new comment. Click Cancel to close the panel without adding a comment.
8. (Optional) To attach documents with your answer, click the link icon.
   1. Browse folders and files and select the documents to attach.
   2. Click Select Document.
   3. Click Select Document to confirm.

You can view information about total number of diligence tracker items made, open items, items that are ready for review, and completed items.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker. Diligence tracker status information appears at the top of the screen. 
5. Click any status tile to filter the diligence tracker grid and view items with that status.

You can send a due date reminder to the assignee. The Approaching Due Date tile becomes active 48 hours before the diligence item due date.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker. Diligence tracker status information appears at the top of the screen. 
5. Click the Approaching Due Date tile at the top of the diligence tracker grid.
6. Click the icon to send a reminder.

You can export diligence items to a Microsoft Excel spreadsheet.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Diligence Tracker.
5. Click Export.