Responding to diligence requests | 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.

Members of the target team can add comments to diligence item requests and collaborate with buyers and target team. Each diligence item has its own Internal tab under Collaboration for the target team and delegated members. A Buyer tab is available under Collaboration to collaborate with the buyer team and deal administrators.

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 on the document request you want to comment on.
6. Click the Collaboration tab in the right panel.
7. To collaborate with the buyers, click the Buyer tab.
   1. Click Ask Question.
   2. Type your question in the Add Comment textbox and click Add.
8. To collaborate internally, click Internal. attach documents with your answer, click the link icon.
   1. Click Add.
   2. Type your question in the Add Comment textbox and click Add.
9. To copy a message, click the three dots menu next to the message and select Copy message.
10. To edit a message, click the three dots menu next to the message and select Edit message.
11. To attach documents with your answer, click the link icon.
    • Browse folders and files and select the documents to attach.
    • Click Select Document.
    • Click Select Document to confirm.
12. To reply to an existing comment, select the Reply icon next to the comment, enter your response and click Add.
13. To forward an existing comment, select the Forward icon next to the message, enter your response and click Add.
14. To tag specific deal administrators or target team members including yourself, use @mention.

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.