Due Diligence

Due Diligence (DD) Item Profile Overview
The Due Diligence Item Profile Page displays detailed information regarding the individual client DD Items.    The Due Diligence Item Profile Container co...
Wed, 29 Sep, 2021 at 6:15 AM
How do I complete a Due Diligence Item?
Complete a Due Diligence Item 1. In the Due Diligence Container click the blue hyperlink number in the Child Item ID column.          a. This will brin...
Wed, 29 Sep, 2021 at 6:15 AM
How do I create a new Due Diligence Item?
Create a new Parent Due Diligence Item Once the Parent Due Diligence Item is created, a child Due Diligence Item will be automatically created and a case a...
Wed, 29 Sep, 2021 at 5:59 AM