Questionnaires and responses

Create a due diligence questionnaire

Build a reusable DDQ template for your due diligence process.

Build a template

  1. Open DDQs, then Templates, and select New Template if available to your role.
  2. Use Add Section and the editor to organise questions. Configure question types and add file requests where needed.
  3. Provide a clear workflow name and optional description. Review the questions and document instructions before saving.
  4. Use Save As New and provide the template details, or Save Changes when editing a template that you can save.

Plan for respondents

Ask only for information and supporting documents needed for your process. Make questions and file instructions clear so respondents can tell what to provide.

Template creation and editing depend on your permissions. If the controls are unavailable, contact a workspace manager.