Send a questionnaire and track its progress

Send a request

The available request types depend on the entity, plan and permissions. If no template is available, create one first or ask an authorised colleague.

1. Open the company or individual entity and select Send DDQ.
2. Select the questionnaire request type, enter or check the recipient email address, and choose a DDQ template.
3. Review the request details and send the invitation.
4. Open DDQs and find the entity in All DDQs Sent to check the response status.

Follow up

A response may be in progress, submitted, under review or awaiting changes. Open the response for the actions available at its current stage; status alone does not mean the underlying due diligence is approved.

If the recipient cannot access the link, check the email address and help them obtain a current invitation. Check any delivery or error message before assuming the invitation was sent.