What do you need to do:
This is best done when there is only one seller and you need to project manage your diligence questionnaire
- I. Import task list
- II. Set permissions
- III. Test prior to inviting seller
What’s the best way to do it:
- Configure your task list:
- Questions
- Answers
- Configure Permissions:
- Seller can only see Questions
Deeper Dive
Example 1 (Buyer requests document from Seller)
- Brittany Reynolds (Seller) is assigned a document request task (1. Provide Financial Statements - Historical)
- Brittany Reynolds uploads the requested document
- Jake Siino (Buyer) reviews the uploaded document and communicates his comments in the Activity section
Example 2 (Buyer communicates internally on Seller Document)
1. Brittany Reynolds (Seller) uploads a document in her assigned task (1. Provide Financial Statements – Historical)
2. Jake Siino (Buyer) reviews the document and leaves his internal comments in his assigned task (Analyses 1. Comments) – Brittany cannot see this task
3. Jake Siino then goes back to (1. Provide Financial Statements – Historical) and leaves comments for the seller (as seen in example 1)