Getting startedGuide 01
Create your Due account and organisation
Set up your account, create your firm’s workspace and bring your team together.
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People & rolesGuide 02
Invite users to your organisation and assign roles
Add your team, choose the right organisation roles and help new users get started.
Your organisationGuide 03
Join an organisation and navigate multiple organisations
Accept your invitation, activate your account and access your assigned project.
Projects & workflowsGuide 04
Set up your project workspace
Create a project, edit its details and import RFIs and a template folder structure.
People & rolesGuide 05
Invite project users and assign project roles
Bring people into your project and choose appropriate sell-side and buy-side access.
People & rolesGuide 06Source incomplete
Customise project role permissions
Source incomplete: the supplied file contains organisation guidance, not project permission instructions.
Projects & workflowsGuide 07
Set up the Data Room
Import a folder structure, upload documents and attach them to requests for information.
Projects & workflowsGuide 08ASource incomplete
Grant or restrict access to the Data Room
Source incomplete: the supplied file contains organisation guidance, not Data Room access instructions.
Projects & workflowsGuide 08BSource incomplete
Upload and customise a Data Room template folder structure
Source incomplete: the supplied file contains organisation guidance, not template customisation instructions.
Projects & workflowsGuide 09Source incomplete
Create and customise requests for information (RFIs)
Source incomplete: the introduction names RFIs, but the steps describe organisations rather than creating or customising RFIs.
Projects & workflowsGuide 10
Respond to requests for information (RFIs)
Save a response, approve a written comment and update or reassign a request for information.
Projects & workflowsGuide 11
Assign documents to project users
Assign documents and folders to specialist reviewers and track responsibility for document review.
Projects & workflowsGuide 12
Conduct vendor (sell-side) due diligence
Review and classify seller documents, manage key risks and request reports and custom checklists.
Projects & workflowsGuide 13
Review documents for buyer due diligence
Prepare staged buyer access, configure permissions, download documents and manage buyer questions.
Projects & workflowsGuide 14
Prepare for disclosure and closing
Prepare the disclosure record, export closing materials and complete the final transaction checklist.
Use casesGuide UC01
Respond to a Self-Assessment Questionnaire (SAQ)
A specific supplier use case for accessing an SAQ workspace, answering RFIs and submitting completed responses.
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More guides are being added as Due grows. Check back for your next how-to.