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Import Pathway from spreadsheet
Import Pathway from spreadsheet

Import your existing Due Diligence checklist

Sam Melrose avatar
Written by Sam Melrose
Updated over a week ago

With the import Pathway functionality, you can turn your existing Excel due diligence checklist into a Pathway, making it even easier to gather documents, track progress and assign responsibility during the preparation phase. To import your checklist follow the steps below:

  1. Go to Pathways and select Create Pathway. 

2. Enter a name for this pathway.
3. Keep as No Template in the Quick Start section.
4. Select an Industry, Material Event, and Company size.

5. Select Import from spreadsheet.

6. You will be updated by a member of our Customer Success team once this has been completed.

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