Topic Due Dates

Due Dates are a fantastic way to start tracking the deliverables for your process.

Written by Sam Melrose
Updated this week

Scorecard Due Dates

Due Dates are a fantastic way to start tracking the deliverables for your process.

Written by Sam Melrose
Updated this week

Import Scorecard from spreadsheet

Import your existing Due Diligence checklist

Written by Sam Melrose
Updated over a week ago

Create Scorecards Directly From Templates

Written by Bobby Padilla
Updated over a week ago

Scorecards

Scorecards help determine how prepared a company is for a material event.

Written by David Chalmers
Updated over a week ago

Create and send new Scorecard

Create and send a new Scorecard without using a template to another company, someone in the same company or yourself.

Written by David Chalmers
Updated over a week ago

Edit Scorecards

Amend company Scorecards to edit Topics and Requirements.

Written by David Chalmers
Updated over a week ago

Scorecard templates

Speed up the process when creating Scorecards by creating Scorecard templates.

Written by David Chalmers
Updated over a week ago

Create Scorecard template

Scorecard templates allow you to quickly send a new Scorecard using a pre populated set of Topics and Requirements.

Written by David Chalmers
Updated over a week ago

Send Scorecard template

Create and send a new Scorecard using an existing template to another company, someone in the same company or yourself.

Written by David Chalmers
Updated over a week ago

Edit Scorecard template

Edit existing Scorecard templates to update Topics and Requirements.

Written by David Chalmers
Updated over a week ago

Duplicate Scorecard template

Duplicate a Scorecard template to copy over the same Areas, Topics and Requirements.

Written by David Chalmers
Updated over a week ago

Review Scorecards

Update and review Areas and Topics within a Scorecard.

Written by David Chalmers
Updated over a week ago

Areas

Areas are located within Scorecards. They contain Topics that are to be completed.

Written by David Chalmers
Updated over a week ago

Rename Areas

Customize Area names to suit your project.

Written by David Chalmers
Updated over a week ago

Create custom Areas

Create a custom Area for a Scorecard or Scorecard template when creating a custom Topic.

Written by David Chalmers
Updated over a week ago

Leave Scorecard

If people no longer need to access a Scorecard that they are collaborating on, they can choose to leave the Scorecard.

Written by David Chalmers
Updated over a week ago

Delete Scorecard

If a Scorecard is no longer needed, the Scorecard owner is able to delete it.

Written by David Chalmers
Updated over a week ago

Current score

The score is based on Topics that have been started, Requirements completed, Topics ready for review and Topics marked as Verified.

Written by David Chalmers
Updated over a week ago

Projected score

A company's Projected score shows the score the company will receive once the Topics they have started are completed.

Written by David Chalmers
Updated over a week ago

Topics

Topics are assigned to Areas within a Scorecard that are to be completed by companies.

Written by David Chalmers
Updated over a week ago

Edit Topics

Topics for a company's Scorecard can be updated at any time.

Written by David Chalmers
Updated over a week ago

Create Scorecard custom Topic

Create custom Topics to suit the needs of your material event for a particular Scorecard.

Written by David Chalmers
Updated over a week ago

Create Scorecard template custom Topic

Create custom Topics in a Scorecard template to suit the needs of your material event.

Written by David Chalmers
Updated over a week ago

Topic status

Topic statuses show team members what stage the Topic has progressed to and also contributes to the Scorecard and Area Score.

Written by David Chalmers
Updated over a week ago

Reviewing topics

Review Topic Requirements and documents.

Written by David Chalmers
Updated over a week ago

Update Topic status

Learn how to update a Topic status. Topic statuses show team members what stage the Topic has progressed to.

Written by David Chalmers
Updated over a week ago

Priority Topics

Mark Topics as a priority so team members know immediately the most important Topics and where to start.

Written by David Chalmers
Updated over a week ago

Add Topics to a Scorecard template

Add Topics to an existing Scorecard template to customize requirements for future Scorecards.

Written by David Chalmers
Updated over a week ago

Add Topics to a Scorecard

Add Topics to an existing company Scorecard to customize requirements for your material event.

Written by David Chalmers
Updated over a week ago

Topic guides

Topic guides give context as to what the Topic is and why it's important to have.

Written by David Chalmers
Updated over a week ago

Topic relevance

Selecting an industry, material event and company size for where a Topic is relevant makes it easier to find when creating a new Scorecard.

Written by David Chalmers
Updated over a week ago

Add Requirements

Add requirements to an existing Scorecard or Scorecard template.

Written by David Chalmers
Updated over a week ago

Edit Requirements

Scorecard and Scorecard template Requirements can be edited at any point in time.

Written by David Chalmers
Updated over a week ago

Edit Topic guides

Edit Topic guides that have been created for custom Topics, to provide more information on the benefits of having the Topic completed.

Written by David Chalmers
Updated over a week ago

Scorecard notifications

Learn about all the notifications that are available in Scorecards.

Written by David Chalmers
Updated over a week ago

Scorecard document notifications

Get notified when documents are uploaded to Topics.

Written by David Chalmers
Updated over a week ago

Scorecard weekly insights

Weekly email updates sent straight to your inbox on Scorecard progress.

Written by David Chalmers
Updated over a week ago

Transaction Room document notifications

Set and update email notifications for documents in Rooms.

Written by David Chalmers
Updated over a week ago

Q&A notifications

Control your Q&A email notifications by turning Q&A Updates on or off.

Written by David Chalmers
Updated over a week ago