Due Diligence Management

Download this Page

Manage Due Diligence templates:

Navigation: System Setup > Due Diligence > CA Management

Purpose: To Add Due Diligence Templates


  • Click [Add Template] button and enter Title, [Attach Document], enter Order Index and if you want to make active select [Is Active]. If you want to make mandatory, select [Is Mandatory] and click [Save].

Field Descriptions:

  • Title
  • Attach Document [.docx, .pdf, .doc, .jpg, .gif, .xls, .xlsx]
  • Order Index
  • Is Active [checkbox]
  • Is Mandatory [checkbox]