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How Do I Use the Requests Module in Dasseti Engage?

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Overview

The Requests module in Dasseti Engage enables users to manage, track, and respond to investor information requests, including Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and ad hoc questionnaires.

The module integrates with the Q/A Bank, allowing users to reuse pre-approved responses to ensure consistency, efficiency, and accuracy across submissions.

Each Request must be linked to a specific company, enabling structured data management, reporting, and auditability across the platform.

We’ve embedded rich High charts visualizations and supplementary information directly into the Request page, surfacing key progress and engagement metrics at a glance.

 

Creating a Request

To create a new Request, navigate to the Requests module.

Users can initiate a Request using:

  • Add – Opens the Create Request panel
  • Smart Upload – Direct access to AI-assisted upload

Requests can be created using the following methods:

Each method supports different workflows depending on the format and complexity of the Request.

 

 

 

Responding to a Request

Dasseti Engage supports multiple response methods to complete Requests efficiently, including:

  • Autofill
  • Smart Search
  • Smart Docs
  • Manual entry
  • Offline (Excel export/import)

For a full overview, refer to:

"How Do I Populate or Complete a Request in Dasseti Engage?"

 

 

Request Interface Overview

When a Requests is opened, the interface is structured to provide clear navigation, real-time progress tracking, and efficient response management.

 

 

 

Request Status Tabs

At the top of the Request, users can switch between lifecycle stages:

  • Received – Newly received Requests
  • In Progress – Requests currently being worked on
  • Completed – Finalized Requests

These tabs help organize and filter Requests by status.

 

 

Tabs Overview

Request

The primary workspace where users:

  • Enter and update responses
  • Use tools such as Smart Search, Autofill, or manual input
  • Assign questions to contributors and reviewers

 

 

Attachments

Allows users to:

  • Upload and manage supporting documents
  • Include files in exported reports (ZIP format)
  • Reuse attachments across Requests (if permitted)

 

 

Team

Enables collaboration by allowing users to:

  • Add colleagues to the Request
  • Assign questions and responsibilities
  • Manage contributor and reviewer roles

Admins can review and mark Requests as completed.

 

 

Activity

Provides a detailed audit log of all actions and updates within the Request for transparency and tracking.

 

 

Distribute

Used to share the Request externally and manage participant access.

Refer to: How do I distribute a Request from Dasseti? 

 

 

Smart Docs Status

Displays the processing status of uploaded documents and Smart Docs extraction.

 

 

 

Request Summary Panel (Right Side)

The right-hand panel provides a real-time overview of the Request:

  • Completion percentage
  • Status breakdown (e.g., Not Assigned, In Progress, Approved)
  • Deadline and time remaining
  • Company name associated with the Request

This helps users quickly assess progress and prioritize outstanding work.

 

 

 

Top Action Bar

The top-right section of the interface includes key actions:

  • Autofill – Automatically populate responses using Q/A Bank and historical data
  • Edit – Modify the structure and content of the Request (questions, sections), without affecting responses.

  • Settings – Update high-level Request details

     Settings include:

    • Request Name
    • Deadline and Time Zone
    • Folder and Sub Folder
    • Asset Class
    • Publishing and sharing permissions

 

 

 

Toolbar and Navigation Controls

The toolbar above the questionnaire includes:

  • Filters – Refine questions by:
    • Answer type (Answered, Unanswered, Assigned, Unassigned)
    • Users Assigned (My Questions, specific users, or groups)
    • Status (No Reviewer, With Assignee, Under Review, Approved, Rejected)
  • My Questions – Display only questions assigned to the current user
  • Collapse All / Expand All – Manage section visibility
  • Assign Users – Assign contributors or reviewers
  • More Actions – Access additional options such as:
    • Audit Trail
    • Disclaimer
    • Comments
    • Export

 

 

 

Additional Features

  • Audit Trail
    Tracks all updates and changes made within the Request
    (Refer to: “How do I track changes on a Request?”)

  • Send Notification (Send Assignment Email)
    Allows users to notify assigned contributors with details of their responsibilities.

  • Disclaimer
    Allows a disclaimer to be added to the Request output

  • Publish
    Enables sharing via the Distribute tab, including:

    • External access to the Request
    • Export permissions
    • Public or restricted links

 

 

 

Questionnaire Workspace

The main workspace displays:

  • Structured sections and questions

  • Answer editor for entering responses

  • Comment fields for internal collaboration

  • Smart Search for suggested answers

  • Assignment indicators and status labels

Each section can be expanded or collapsed to improve focus and usability.

 

 

 

Best Practices

  • Use Q/A Bank integration to ensure consistency across responses

  • Assign questions clearly to avoid duplication of work

  • Monitor deadlines using the summary panel

  • Use My Questions to focus on assigned tasks

  • Leverage Audit Trail for tracking updates and accountability

 

 

 

 

 

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