Best Practices for Creating a New Request

Overview

Use Smart Upload to create a Request by importing and structuring a questionnaire document.

Start with a clean, well-structured document to ensure the best results during Smart Upload. When creating the Request, use a consistent and logical naming convention to support organization and long-term reference.

Once uploaded, work through the document top-down, beginning with Sections and progressing through sub-sections, questions, and answers using the Smart buttons.

After structuring, review the content to ensure accuracy, proper grouping, and relevance of any matched answers. Addressing issues at this stage helps avoid rework and keeps the Request clean and organized.

Contents

Before You Begin

Step 1: Check the Companies List

Step 2: Create the Company (If Required)

Step 3: Create New Request

Step 4: Configure the Request

Step 5: Complete Smart Upload

Step 6: Review Extracted Questions

Before You Begin

Start with a clean, well-structured document. Light formatting fixes (e.g., ensuring consistent indentation or structure) can improve results.

Smart Upload does not process PDFs directly. Converting a PDF to Word can introduce formatting issues, so use the original Word file where possible.

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Step 1: Check the Companies List

1. Navigate to the Companies module.
2. Search for the company associated with the Request.

3. Confirm whether the company already exists.

   

Best Practice

Always search thoroughly before creating a new company record. Duplicate company entries can make reporting and record management more difficult over time.

Step 2: Create the Company (If Required)

How do I Add Companies/Investors in Dasseti?
If the company does not already exist:

• From the companies module, in the lower right hand corner you'll find the + button to Create Company. Use consistent naming conventions when creating companies. This makes it easier for users to locate records and reduces the risk of duplicate entries.

Step 3: Create New Request

1. Use Smart Upload button found middle top of the platform

   

2. Upload the questionnaire document you would like to process.
3. Use Smart Upload to create the request.

Step 4: Configure the Request

Using Smart Upload to process the document:

1. Enter a clear and descriptive Request name.
   • Use a consistent format: Company Name – DDQ – Year
   • Example: ABC Capital – Operational Due Diligence – 2026
2. Associate the Request with the appropriate company (product is optional).
3. Select the destination Request Folder, if applicable.
4. Review any additional Request settings before creating the Request

Step 5: Complete Smart Upload 

How Do I Use the SMART Upload Feature to Import Requests and Q/A Bank Items in Dasseti Engage?

This is the most important step. Always start with Sections first. Then work top-down through the rest of the document using the Smart buttons.

• Start with Sections – use Smart Section
• Then Smart Sections (if applicable)
• Then Sub-sections (if applicable)
• Then Questions

• Then Answers (if applicable)
   
  
  Once you’ve selected the appropriate option, the platform will automatically scan the document and identify other similar elements based on the section you’re working with (e.g., sections , sub-sections , questions , or answers ).

Step 6: Review Structured Content

Take a few minutes to review the content to ensure accuracy and completeness. This saves time later in the process.

• Verify that sections and question groupings are organized correctly
• Review the structured questions for accuracy
• Confirm that any automatically matched answers are relevant