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Hello! Follow the steps to learn how to quickly bulk upload completed Word DDQs into your Q&A Bank

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If you have completed and approved DDQs in Word, find the 'Import Pre-Approved Content' button here.

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Drag & drop or select your file that's saved locally.

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You can associate this DDQ at the firm level or to a specific product/strategy/vehicle, then click 'Import'.

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Here you'll find the document ready for you to mark the various categories/sub-categories and Q&A pairs.

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Right click to mark these elements.

Hint: You can choose to mark 'All similar elements' and the uploader will mark your document in bulk.

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All of the similar categories and questions will be auto-marked.

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If you happen to make a mistake you can easily 'Undo' and 'Redo' your markings.

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Now you can 'Auto Identify Answers'.

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This will save you time by automatically marking the answer content for you.

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Hit 'Preview' to review your selections before uploading.

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Here you'll find your content organized and ready for upload. You can select which Q&As to include and make any necessary edits to the responses.

Note: Any existing duplicate questions for the same entity will be overwritten. Therefore, you can update existing Q&As without worry about creating extra copies.

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If everything looks good click 'Import Q&A Content' and you're done!

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Back in the Q&A Bank you'll see the Q&As from your upload are now digitized and available for you to use in investor requests and standard DDQs.

Pro Tip: Check out the 'Bulk Update Q&As' checklist item next to see how to quickly add tags, SMEs, and expiry dates to your uploaded content.

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Hi there! Follow the steps to see how to add single Q&As as pre-approved content in your Q&A Bank.

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