Digital D&O Questionnaires
Easy and convenient Directors and Officers
General Counsels and Corporate Secretaries become Paragons of Productivity
QDiligence Starts With Your Templates
Step 1: Give us your D&O Questionnaire templates. We’ll review them, make technical suggestions, and then we take it from there by migrating your D&O into the QDiligence platform. QDiligence technology is purpose-built for D&O Questionnaires and with 140+ ways to customize a question and 50+ ways to customize a questionnaire the result will be a digital version of your D&O that actually looks like a D&O.
While our team performs the conversion and configuration for you, you’ll have time to work at your day job!
You Review, We Polish
Step 2: Once your D&O Questionnaire templates have been initially created, we’ll provide your Administrators with online access and we’ll keep polishing your templates until you’re satisfied. Question 5 needs a comma? Done. Outside counsel now says three questions have be inserted before #22? We got that for you! Only Directors should see question 10-15? All set!
While polishing is underway, we’ll provide Administrator training, we’ll set up your user accounts, and we’ll customize various elements of the digital experience for your company.
Directors and Officers Respond
Step 3: When your D&O templates are just the way you want them, you’ll prepare your questionnaires, notify your respondents, and wait for the responses to roll in! Preparation is simple. Assign a questionnaire to each respondent using one of your templates then pre-populate/pre-complete responses as needed or just review and update the responses that were automatically pre-completed! Once your questionnaires are ready, just send an email or secure message to your respondents asking them to complete their questionnaires.
Report And Repeat
Administrators want to monitor questionnaire process so QDiligence notifies administrators when respondents log in and when questionnaires are completed. Administrators always have full access to questionnaires and responses, can download questionnaire PDFs (individually or several at a time), can export responses to a spreadsheet on demand and access response redlines.
Every facet of QDiligence is designed to help General Counsel and Corporate Secretaries create, distribute, and analyze D&O Questionnaires as quickly and easily as possible so they can focus on actual governance during a typically very hectic time of year.
When you need to distribute an Off-Cycle Questionnaire, Code of Conduct Certification, Quarterly or Semi-Annual D&O, or your next annual D&O Questionnaire, you just call us. We’ll clone and update your last questionnaire and update it or create a new one for you and you’re off!
QDiligence D&O Questionnaire Features
No Passwords To Remember
Directors and Officers access questionnaires with just one click using a link sent via email or other secure message.
Automatic Redline Reports
After submission each D&O Questionnaire is analyzed and redlined to quickly identify modified responses.
All access is “live” and current so last minute changes are immediately visible to respondents.
Printable PDF questionnaires on demand that include glossaries, exhibits, or appendices.
Popup Defined Terms / Endnotes
Defined Terms and Endnotes can be clicked throughout each questionnaire to see details.
Security automatically saves responses and logs the user out after a period of user inactivity.
File Downloads and Website Links
Form 4 Filings, Stock Holdings, Compensation, SEC.gov can all be accessed from D&O Questionnaires.
Complex Table Support
QDiligence supports a wide variety of custom-built, dynamic, and pre-completable tables
Pre-Population & Personalization
Any response can be pre-populated and any question can be personalized for an individual or group.