Once you finished working on a document, you can update its status and set it to closed. It is also a prerequisite when creating a closing set of documents or a closing binder.
To close a document from your checklist:
Locate the document in your checklist by scrolling or using the search bar or filters.
Select the document using the checkbox.
Click Update Status and select Closed.
This will change the document's status to closed. You will see a green dot in front of the document's name.
To close a document from the document viewer:
Locate the document in your checklist by scrolling or using the search bar or filters.
Open the document on ProDeal by clicking it.
Open the status dropdown next to the document's name.
Select status Closed.
If you need more work done on a closed document, repeat the steps above and switch status to one of the other preloaded statuses: open or in progress.