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.

Learn more about changing statuses of items.

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