Marking a document as Final allows you to distinguish final documents from drafts.  It is also a prerequisite to creating a closing set of documents or a closing binder.  

Mark a document as Final directly from your checklist

  • Locate the document in your checklist by scrolling or using the search bar or filters.
  • Click the actions menu to the right of any document and select the Mark as Final option.  

This will give a document a "FINAL" designation to help you distinguish from other draft documents throughout the checklist.

Mark a document as Final 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.
  • Click the Mark as Final button in the top right corner.

Reverting documents to Draft directly from your checklist

  • Locate the document marked as Final in your checklist by scrolling or using the search bar or filters.
  • Click the actions menu to the right of any document and select the Revert to Draft option.

Reverting documents to Draft from the document viewer

  • Locate the document marked as Final in your checklist by scrolling or using the search bar or filters.
  • Open the document on ProDeal by clicking it.
  • Click the Revert to Draft button in the top right corner.

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