Upload

To upload your files and documents

  1. Drag and drop a document from your file explorer to the line item. 
  2. If you are prompted, select which teams should have access to the document you are uploading and select Finish Upload. 

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How do I upload documents to a line item?

Download

To download files from ProDeal

  1. Click the white square button at the top of the checklist. When the files are selected the squares will turn blue. 
  2. Click the download icon to the right of the square icon at the top of the checklist. 
  3. Choose whether you want to download the documents with or without folders.

This will download your whole checklist.

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How do I download documents?

How do I download all the documents in the room?

Filter the Checklist

Keep track of what items are still open and what's still on your plate by filtering the checklist. 

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Learn more about Checklist Filters and Search

Close Your Completed Checklist Items

Mark your final documents as final and close complete line items to quickly see at a glance of the checklist what you have completed and what you still have open. 

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Marking Documents as Final

Close a Line Item

Bulk-share Documents

Quickly share any number of the documents with any teams in your room.

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Bulk-sharing Documents

Write a Note

In ProDeal, collaboration is easy. To communicate and avoid emails, you can always use Notes.

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Write a New Note

Want to download many files at once or assign team responsibility to multiple line items? Learn more about bulk-actions. 

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