You can download your ProDeal data in various formats for your sharing or reporting requirements:
- closing checklist (pdf)
- closing binder (pdf)
- room inventory (pdf or xls)
To initiate the export, click the ACTIONS button on the top right corner on the header, and click the Export button.
You will see a new Checklist Export screen where you can choose between Smart Checklist (PDF), Closing Binder (PDF) and Inventory (PDF or XLS).
Select the type and format and click Export, your file will be downloaded shortly.
The Smart Checklist PDF export includes an outline of the folder structure, titles, folder status, responsibility as well as the note for each item, set after your current Filter settings.
If you applied any filters (except unread) in the active room view - the downloaded file will reflect it. This way, you can customize the your export to fit your specific needs.
The Closing Binder PDF export will contain and hyperlink all the room documents marked as final. You can click on the document in the PDF file to go directly to that item on ProDeal.
The Inventory PDF and XLS export will contain and hyperlink all the Checklist items from the room you're exporting from. You can click on the item in the PDF file to go directly to that item on ProDeal.