To make document upload even easier, you can now send all the attachments you want directly to any checklist item you choose (Heading, Line Item, Folder), using email.

Email-to-folder needs to be enabled on the room level:

  1. Head over to Room Settings in the room you choose.
  2. Scroll down and click on the toggle to set Folder Email Address On.

Next, locate the Line Item you want to add the attachment(s) to.

  1. Click the actions menu on the right side
  2. Click on the Email-to-Folder button

Now, let's find and copy the unique folder email address you can use to to send attachment to.

  1. Click Copy button to copy your folder's address
  2. Head over to your desired email client, create a new email and use the address you have copied as destination
  3. Add the file(s) you want to upload directly to your Line Item

How to turn Email-to-folder on:

How to find the folder's email address:


Tips:

  • Email-to-folder needs to be enabled for each room you choose
  • Make sure you send the email from the email address you're using to log-in to ProDeal
  • You can send multiple attachments to be uploaded to your folder
  • Email header and body will be converted to PDF and uploaded to your folder as well
  • Maximum file(s) size possible to upload through one email is 20MB

Having issues with Document Upload?

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