Once you have finished working on a document, or all involved parties agree the changes are final, you can mark it as Final - which will clearly show in your checklist.

Keeping your checklist organized as well as updating and tracking the status for the uploaded documents will save considerable time for all parties working on the deal.

Marking documents as Final will enable you to quickly download a closing binder or bulk-download all Final documents.

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.
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