Keeping your checklist up to date with document statuses will help to keep the visibility and transparency to all involved parties, save time on status checking and status calls, and speed-up your deal closing time.

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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