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 from Closed status directly from your checklist

  • Locate the document in your checklist by scrolling or using the search bar or filters.

  • Select the document using the checkbox.

  • Click Update Status and select In Progress or Open.

Reverting documents from Closed status 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.

  • Open the status dropdown next to the document's name.

  • Select status In Progress or Open.

Learn more about changing statuses of items.

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