Getting Started: Frequently Asked Questions

Your colleagues, clients or counterparties might have questions. Here are the answers:

• How do I create an account?

• I can’t remember my password. How do I reset it?

• How do I invite someone to ProDeal?

• How do I turn off a user’s account?

• How do I deactivate or delete a room?

• How do I export a report of all rooms?

• How do I add/edit/remove custom attributes for the room details page?

• How do I upload documents?

• How do I download document?

• How do I set up Multi-Factor Authentication?

Technical Questions (these may come from colleagues or counterparties/clients)

• I can’t open/view a document

• I’m having trouble uploading documents

• I’m having trouble downloading documents

• I’m having trouble logging into ProDeal

• Why can’t I create a new team in my room?

• Which internet browsers work best with ProDeal?

• I’m not getting emails from ProDeal

• ProDeal emails are going to my spam folder

• I’m having issues with Multi-Factor Authentication