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