ProDeal

A comprehensive FAQs for new users and org admins

Getting Started: Frequently Asked Questions

Prodeal Terms Explained

Troubleshooting MFA (Multi-Factor Authentication)

Resolve the most common issues when working in new environments, virtual machines, and remote desktops

Having issues working remotely?

Which document / file types are supported inside Prodeal

Troubleshooting document opening / viewing

Any issues with uploading files and documents? Check here!

Troubleshooting Document Upload

Any issues with downloading files and documents? Check here!

Troubleshooting Document Download

Are you having trouble creating a Team in a room?`

Why can't I create a new Team?

How to Contact Support Anytime

Troubleshooting Login Issues

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Our Preferred Browser

Use these browsers to get the most out of Prodeal

Which Browsers Do We Support?

Are you not receiving email notifications from Prodeal? This may be why.

I'm not getting emails from Prodeal

What to do when Prodeal notifications are ending up in Spam folder or you cannot download the files from Prodeal?

Domain Whitelisting

Are you having problems that aren't addressed in our Troubleshooting Articles?

Still having issues?

Ian Group

Vincent Alfieri

Read about the most common issues the users are facing

Troubleshooting

ProDeal Login

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.