Features
Learn about the features that you will use every day on Prodeal
By Judy and 4 others5 authors89 articles
- How do I set up a MFA App to use with Prodeal
- Host Role & Team
- Admin Role & Team
- Guest Role & Team
- View and Upload Role & Team
- View Only Role & Team
- How do I add colleagues, partners or counterparties to the Room?
- How do I enable (MFA) Multi-Factor Authentication for my Account?
- How do I mark a document as closed?
- How do I revert a document to Open?
- How do I sort my documents?
- Can I create a password instead of using login links?
- How do I create a punch list in Prodeal?
- Filter by Upload Date
- Copy as Text
- How to find unread documents in your Prodeal room
- Set Custom Status to Items
- Bulk Action - Change Status
- Moving items on your Checklist
- Customize Your Checklist
- How to share links to Checklist items
- Add a Line Item and Folder
- How Do I Arrange Line Items
- Download files or folders
- Bulk Action - Assign Responsibility
- Custom Column
- Bulk Action - Set Access
- Close a Line Item
- Edit Line Item Settings
- Checklist Filters
- Dashboard Search Bar
- How to Use Column Switchers
- Progress Bars on Prodeal
- A Guide to Buttons on Your Checklist Page
- How to Use Due Dates on Prodeal
- How to Use Notes - Checklist