Learn about the features that you will use every day on ProDeal
By Kimberly and 2 others3 authors81 articles
Custom Branding for your ProDeal Account
My Responsibility Dashboard
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?
Copy as Text
Filter by Upload Date
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
Write a New Note
Download files or folders
Bulk Action - Assign Responsibility
Bulk Action - Set Access
Close a Line Item
Edit Line Item Settings
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