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Features
Features
Learn about the features that you will use every day on ProDeal
Custom Branding for your ProDeal Account
Room Explorer
My Responsibility Dashboard
Global Search
How to Bookmark Your Most Important Rooms
Checklist and Data Room: Room Links
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?
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
How to Use Notes
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