Features
Learn about the features that you will use every day on Prodeal
By Judy and 3 others4 authors88 articles
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
Room Post
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
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
