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Features
Learn about the features that you will use every day on ProDeal
74 articles in this collection
Written by
Vincent Alfieri
and
Vinay Jain
FAQ
How do I set up a MFA App to use with ProDeal
Learn how to set up Multi-Factor (MFA) App to use with ProDeal
Written by
Vinay Jain
Updated over a week ago
Host admin role and team
What is a room host admin and what they can do on ProDeal?
Written by
Vinay Jain
Updated over a week ago
Admin role and team
What is a room admin and what they can do on ProDeal?
Written by
Vincent Alfieri
Updated over a week ago
Guest role and team
What is a guest and what can they do on ProDeal?
Written by
Vinay Jain
Updated over a week ago
Restricted Guest role and team
What is a restricted guest and what can they do on ProDeal?
Written by
Vinay Jain
Updated over a week ago
Restricted Guest - View Only role and team
What is a restricted guest and what can they do on ProDeal?
Written by
Vinay Jain
Updated over a week ago
How do I add colleagues, partners or counterparties to the Room?
Adding new users to your Room(s)
Written by
Vincent Alfieri
Updated over a week ago
How do I enable (MFA) Multi-Factor Authentication for my Account?
How to enable and setup Multi-factor authentication (MFA)
Written by
Vincent Alfieri
Updated over a week ago
How do I mark a document as Closed?
Quickly move through your deal after having a final version of a document.
Written by
Vinay Jain
Updated over a week ago
How do I revert a document to Open?
In case you need to work more on a document marked as Closed, you can easily revert it to Open or In Progress.
Written by
Vincent Alfieri
Updated over a week ago
How do I sort my documents?
Easily sort uploaded documents and customize your checklist view.
Written by
Vinay Jain
Updated over a week ago
Getting Started
Create a New Room
Quickly create a room to manage your transaction on ProDeal.
Written by
Vinay Jain
Updated over a week ago
How to create a Private Room?
Help on setting up and maintaining a Private Room for your Organization.
Written by
Vincent Alfieri
Updated over a week ago
Managing & Creating Room Templates
Create and manage templates on ProDeal's templates dashboard to speed up room creation
Written by
Vinay Jain
Updated over a week ago
Cloning a Room
Clone the entire room: existing structure, documents, responsibilities and teams - without team members. Use this to power-up templates.
Written by
Vinay Jain
Updated over a week ago
Start Working In The Room
Share files, write notes and keep track of the status of the checklist.
Written by
Vinay Jain
Updated over a week ago
Add Teams and Members
How to add and manage teams and users that are working in the deal room with you.
Written by
Vincent Alfieri
Updated over a week ago
Customize Your Email Notifications
Customize Your Email Notification Settings
Written by
Vinay Jain
Updated over a week ago
Bulk Actions
Understand the bulk actions in ProDeal and always stay ahead of your deals
Written by
Vinay Jain
Updated over a week ago
Filter Your Checklist
Use ProDeal's Filters feature to filter your Checklist and display relevant information.
Written by
Vincent Alfieri
Updated over a week ago
How to Use Filters with Bulk Download
Filter your checklist, bulk select and download only the unread or closed documents in seconds!
Written by
Vinay Jain
Updated over a week ago
Rooms
Start Working in your Room
Learn About Some Features You Will Use Everyday On ProDeal
Written by
Vinay Jain
Updated over a week ago
Room Permissions in ProDeal
This article describes how permissions and roles work together in ProDeal rooms.
Written by
Vinay Jain
Updated over a week ago
Add a User
Add colleagues, partners or counterparties to the Teams in the Room
Written by
Vinay Jain
Updated over a week ago
Remove a User
Remove colleagues, partners or counterparties from a room
Written by
Vinay Jain
Updated over a week ago
Activity report
Use ProDeal's activity report to track the progress of your room with full visibility
Written by
Vinay Jain
Updated over a week ago
Edit Room Settings
How to edit all your Room settings
Written by
Vincent Alfieri
Updated over a week ago
Room Details
How to find and access detailed room information: General Information and Custom Attributes
Written by
Vinay Jain
Updated over a week ago
Export data from ProDeal
Circulate the Closing Checklist, Closing Binder or Room Inventory outside of ProDeal by exporting it.
Written by
Vinay Jain
Updated over a week ago
How to Use Workspaces on ProDeal
Learn How to Use Workspaces on ProDeal
Written by
Vinay Jain
Updated over a week ago
Dashboard Filters
Use Dashboard Filters to quickly find deals on your dashboard.
Written by
Vinay Jain
Updated over a week ago
Checklist Search bar
Find what you're looking for in just a few clicks
Written by
Vinay Jain
Updated over a week ago
Room Deactivation and Hiding
How to deactivate and hide deals from your dashboard
Written by
Vinay Jain
Updated over a week ago
Teams and Users
Team roles
Learn more about different Team roles and how to check and set access to your checklist and data.
Written by
Vincent Alfieri
Updated over a week ago
Creating and Managing a Team
Invite Teams and Members to the Room to keep everyone on the same page throughout the course of the transaction!
Written by
Vinay Jain
Updated over a week ago
Delete Teams
Host Admins can delete Teams from rooms
Written by
Vinay Jain
Updated over a week ago
Add or Remove a User
Add or remove users from a team.
Written by
Vinay Jain
Updated over a week ago
How to Find Out if You're an Admin
Check if you're an Admin and Find Out What that Means!
Written by
Vinay Jain
Updated over a week ago
Checklist
Copy as Text
Create to-do lists and email updates from your checklist in seconds
Written by
Vinay Jain
Updated over a week ago
How to find unread documents in your ProDeal room
Learn how to find unread documents in your ProDeal room
Written by
Vinay Jain
Updated over a week ago
Set Custom Status to Items
Use statuses tailored to fit your organization's needs.
Written by
Vinay Jain
Updated over a week ago
Bulk Action - Change Status
Change the status of multiple items on your checklist in seconds!
Written by
Vinay Jain
Updated over a week ago
Moving items on your Checklist
Configure your room and move checklist items with simple drag and drop
Written by
Vinay Jain
Updated over a week ago
Customize Your Checklist
ProDeal Rooms are fully customizable. You can add or delete items, rename and rearrange them.
Written by
Vinay Jain
Updated over a week ago
How to share links to Checklist items
Share direct links to your checklist items using ProDeal Secure link.
Written by
Vincent Alfieri
Updated over a week ago
Add a Line Item
Add another line item to your checklist.
Written by
Vinay Jain
Updated over a week ago
How Do I Arrange Line Items
Organize Line Items with ease.
Written by
Vincent Alfieri
Updated over a week ago
Write a New Note
Use notes to communicate with your colleagues or partners over specific items
Written by
Vinay Jain
Updated over a week ago
Bulk Action - Download
Download items on the checklist in just a few clicks!
Written by
Vincent Alfieri
Updated over a week ago
Bulk Action - Assign Responsibility
Assign responsibility to multiple items at once.
Written by
Vincent Alfieri
Updated over a week ago
Custom Column
Add an additional custom column to your checklist
Written by
Vinay Jain
Updated over a week ago
Bulk Action - Set Access
Edit Access for multiple items at once.
Written by
Vincent Alfieri
Updated over a week ago
Close a Line Item
Close a Line Item to keep track of completed items.
Written by
Vincent Alfieri
Updated over a week ago
Edit Line Item Settings
Edit a Line Item Name, set a Due Date and assign Responsibility
Written by
Vinay Jain
Updated over a week ago
Checklist Filters
Customize your checklist by using filter options.
Written by
Vinay Jain
Updated over a week ago
Dashboard Search Bar
Use the Dashboard Search Bar to quickly find your desired deal.
Written by
Vinay Jain
Updated over a week ago
How to Use Column Switchers
Customize your Checklist to display the information that is the most relevant to you!
Written by
Vinay Jain
Updated over a week ago
Progress Bars on ProDeal
Find your Progress Bar to see how far along you are on your deal
Written by
Vinay Jain
Updated over a week ago
A Guide to Buttons on Your Checklist Page
An explanation of the buttons that appear on your ProDeal Checklist
Written by
Vinay Jain
Updated over a week ago
How to Use Due Dates on ProDeal
Set a Due Date for items in your Checklist.
Written by
Vincent Alfieri
Updated over a week ago
Headings
Add a New Heading
Written by
Vinay Jain
Updated over a week ago
Rename a Heading
Written by
Vinay Jain
Updated over a week ago
How Do I Arrange Headings?
Easily drag and drop the Headings inside a checklist
Written by
Vinay Jain
Updated over a week ago
Documents
Sign documents on ProDeal
ProDeal's e-signature functionality allows you to sign documents directly on the platform
Written by
Vinay Jain
Updated over a week ago
Upload Documents and Folders
Share a document with your colleagues on ProDeal
Written by
Vinay Jain
Updated over a week ago
Uploading Emails
Drag and drop your important email correspondence straight to your deal room to be shared and stored!
Written by
Vincent Alfieri
Updated over a week ago
How to turn on and use document watermarking
Increase confidential file and document security by using watermarking.
Written by
Vinay Jain
Updated over a week ago
Download a Document
Download a document from ProDeal to your computer
Written by
Vinay Jain
Updated over a week ago
Marking Documents as Closed
Easily distinguish final documents from drafts. Use this designation to download your closing set or prep your closing binder.
Written by
Vinay Jain
Updated over a week ago
Deleting Documents
Delete a document from your checklist or use bulk actions to delete multiple documents at once
Written by
Vincent Alfieri
Updated over a week ago
Email-to-folder
Send attachment(s) directly to your room and folder using email.
Written by
Vincent Alfieri
Updated over a week ago
Creating a Closing Binder
How to prepare and download a Closing Binder for your deals?
Written by
Vinay Jain
Updated over a week ago
Room Settings
How to Subscribe to a Heading
Get email notifications on all activity in the Headings of your choice
Written by
Vincent Alfieri
Updated over a week ago
How do I edit the name of the room?
Change the name of your deal.
Written by
Vincent Alfieri
Updated over a week ago