Features

Learn about the features that you will use every day on ProDeal

Vincent Alfieri avatar Ian Group avatar Milos Mihajlovic avatar +2
71 articles in this collection
Written by Vincent Alfieri, Ian Group, Milos Mihajlovic and 2 others
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
Ian Group avatar
Written by Ian Group
Updated over a week ago

Host admin role and team

What is a room host admin and what they can do on ProDeal?
Ian Group avatar
Written by Ian Group
Updated over a week ago

Admin role and team

What is a room admin and what they can do on ProDeal?
Ian Group avatar
Written by Ian Group
Updated over a week ago

Guest role and team

What is a guest and what can they do on ProDeal?
Ian Group avatar
Written by Ian Group
Updated over a week ago

Restricted Guest role and team

What is a restricted guest and what can they do on ProDeal?
Ian Group avatar
Written by Ian Group
Updated over a week ago

Restricted Guest - View Only role and team

What is a restricted guest and what can they do on ProDeal?
Ian Group avatar
Written by Ian Group
Updated over a week ago

How do I add colleagues, partners or counterparties to the Room?

Adding new users to your Room(s)
Vincent Alfieri avatar
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)
Ian Group avatar
Written by Ian Group
Updated over a week ago

How do I mark a document as Final?

Quickly move through your deal by marking documents as Final.
Ian Group avatar
Written by Ian Group
Updated over a week ago

How do I revert a document to Draft?

In case you need to work more on a document marked as Final, you can easily revert it to Draft.
Ian Group avatar
Written by Ian Group
Updated over a week ago

How do I sort my documents?

Easily sort uploaded documents and customize your checklist view.
Ian Group avatar
Written by Ian Group
Updated over a week ago
Rooms

Start Working in your Room

Learn About Some Features You Will Use Everyday On ProDeal
Ian Group avatar
Written by Ian Group
Updated over a week ago

Room Permissions in ProDeal

This article describes how permissions and roles work together in ProDeal rooms.
Ian Group avatar
Written by Ian Group
Updated over a week ago

Add a User

Add colleagues, partners or counterparties to the Teams in the Room
Ian Group avatar
Written by Ian Group
Updated over a week ago

Remove a User

Remove colleagues, partners or counterparties from a room
Ian Group avatar
Written by Ian Group
Updated over a week ago

Activity report

Use ProDeal's activity report to track the progress of your room with full visibility
Ian Group avatar
Written by Ian Group
Updated over a week ago

Edit Room Settings

How to edit all your Room settings
Ian Group avatar
Written by Ian Group
Updated over a week ago

Room Details

How to find and access detailed room information: General Information and Custom Attributes
Ian Group avatar
Written by Ian Group
Updated over a week ago

Using A Checklist Template

Use a custom Checklist Template to expedite the process of creating a new room
Ian Group avatar
Written by Ian Group
Updated over a week ago

Export data from ProDeal

Circulate the Closing Checklist, Closing Binder or Room Inventory outside of ProDeal by exporting it.
Ian Group avatar
Written by Ian Group
Updated over a week ago

How to Use Workspaces on ProDeal

Learn How to Use Workspaces on ProDeal
Ian Group avatar
Written by Ian Group
Updated over a week ago

Dashboard Filters

Filter the Dashboard to locate and view specific rooms.
Ian Group avatar
Written by Ian Group
Updated over a week ago

Use the Search Bar

Find what you're looking for in just a few clicks
Ian Group avatar
Written by Ian Group
Updated over a week ago

Room Deactivation

Host Admins can hide closed deals by deactivating rooms
Ian Group avatar
Written by Ian Group
Updated over a week ago
Checklist

Bulk Action - Change Status

Change the status of multiple items on your checklist in seconds!
Vinay Jain avatar
Written by Vinay Jain
Updated this week

Moving items on your Checklist

Configure your room and move checklist items with simple drag and drop
Ian Group avatar
Written by Ian Group
Updated over a week ago

Customize Your Checklist

ProDeal Rooms are fully customizable. You can add or delete items, rename and rearrange them.
Ian Group avatar
Written by Ian Group
Updated over a week ago

How to share links to Checklist items

Share direct links to your checklist items (headings, line items, folders and files) using ProDeal Secure link feature
Ian Group avatar
Written by Ian Group
Updated over a week ago

Add a Line Item

Add another line item to your checklist.
Ian Group avatar
Written by Ian Group
Updated over a week ago

How Do I Arrange Line Items

Organize Line Items with ease.
Mladen Pančevački avatar
Written by Mladen Pančevački
Updated over a week ago

Write a New Note

Use notes to communicate with your colleagues or partners over specific items
Ian Group avatar
Written by Ian Group
Updated over a week ago

Bulk Action - Download

Download items on the checklist in just a few clicks!
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Bulk Action - Assign Responsibility

Assign responsibility to multiple Line Items at a time.
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Bulk Action - Set Access

Edit Access for multiple documents at a time.
Ian Group avatar
Written by Ian Group
Updated over a week ago

Close a Line Item

Close a Line Item to keep track of completed items.
Vincent Alfieri avatar
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
Milos Mihajlovic avatar
Written by Milos Mihajlovic
Updated over a week ago

Filters and Search

Customize your checklist by using advanced search and filter options.
Ian Group avatar
Written by Ian Group
Updated over a week ago

Search Bar on ProDeal

Use the search bar in ProDeal to locate items within your dashboard and room in an instant.
Ian Group avatar
Written by Ian Group
Updated over a week ago

Progress Bars on ProDeal

Find your Progress Bar to see how far along you are on your deal
Ian Group avatar
Written by Ian Group
Updated over a week ago

How to Use Column Switchers

Customize your Checklist to display the information that is the most relevant to you!
Ian Group avatar
Written by Ian Group
Updated over a week ago

How to Use Due Dates on ProDeal

Set a Due Date for items in your Checklist.
Ian Group avatar
Written by Ian Group
Updated over a week ago

A Guide to Buttons on Your Checklist Page

An explanation of the buttons that appear on your ProDeal Checklist
Ian Group avatar
Written by Ian Group
Updated over a week ago