ProDeal

The ideal solution for organizations seeking to enhance their data management practices and safeguard their confidential information.

Virtual Data Room Overview

How to Set Up Your Virtual Data Room

Facilitate team creation and management, as well as user invitation for collaborative work within the Virtual Data Room.

How to Add Teams & Invite Users into Your Virtual Data Room

Learn how to upload files and folders into your Prodeal virtual data rooms.

How to Upload Documents & Folders into Your Virtual Data Room

Learn how to download a document and folder from Prodeal Virtual Data Room to your computer.

How to Download Documents & Folders in Your Virtual Data Room

Move documents to other folders in Prodeal’s virtual data rooms

How to Copy & Move Documents

Regulate and oversee digital content access on a team or room basis

How to Control Digital Rights & Restrictions to Documents in Your Virtual Data Room

How to Manage Columns & Permissions in Your Virtual Data Room

Everything you need to know about sharing folders and documents with your colleagues

How to Control Access to Documents & Files in Your Virtual Data Room

Use Prodeal's activity report to see user activity in your Prodeal virtual data room

How to See User Activity In Your Virtual Data Room

Prevent users from downloading, printing, or screenshoting with Prodeal's DRM Options.

Digital Rights Management (DRM)

Seamlessly convert your Checklist Room into a Virtual Data Room.

How to convert your Prodeal Checklist Room to a Virtual Data Room

List view, modified filter & copy as text

New Updates - August 2024

Uploading Zipped Files or Folders into Prodeal

This feature allows you to assign teams or users to take responsibility for folders or files.

Manage Responsibility in Data Rooms

Set a Due Date for items in your Data Room

How to Use Due Dates in Data Rooms

Mark multiple items as read in Data Rooms

Mark as Read in Data Rooms

Quickly import items from another room into your current checklist, ideal for reusing existing structures.

How to Copy from Room

Use notes to communicate with your colleagues or partners over specific items

How to Use Notes - VDR

Judy Ann Vargas

Ian Group

Learn how to use Prodeal's newest data room view

Data Room

ProDeal Login

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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