# ProDeal Help Center

> Help center for ProDeal

## Onboarding

- [External Party Guide](https://help.prodeal360.com/en/articles/14844341-external-party-guide.md): Welcome to your Prodeal room. This is a quick guide for outside parties.
- [Where to Begin: Your Prodeal Onboarding Guide](https://help.prodeal360.com/en/articles/4714843-where-to-begin-your-prodeal-onboarding-guide.md): Thanks for signing up for Prodeal. This is everything you need to get started.

## AI & Automations

- [Connecting Prodeal to Claude](https://help.prodeal360.com/en/articles/15773499-connecting-prodeal-to-claude.md)
- [Prodeal AI Connect - an MCP Server](https://help.prodeal360.com/en/articles/15773479-prodeal-ai-connect-an-mcp-server.md)
- [Connecting Prodeal to MS Copilot](https://help.prodeal360.com/en/articles/15962736-connecting-prodeal-to-ms-copilot.md)

## Data Room

- [Virtual Data Room Overview](https://help.prodeal360.com/en/articles/8608546-virtual-data-room-overview.md): The ideal solution for organizations seeking to enhance their data management practices and safeguard their confidential information.
- [How to Set Up Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608653-how-to-set-up-your-virtual-data-room.md)
- [How to Add Teams & Invite Users into Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608682-how-to-add-teams-invite-users-into-your-virtual-data-room.md): Facilitate team creation and management, as well as user invitation for collaborative work within the Virtual Data Room.
- [How to Upload Documents & Folders into Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608721-how-to-upload-documents-folders-into-your-virtual-data-room.md): Learn how to upload files and folders into your Prodeal virtual data rooms.
- [How to Download Documents & Folders in Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608762-how-to-download-documents-folders-in-your-virtual-data-room.md): Learn how to download a document and folder from Prodeal Virtual Data Room to your computer.
- [How to Copy & Move Documents](https://help.prodeal360.com/en/articles/8608786-how-to-copy-move-documents.md): Move documents to other folders in Prodeal’s virtual data rooms
- [How to Control Digital Rights & Restrictions to Documents in Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608719-how-to-control-digital-rights-restrictions-to-documents-in-your-virtual-data-room.md): Regulate and oversee digital content access on a team or room basis
- [How to Manage Columns & Permissions in Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608803-how-to-manage-columns-permissions-in-your-virtual-data-room.md)
- [How to Control Access to Documents & Files in Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608690-how-to-control-access-to-documents-files-in-your-virtual-data-room.md): Everything you need to know about sharing folders and documents with your colleagues
- [How to See User Activity In Your Virtual Data Room](https://help.prodeal360.com/en/articles/8608946-how-to-see-user-activity-in-your-virtual-data-room.md): Use Prodeal's activity report to see user activity in your Prodeal virtual data room
- [Digital Rights Management \(DRM\)](https://help.prodeal360.com/en/articles/8981706-digital-rights-management-drm.md): Prevent users from downloading, printing, or screenshoting with Prodeal's DRM Options.
- [How to convert your Prodeal Checklist Room to a Virtual Data Room](https://help.prodeal360.com/en/articles/9205002-how-to-convert-your-prodeal-checklist-room-to-a-virtual-data-room.md): Seamlessly convert your Checklist Room into a Virtual Data Room.
- [New Updates - August 2024](https://help.prodeal360.com/en/articles/9736812-new-updates-august-2024.md): List view, modified filter & copy as text
- [Uploading Zipped Files or Folders into Prodeal](https://help.prodeal360.com/en/articles/10047491-uploading-zipped-files-or-folders-into-prodeal.md)
- [Manage Responsibility in Data Rooms](https://help.prodeal360.com/en/articles/10335742-manage-responsibility-in-data-rooms.md): This feature allows you to assign teams or users to take responsibility for folders or files.
- [How to Use Due Dates in Data Rooms](https://help.prodeal360.com/en/articles/10335856-how-to-use-due-dates-in-data-rooms.md): Set a Due Date for items in your Data Room
- [Mark as Read in Data Rooms](https://help.prodeal360.com/en/articles/10361978-mark-as-read-in-data-rooms.md): Mark multiple items as read in Data Rooms
- [How to Copy from Room](https://help.prodeal360.com/en/articles/11487765-how-to-copy-from-room.md): Quickly import items from another room into your current checklist, ideal for reusing existing structures.
- [How to Use Notes - VDR](https://help.prodeal360.com/en/articles/3065473-how-to-use-notes-vdr.md): Use notes to communicate with your colleagues or partners over specific items

## Org Admins

- [Join any room created by your Organization](https://help.prodeal360.com/en/articles/5361837-join-any-room-created-by-your-organization.md): Join the host team of any room created by a colleague from your organization if you are an organization admin.
- [Guest Access Approval](https://help.prodeal360.com/en/articles/6457298-guest-access-approval.md): Restrict access to only approved external guests/domains as an org admin
- [Single Sign-On \(SSO\) for your Organization](https://help.prodeal360.com/en/articles/6478889-single-sign-on-sso-for-your-organization.md): Org Admins have the option to enable Single Sign On \(SSO\) for their Organization.
- [Require Multi-Factor Authentication \(MFA\) for Guest Users](https://help.prodeal360.com/en/articles/6478955-require-multi-factor-authentication-mfa-for-guest-users.md): Org Admins can require MFA for all guests outside the organization that are invited or present in the organization's rooms.
- [Login Links](https://help.prodeal360.com/en/articles/6954483-login-links.md): Log into Prodeal faster and without a password
- [Compliance Reporting](https://help.prodeal360.com/en/articles/5210903-compliance-reporting.md): Satisfy document retention and discovery requirements with this simple feature.
- [Require MFA for Organization Members](https://help.prodeal360.com/en/articles/4888164-require-mfa-for-organization-members.md): Add additional security by enforcing multi-factor authentication \(MFA\) for all members of your organization
- [What are Pro Users and Basic Users?](https://help.prodeal360.com/en/articles/4808649-what-are-pro-users-and-basic-users.md): Learn more about the difference between a Pro User and a Basic User.
- [What is an Org Admin?](https://help.prodeal360.com/en/articles/3811579-what-is-an-org-admin.md): This article explains the role of an org admin and what they can do
- [Download your Organization Rooms Report \(CSV\)](https://help.prodeal360.com/en/articles/3692330-download-your-organization-rooms-report-csv.md): Company level reporting: downloading organization report as .CSV
- [Activate or Deactivate Users](https://help.prodeal360.com/en/articles/3810533-activate-or-deactivate-users.md): How to Activate and Deactivate users from your organization
- [Advanced Room Settings: Custom attributes](https://help.prodeal360.com/en/articles/3815930-advanced-room-settings-custom-attributes.md): As an Org Admin, you can access and edit advanced room settings.
- [Organization Activity](https://help.prodeal360.com/en/articles/10271123-organization-activity.md)
- [User Management](https://help.prodeal360.com/en/articles/15933678-user-management.md): Modify user access and permissions within your organization.

## Tools

- [Sync Prodeal Due Dates with your Calendar](https://help.prodeal360.com/en/articles/4693338-sync-prodeal-due-dates-with-your-calendar.md): Automatically sync these dates to calendars like Google or Outlook
- [Mark as read](https://help.prodeal360.com/en/articles/3463464-mark-as-read.md): Mark multiple items as read
- [Bulk Select](https://help.prodeal360.com/en/articles/3437333-bulk-select.md): Learn how to select multiple line items, subfolders or documents to download or perform other actions
- [Can I drag and drop from MS Outlook to Prodeal?](https://help.prodeal360.com/en/articles/1881831-can-i-drag-and-drop-from-ms-outlook-to-prodeal.md): Drag and drop emails and attachments from Microsoft Outlook to Prodeal

## Features

- [Custom Branding for your Prodeal Account](https://help.prodeal360.com/en/articles/7054324-custom-branding-for-your-prodeal-account.md): Read below to have your Prodeal dashboard, rooms, and email notifications branded w/your custom logo and color
- [Room Explorer](https://help.prodeal360.com/en/articles/8006519-room-explorer.md): A simple and direct way of checking a specific checklist or data room item.
- [My Responsibility Dashboard](https://help.prodeal360.com/en/articles/8006484-my-responsibility-dashboard.md): This feature allows users with responsibility for a specific checklist and data room item to quickly access and keep track of their assigned items.
- [Global Search](https://help.prodeal360.com/en/articles/8264374-global-search.md): Search for everything on Prodeal
- [How to Bookmark Your Most Important Rooms](https://help.prodeal360.com/en/articles/10121098-how-to-bookmark-your-most-important-rooms.md)
- [Checklist and Data Room: Room Links](https://help.prodeal360.com/en/articles/10671344-checklist-and-data-room-room-links.md)
- [Room Post](https://help.prodeal360.com/en/articles/12803078-room-post.md): Enable room post to display information on your sidebar for your Host team.
- [Status Configuration](https://help.prodeal360.com/en/articles/14896649-status-configuration.md)
- [How do I set up a MFA App to use with Prodeal](https://help.prodeal360.com/en/articles/4107805-how-do-i-set-up-a-mfa-app-to-use-with-prodeal.md): Learn how to set up Multi-Factor \(MFA\) App to use with Prodeal
- [Host Role & Team](https://help.prodeal360.com/en/articles/3977894-host-role-team.md): What is a room host and what they can do on Prodeal?
- [Admin Role & Team](https://help.prodeal360.com/en/articles/3993558-admin-role-team.md): What is Admin Team and what can they can do on Prodeal?
- [Guest Role & Team](https://help.prodeal360.com/en/articles/3994270-guest-role-team.md): What is a guest and what can they do on Prodeal?
- [View and Upload Role & Team](https://help.prodeal360.com/en/articles/4247976-view-and-upload-role-team.md): What is a view and upload role, and what can they do on Prodeal?
- [View Only Role & Team](https://help.prodeal360.com/en/articles/4248057-view-only-role-team.md): What is a view only role and what can they do on Prodeal?
- [How do I add colleagues, partners or counterparties to the Room?](https://help.prodeal360.com/en/articles/2478433-how-do-i-add-colleagues-partners-or-counterparties-to-the-room.md): Adding new users to your Room\(s\)
- [How do I enable \(MFA\) Multi-Factor Authentication for my Account?](https://help.prodeal360.com/en/articles/2692662-how-do-i-enable-mfa-multi-factor-authentication-for-my-account.md): How to enable and setup Multi-factor authentication \(MFA\)
- [How do I mark a document as closed?](https://help.prodeal360.com/en/articles/4103725-how-do-i-mark-a-document-as-closed.md): Quickly move through your deal after having a final version of a document.
- [How do I revert a document to Open?](https://help.prodeal360.com/en/articles/4103844-how-do-i-revert-a-document-to-open.md): In case you need to work more on a document marked as Closed, you can easily revert it to Open or In Progress.
- [How do I sort my documents?](https://help.prodeal360.com/en/articles/4251502-how-do-i-sort-my-documents.md): Easily sort uploaded documents and customize your checklist view.
- [Can I create a password instead of using login links?](https://help.prodeal360.com/en/articles/11329011-can-i-create-a-password-instead-of-using-login-links.md)
- [How do I create a punch list in Prodeal?](https://help.prodeal360.com/en/articles/11434330-how-do-i-create-a-punch-list-in-prodeal.md)
- [Create a New Room](https://help.prodeal360.com/en/articles/2359615-create-a-new-room.md): Quickly create a room to manage your transaction on Prodeal.
- [Private Room](https://help.prodeal360.com/en/articles/3928686-private-room.md): Help on setting up and maintaining a Private Room for your Organization.
- [Managing & Creating Room Templates](https://help.prodeal360.com/en/articles/5161223-managing-creating-room-templates.md): Create and manage templates on Prodeal's templates dashboard to speed up room creation
- [Cloning a Room](https://help.prodeal360.com/en/articles/3490652-cloning-a-room.md): Copy an entire room so you don't have to start from scratch.
- [Start Working In The Room](https://help.prodeal360.com/en/articles/2360259-start-working-in-the-room.md): Share files, write notes and keep track of the status of the checklist.
- [Create Teams and Add Users](https://help.prodeal360.com/en/articles/2463674-create-teams-and-add-users.md): How to add and manage teams and users that are working in the deal room with you.
- [Customize Your Email Notifications](https://help.prodeal360.com/en/articles/2950615-customize-your-email-notifications.md): Customize Your Email Notification Settings
- [Bulk Actions](https://help.prodeal360.com/en/articles/2360387-bulk-actions.md): Understand the bulk actions in Prodeal and always stay ahead of your deals
- [Filter Your Checklist](https://help.prodeal360.com/en/articles/3066370-filter-your-checklist.md): Use Prodeal's Filters feature to filter your Checklist and display relevant information.
- [How to Use Filters with Bulk Download](https://help.prodeal360.com/en/articles/3139800-how-to-use-filters-with-bulk-download.md): Filter your checklist, bulk select and download only the unread or closed documents in seconds!
- [Start Working in your Room](https://help.prodeal360.com/en/articles/3012303-start-working-in-your-room.md): Learn About Some Features You Will Use Everyday On Prodeal
- [Room Permissions in Prodeal](https://help.prodeal360.com/en/articles/3179074-room-permissions-in-prodeal.md): This article describes how permissions and roles work together in Prodeal rooms.
- [Add a User](https://help.prodeal360.com/en/articles/3142102-add-a-user.md): Add colleagues, partners or counterparties to the Teams in the Room
- [Remove a User](https://help.prodeal360.com/en/articles/2950724-remove-a-user.md): Remove colleagues, partners or counterparties from a room
- [Activity Report](https://help.prodeal360.com/en/articles/3078221-activity-report.md): Use Prodeal's activity report to track the progress of your room with full visibility
- [Edit Room Settings](https://help.prodeal360.com/en/articles/1801055-edit-room-settings.md): How to edit all your Room settings
- [Room Details](https://help.prodeal360.com/en/articles/3826307-room-details.md): How to find and access detailed room information: General Information and Custom Attributes
- [Export data from Prodeal](https://help.prodeal360.com/en/articles/3140445-export-data-from-prodeal.md): Circulate the Closing Checklist, Closing Binder or Room Inventory outside of Prodeal by exporting it.
- [How to Use Workspaces on Prodeal](https://help.prodeal360.com/en/articles/3009588-how-to-use-workspaces-on-prodeal.md): Learn How to Use Workspaces on Prodeal
- [Dashboard Filters](https://help.prodeal360.com/en/articles/3140345-dashboard-filters.md): Use Dashboard Filters to quickly find deals on your dashboard.
- [Checklist Search bar](https://help.prodeal360.com/en/articles/3066366-checklist-search-bar.md): Find what you're looking for in just a few clicks
- [Room Deactivation](https://help.prodeal360.com/en/articles/1801112-room-deactivation.md): How to deactivate deals from your dashboard
- [How to Leave a Room](https://help.prodeal360.com/en/articles/13171981-how-to-leave-a-room.md)
- [Team Roles](https://help.prodeal360.com/en/articles/4582033-team-roles.md): Learn more about different Team roles and how to check and set access to your checklist and data.
- [Creating and Managing a Team](https://help.prodeal360.com/en/articles/1801156-creating-and-managing-a-team.md): Invite Teams and Users to the Room to keep everyone on the same page throughout the course of the transaction!
- [Delete Teams](https://help.prodeal360.com/en/articles/3140698-delete-teams.md): Host Admins can delete Teams from rooms
- [Add or Remove a User](https://help.prodeal360.com/en/articles/1801194-add-or-remove-a-user.md): Add or remove users from a team.
- [How to Find Out if You're an Admin](https://help.prodeal360.com/en/articles/3354567-how-to-find-out-if-you-re-an-admin.md): Check if you're an Admin and Find Out What that Means!
- [Invite Link](https://help.prodeal360.com/en/articles/8194998-invite-link.md): We've improved the process of inviting colleagues to your Prodeal room.
- [Email Invitation Note](https://help.prodeal360.com/en/articles/8202952-email-invitation-note.md): Send a custom email when inviting a colleague to your room!
- [Divisions](https://help.prodeal360.com/en/articles/11584692-divisions.md): Organize your rooms within Prodeal by grouping them into relevant departments or teams within your organization.
- [Filter by Upload Date](https://help.prodeal360.com/en/articles/7225508-filter-by-upload-date.md): Find documents in your room uploaded during a specific date range
- [Copy as Text](https://help.prodeal360.com/en/articles/5250105-copy-as-text.md): Create to-do lists and email updates from your checklist in seconds
- [How to find unread documents in your Prodeal room](https://help.prodeal360.com/en/articles/5215476-how-to-find-unread-documents-in-your-prodeal-room.md): Learn how to find unread documents in your Prodeal room
- [Set Custom Status to Items](https://help.prodeal360.com/en/articles/5172926-set-custom-status-to-items.md): Use statuses tailored to fit your organization's needs.
- [Bulk Action - Change Status](https://help.prodeal360.com/en/articles/5127591-bulk-action-change-status.md): Change the status of multiple items on your checklist in seconds!
- [Moving items on your Checklist](https://help.prodeal360.com/en/articles/3789003-moving-items-on-your-checklist.md): Configure your room and move checklist items with simple drag and drop
- [Customize Your Checklist](https://help.prodeal360.com/en/articles/2104773-customize-your-checklist.md): Prodeal Rooms are fully configurable. You can add or delete items, rename and rearrange them.
- [How to share links to Checklist items](https://help.prodeal360.com/en/articles/3815098-how-to-share-links-to-checklist-items.md): Share direct links to your checklist items using Prodeal Secure link.
- [Add a Line Item and Folder](https://help.prodeal360.com/en/articles/1801030-add-a-line-item-and-folder.md): Add another line item to your checklist.
- [How Do I Arrange Line Items](https://help.prodeal360.com/en/articles/2800276-how-do-i-arrange-line-items.md): Organize Line Items with ease.
- [Download files or folders](https://help.prodeal360.com/en/articles/2075861-download-files-or-folders.md): Learn how to download single items or items in bulk.
- [Bulk Action - Assign Responsibility](https://help.prodeal360.com/en/articles/2262395-bulk-action-assign-responsibility.md): Assign responsibility to multiple items at once.
- [Custom Column](https://help.prodeal360.com/en/articles/5056381-custom-column.md): Add an additional custom column to your checklist
- [Bulk Action - Set Access](https://help.prodeal360.com/en/articles/2360404-bulk-action-set-access.md): Edit Access for multiple items at once.
- [Close a Line Item](https://help.prodeal360.com/en/articles/1801031-close-a-line-item.md): Close a Line Item to keep track of completed items.
- [Edit Line Item Settings](https://help.prodeal360.com/en/articles/1831374-edit-line-item-settings.md): Edit a Line Item Name, set a Due Date and assign Responsibility
- [Checklist Filters](https://help.prodeal360.com/en/articles/3065883-checklist-filters.md): Customize your checklist by using filter options.
- [Dashboard Search Bar](https://help.prodeal360.com/en/articles/3140388-dashboard-search-bar.md): Use the Dashboard Search Bar to quickly find your desired deal.
- [How to Use Column Switchers](https://help.prodeal360.com/en/articles/3204184-how-to-use-column-switchers.md): Customize your Checklist to display the information that is the most relevant to you!
- [Progress Bars on Prodeal](https://help.prodeal360.com/en/articles/3142115-progress-bars-on-prodeal.md): Find your Progress Bar to see how far along you are on your deal
- [A Guide to Buttons on Your Checklist Page](https://help.prodeal360.com/en/articles/3062931-a-guide-to-buttons-on-your-checklist-page.md): An explanation of the buttons that appear on your Prodeal Checklist
- [How to Use Due Dates on Prodeal](https://help.prodeal360.com/en/articles/3139953-how-to-use-due-dates-on-prodeal.md): Set a Due Date for items in your Checklist.
- [How to Use Notes - Checklist](https://help.prodeal360.com/en/articles/15608876-how-to-use-notes-checklist.md): Use notes to communicate with your colleagues or partners over specific items
- [Add a New Heading](https://help.prodeal360.com/en/articles/1957844-add-a-new-heading.md)
- [Rename a Folder or Document](https://help.prodeal360.com/en/articles/1957847-rename-a-folder-or-document.md)
- [How Do I Arrange Headings?](https://help.prodeal360.com/en/articles/1986830-how-do-i-arrange-headings.md): Easily drag and drop the Headings inside a checklist
- [How to Subscribe to a Heading](https://help.prodeal360.com/en/articles/3063319-how-to-subscribe-to-a-heading.md): Get email notifications on all activity in the Headings of your choice
- [Sign documents on Prodeal](https://help.prodeal360.com/en/articles/4808827-sign-documents-on-prodeal.md): Prodeal's e-signature functionality allows you to sign documents directly on the platform
- [Upload Documents and Folders](https://help.prodeal360.com/en/articles/3065238-upload-documents-and-folders.md): Share a document with your colleagues on Prodeal
- [Uploading Emails](https://help.prodeal360.com/en/articles/2075862-uploading-emails.md): Drag and drop your important email correspondence straight to your deal room to be shared and stored!
- [How to turn on and use document watermarking](https://help.prodeal360.com/en/articles/3811166-how-to-turn-on-and-use-document-watermarking.md): Increase confidential file and document security by using watermarking.
- [Download a Document](https://help.prodeal360.com/en/articles/3066508-download-a-document.md): Download a document from Prodeal to your computer
- [Marking Documents as Closed](https://help.prodeal360.com/en/articles/1835194-marking-documents-as-closed.md): Easily distinguish final documents from drafts. Use this designation to download your closing set or prep your closing binder.
- [Deleting Documents](https://help.prodeal360.com/en/articles/1832853-deleting-documents.md): Delete a document from your checklist or use bulk actions to delete multiple documents at once
- [Email-to-folder](https://help.prodeal360.com/en/articles/3638022-email-to-folder.md): Send attachment\(s\) directly to your room and folder using email.
- [Creating a Closing Binder](https://help.prodeal360.com/en/articles/3732576-creating-a-closing-binder.md): How to prepare and download a Closing Binder for your deals?
- [How do I edit the name of the room?](https://help.prodeal360.com/en/articles/2002182-how-do-i-edit-the-name-of-the-room.md): Change the name of your deal.

## Managing Access 

- [Webinar: Managing Access on Prodeal \(October 25, 2019\)](https://help.prodeal360.com/en/articles/3444118-webinar-managing-access-on-prodeal-october-25-2019.md): Check out this webinar of our interactive walkthrough of our new Access Permissions feature!
- [Public Links](https://help.prodeal360.com/en/articles/15520386-public-links.md): Share documents and folders with anyone \(even if they don't have a Prodeal account\).
- [Managing Access to Documents and Folders on Prodeal](https://help.prodeal360.com/en/articles/3316493-managing-access-to-documents-and-folders-on-prodeal.md): Your comprehensive guide to managing access on Prodeal
- [How to Control Access to Documents](https://help.prodeal360.com/en/articles/2971773-how-to-control-access-to-documents.md): Everything you need to know about sharing documents with your colleagues
- [How to Control Access to Folders](https://help.prodeal360.com/en/articles/5105963-how-to-control-access-to-folders.md): Everything you need to know about sharing folders with your colleagues
- [Managing Access on Prodeal](https://help.prodeal360.com/en/articles/3437330-managing-access-on-prodeal.md): A quick video guide to sharing checklist items on Prodeal
- [Access Management Frequently Asked Questions](https://help.prodeal360.com/en/articles/3425517-access-management-frequently-asked-questions.md): Frequent questions on folder and document access management

## Videos & Product Tours

- [Prodeal Fundamentals: Getting Started](https://help.prodeal360.com/en/articles/3193332-prodeal-fundamentals-getting-started.md): Learn the basics in under 5 minutes!
- [Prodeal Fundamentals: Extended Walkthrough](https://help.prodeal360.com/en/articles/3199284-prodeal-fundamentals-extended-walkthrough.md): A deeper dive into Prodeal's functionality
- [Prodeal Fundamentals: New Host Onboarding](https://help.prodeal360.com/en/articles/3176507-prodeal-fundamentals-new-host-onboarding.md): Did you just purchase a Prodeal license? Get started here!
- [How to Use Document Watermark](https://help.prodeal360.com/en/articles/3983814-how-to-use-document-watermark.md): Learn how to add watermarks to your documents on Prodeal!
- [Prodeal Features: Closing Binder](https://help.prodeal360.com/en/articles/4031153-prodeal-features-closing-binder.md): Learn how to export the Closing Binder in 2 clicks directly from Prodeal.
- [Prodeal Features: Room Details](https://help.prodeal360.com/en/articles/3895507-prodeal-features-room-details.md): How to set and access Room Details, add custom information to your rooms \(contacts, addresses, amounts or anything else you want to track\).
- [Prodeal Features: Secure Link sharing](https://help.prodeal360.com/en/articles/3871112-prodeal-features-secure-link-sharing.md): Video on how to share secure links to your checklist items
- [Prodeal Features: Creating and using Private Rooms](https://help.prodeal360.com/en/articles/3989272-prodeal-features-creating-and-using-private-rooms.md): Short video tutorial on how to start using Private Rooms on Prodeal.
- [Webinar: Templates dashboard and Copy as Text](https://help.prodeal360.com/en/articles/5280982-webinar-templates-dashboard-and-copy-as-text.md): Watch this webinar for a walkthrough of the Templates dashboard and Copy as Text feature
- [Webinar: Configuring your room](https://help.prodeal360.com/en/articles/3453668-webinar-configuring-your-room.md): This short webinar will walk you through how to configure your room on Prodeal
- [Webinar: Essentials for Transaction Managers](https://help.prodeal360.com/en/articles/3859818-webinar-essentials-for-transaction-managers.md): Tips, tricks and best practices for closing deals on Prodeal while working from home
- [Prodeal Office Hours](https://help.prodeal360.com/en/articles/7873079-prodeal-office-hours.md): Our Customer Success Team hosts a webinar every Thursday at 2 pm EST to offer personal help with your Prodeal questions & more training
- [Get to know Prodeal!](https://help.prodeal360.com/en/articles/2934661-get-to-know-prodeal.md): Learn how Prodeal works in 2 minutes
- [Prodeal Overview](https://help.prodeal360.com/en/articles/2913628-prodeal-overview.md): Learn about our industry-changing vision and how it can help you get ahead!
- [Prodeal for Title Companies](https://help.prodeal360.com/en/articles/3716751-prodeal-for-title-companies.md): Everything you need to use Prodeal to manage your deals

## Workflows

- [How to get started on Prodeal](https://help.prodeal360.com/en/articles/2238893-how-to-get-started-on-prodeal.md): Whether you just joined Prodeal or are kicking off a new Room, this article contains helpful resources for you!
- [General Prodeal Workflow](https://help.prodeal360.com/en/articles/1871151-general-prodeal-workflow.md): Learn to use Prodeal as you manage your deal workflow.
- [Account Management on Prodeal](https://help.prodeal360.com/en/articles/3075358-account-management-on-prodeal.md): Access our Account Management page to control your Account Settings
- [File Request Feature](https://help.prodeal360.com/en/articles/12496540-file-request-feature.md): Streamline file collection. This feature empowers hosts to generate unique shareable links and emails for requesting files, allowing users to upload documents instantly without needing authentication.
- [Kick-Off a New Deal on Prodeal](https://help.prodeal360.com/en/articles/3417768-kick-off-a-new-deal-on-prodeal.md): Simple instructions on how to start your deal using Prodeal
- [How to Close Your Deal on Prodeal](https://help.prodeal360.com/en/articles/1824700-how-to-close-your-deal-on-prodeal.md): Step by step instructions for how to use Prodeal as the central source of truth for all deal documents
- [Running a Portfolio Deal on Prodeal](https://help.prodeal360.com/en/articles/4934698-running-a-portfolio-deal-on-prodeal.md): Need to track task assignment and due diligence among many parties? Prodeal is the answer!
- [3 Steps to Prepping for Your Status Call](https://help.prodeal360.com/en/articles/4057601-3-steps-to-prepping-for-your-status-call.md): Use Prodeal to power-up your status calls.
- [Producing Title Documents on Prodeal](https://help.prodeal360.com/en/articles/1824701-producing-title-documents-on-prodeal.md): Use these following steps for faster turn around and greater security when distributing title documents
- [Receiving Title Documents on Prodeal](https://help.prodeal360.com/en/articles/1831000-receiving-title-documents-on-prodeal.md)
- [Host a Prodeal training event](https://help.prodeal360.com/en/articles/3835075-host-a-prodeal-training-event.md): Here are some tips on creating a successful Prodeal training event. Prepare and get your colleagues excited about using Prodeal!

## Troubleshooting

- [Getting Started: Frequently Asked Questions](https://help.prodeal360.com/en/articles/4112196-getting-started-frequently-asked-questions.md): A comprehensive FAQs for new users and org admins
- [Prodeal Terms Explained](https://help.prodeal360.com/en/articles/3423563-prodeal-terms-explained.md): A glossary for terms used on Prodeal
- [Troubleshooting MFA \(Multi-Factor Authentication\)](https://help.prodeal360.com/en/articles/3777806-troubleshooting-mfa-multi-factor-authentication.md): Resolving most common issues with MFA
- [Having issues working remotely?](https://help.prodeal360.com/en/articles/3981914-having-issues-working-remotely.md): Resolve the most common issues when working in new environments, virtual machines, and remote desktops
- [Troubleshooting document opening / viewing](https://help.prodeal360.com/en/articles/3886649-troubleshooting-document-opening-viewing.md): Which document / file types are supported inside Prodeal
- [Troubleshooting Document Upload](https://help.prodeal360.com/en/articles/3669505-troubleshooting-document-upload.md): Any issues with uploading files and documents? Check here!
- [Troubleshooting Document Download](https://help.prodeal360.com/en/articles/3175882-troubleshooting-document-download.md): Any issues with downloading files and documents? Check here!
- [Why can't I create a new Team?](https://help.prodeal360.com/en/articles/3176305-why-can-t-i-create-a-new-team.md): Are you having trouble creating a Team in a room?\`
- [How to Contact Support Anytime](https://help.prodeal360.com/en/articles/2953435-how-to-contact-support-anytime.md): Around-the-Clock Support for Your Team
- [Troubleshooting Login Issues](https://help.prodeal360.com/en/articles/3108011-troubleshooting-login-issues.md): Are you having trouble logging in?
- [Our Preferred Browser](https://help.prodeal360.com/en/articles/3176227-our-preferred-browser.md): Use this browser for the best possible Prodeal experience
- [Which Browsers Do We Support?](https://help.prodeal360.com/en/articles/2886299-which-browsers-do-we-support.md): Use these browsers to get the most out of Prodeal
- [I'm not getting emails from Prodeal](https://help.prodeal360.com/en/articles/3169160-i-m-not-getting-emails-from-prodeal.md): Are you not receiving email notifications from Prodeal? This may be why.
- [Domain Whitelisting](https://help.prodeal360.com/en/articles/2600775-domain-whitelisting.md): What to do when Prodeal notifications are ending up in Spam folder or you cannot download the files from Prodeal?
- [Still having issues?](https://help.prodeal360.com/en/articles/3176288-still-having-issues.md): Are you having problems that aren't addressed in our Troubleshooting Articles?

## Releases

- [What's new in Prodeal \(December, 2024\)](https://help.prodeal360.com/en/articles/10269773-what-s-new-in-prodeal-december-2024.md): Learn more about Prodeal's newest features this month
- [What's New in Prodeal \(December 2024\)](https://help.prodeal360.com/en/articles/10335658-what-s-new-in-prodeal-december-2024.md): Learn more about Prodeal's newest features from our latest release
- [What's new in Prodeal \(June 2025\)](https://help.prodeal360.com/en/articles/12543394-what-s-new-in-prodeal-june-2025.md)
- [What's new in Prodeal \(February 2025\)](https://help.prodeal360.com/en/articles/12543387-what-s-new-in-prodeal-february-2025.md)
- [Prodeal Release Notes 26.8.0](https://help.prodeal360.com/en/articles/16237784-prodeal-release-notes-26-8-0.md): August 06, 2026
- [Prodeal Release Notes 26.7.2](https://help.prodeal360.com/en/articles/16238023-prodeal-release-notes-26-7-2.md): July 21, 2026

## Compliance & Security

- [Invite Expiration](https://help.prodeal360.com/en/articles/13640011-invite-expiration.md)
- [Inactive Guest Expiration](https://help.prodeal360.com/en/articles/13641398-inactive-guest-expiration.md)
- [Highest Permission Role for Guest Users](https://help.prodeal360.com/en/articles/13641875-highest-permission-role-for-guest-users.md)
- [Passwordless Authentication](https://help.prodeal360.com/en/articles/13653456-passwordless-authentication.md)
- [Electronic Communications Compliance Overview](https://help.prodeal360.com/en/articles/13887757-electronic-communications-compliance-overview.md)