How do I edit a Deal?

You can locate all created Deals in the "Deals" page. Find the Deal you would like to edit Click the actions dropdown and select the "Edit" action Make changes inside the edit model Note: The edit model can be accessed from inside the Deal’s overview page (under...

How do I delete a Document?

Once a Document has been created, you may delete it from the Deal’s overview page. Click "Terminate" in the Document card. Confirm you would like to delete the Document Note: Deleting a Document will remove access to the Deal for all previously invited...

How do I change the invited tenant?

Once you have invited a tenant to a Deal, the Document Actions dropdown in the Deal’s overview page will have active “Un-Send” and “Re-Send” buttons. Click "Un-send" to remove a tenant's access to the Deal You may now change the tenant email and invite a new tenant...

How do I edit a Document?

Once a Document has been created, you can edit it from inside of Propdocs just like you would in any other word processor.  Navigate to the Deal's overview page Click "Edit Draft" button on the top right of the page Add/Edit/Remove text, create tables, insert...

How do I insert terms & fields in to the Document?

To insert or edit terms or fields in the Document, use the Document Field section in the Document editor.  Open the Document Fields sidebar on the left side of the document editor Enter or edit field values Click on the “Insert” dropdown in the toolbar Select the...

How do I sign my agreement?

You will receive an email to countersign after the tenant has signed the agreement. Follow the email instructions Enter the requested information and sign the agreement Note: You can click "Sign Now" directly from to the Deal's overview page in your Propdocs...

How do I manage internal team member permissions?

To change or remove permissions from an existing teammate you must be an admin user. Navigate to the “Team” page Locate the team member which you want to edit Expand permissions row by clicking the down arrow at the right-most point of the row Toggle each type of...

How do I invite internal team members?

To invite teammates you must hold admin or invite permissions.Note: If you are looking to invite a tenant to collaborate on a deal, DO NOT use the below approaches and instead navigate to: how to invite a tenant To invite internal team members to multiple deals:...

How do I delete a Deal?

Propdocs allows you to archive Deals instead of permanently deleting them. You can locate all created deals in the "Deals" page. Find the Deal you would like to archive Click the actions dropdown and select the "Archive" action Confirm you would like to Archive the...