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 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 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...