Tips and Tricks
How to create, update, use and remove Styles within drafting
How to use the Home Page
Search Tips and Tricks
How to turn on previous searches in Chrome(Autofill)
How to access the Support Portal
How to Export Search Results
How to configure a Submission Process
How to configure a Requisition Process
How to add/edit a Department
How to configure Document Author Submissions
How to set up an Organisation Message
Offline Access Application
How to add/edit a Section
How to configure an Approval Process
How to update your Organisation logo
How to rename a department or section in Prompt
How to assign Standards, Legislation, Executive Sponsors and Risk Rating
How to configure an Organisation
How to set up Risk Rating
How to configure the Drafting and Reviews Process
What is In-Drafting?
Document Author Forms
Receiving The Requisition Form
How to set up user permissions
How to set up Executive Sponsors
How to change my profile picture
How to set up an anonymous user
How to Generate a Mobile Token
How to invite reviewers
How to disable a user
How to promote a user to an Admin
Add New User: Email address is already in use
How to reset a users MFA setup
How to set up a new general user
How to remove user permissions
How to set an expiry date for staff user logins
How users access Prompt offsite by generating their own mobile token
How to suspend a user
How to unlock a user
How to set up a user as an approver
How to View User History
How to set User Access Rights
Configuring Prompt MFA using Authy Desktop
How to change my password
How to set up Multi-Factor Authentication (MFA)
New Client Migration
Migration Target Schema
Migration Data Transformation Example
How to upload data and documents to staging location
Troubleshooting data validation issues
Frequently Asked Questions
Business Continuity Plan/DR - Prompt suggestion
What footer tags are available in Prompt?
Prompt Terms and Definitions
Password Reset / Expiry
Incorrect / Missing Font in converted PDF file
Who is Lucas Victoria?
Checking-in a Document - Where does my document go when I check it in?
Username - Why doesn't my old Prompt user name work?
Email - Auto-generated email notification signature - I don't want my name on them
Which document types are supported in PROMPT?
Which browser is best to use?
Do users need to log into PROMPT with a username and password?
MFA – What happens if I have lost my smartphone or left it at home?
Chrome settings - How to change to enhance Prompt usability?
Is there a cost for PROMPT?
Approving a Document - Why can't I see the document I need to approve in the Home Tab?
What is Multi-Factor Authentication (MFA)?
Why do I get a Change Your Password page when I sign in?
User Permissions - How do I add or change user permissions?
How Feature Requests are handled
Prompt Documents Support Hours
What training and support is available for the implementation of PROMPT?
Agency Admin - Why can't Prompt Admin edit Agency Admin?
Notification that you will be logged out
Document Review Date - Why can't I change the Review Date when checking in a document?
Bulk Move Documents - How do I bulk move documents?
Audit - Full audit does not show full history of document
Working Offsite - Why does anonymous user link go to log-in page
Document ID - Why have my document IDs changed in the new Prompt?
Is PROMPT endorsed by the Department of Health?
Log-in Screen - Why do I get the log-in screen when I click on the anonymous user link?
How to create fillable PDF forms
How to Reactivate a Disabled/Deleted Document
How to Keep a Document Private
How to Copy a Document Link
Assigning Standards or Legislations
How to change a Document's Location, Document Type or Sponsor
How to Copy a Document
How to search for a document
How document versions work
How to Check-In a document
How to Approve or Reject a Document
How to Check-Out a document
How to add/edit Document Types
How to access the Document History
How to access the Document Information
How to submit my draft document
Document Processing Failures
How to embed Footer Tags into a document
How to invite Document Co-Authors
How to Request a Document
How to customise my forms
How to insert Hyperlinks into Prompt documents
How to download All Documents
Remove Document Review Requirement
How to set a Document Review window for responses
How to Disable/Archive a Document
How to Link Documents and Create Alerts
How to Create a New Document
How to re-upload a Failed Document
Updated by Prompt Support
Check-in is the process to update and activate a document in Prompt. First, you need to verify the document is Checked-Out (How to check-out a document), then select the Check-In button.
The Check-In Document window will open.
If the document was checked-out for Review you will need to set the review cycle settings.
Check-in for Review
Check-In for Change or Formatting
The document name is automatically populated with the current document title, it is possible to change the document change if required.
By default, the current version will be displayed in Upload File. If you wish to upload a new document, remove the current document by selecting the X button, then drag a file into the grey box or select Browse Files to open a window to locate a file in your computer.
To appropriately notify Document Owners and Users 'watching' this document, Select Priority indicating the significance of the change.
If the document was checked-out for Review, the settings for the next review cycle will automatically populate with the default review settings of the location the document belongs. It may also be manually overwritten.
- Next Review Date - This field will be calculated automatically using today’s date and the review monthly frequency. It may also be manually overwritten.
- Review Monthly Frequency - Optional field which may be used to change the monthly review frequency, after the next review specified in Next Review Date.
If the document was checked-out for Change or Formatting, you may update the change type before checking-in the document.
- Content - Change the content without updating it's review cycle.
- Formatting - Minor changes such as formatting. This will not update it's review cycle or require additional approvals.
Change comments are used to indicate the nature of the change and recorded in the Document History for auditing.
The Document Settings are optional settings:
- Don't Convert to PDF
- Don't Convert to Footer Tags - Document tags in this document will not be converted
- Keep Document Private - The document will not be searchable for users of other organisations. As Prompt encourages information sharing, this option is recommended to be used only for documents containing confidential information.
Select Check-In Document to complete.
The document is sent to the conversion process where it will be converted to PDF, it's footer tags converted and a screenshot taken to enable preview of the document, when the mouse hovers over it's icon in the document list. This process could take a couple of minutes and once completed your new document will be available.