Tips and Tricks
How to create, update, use and remove Styles within drafting
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Frequently Asked Questions
Cross Organisation Search Generic Email
Business Continuity Plan/DR - Prompt suggestion
What footer tags are available in PROMPT?
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?
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Which document types are supported in PROMPT?
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MFA – What happens if I have lost my smartphone or left it at home?
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Approving a Document - Why can't I see the document I need to approve in the Home Tab?
What is Multi-Factor Authentication (MFA)?
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How Feature Requests are handled
Hours of support centre
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Agency Admin - Why can't Prompt Admin edit Agency Admin?
Notification that you will be logged out
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Audit - Full audit does not show full history of document
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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 editable PDF forms
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How to Copy a Document
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How document versions work
How to Check-In a document
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How to access the Document Information
How to submit my draft document
Document Processing Failures
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How to Request a Document
How to customise my forms
How to insert Hyperlinks into Prompt documents
How to download All Documents
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-out is the process enabling a user to edit or review a document. When you check-out a document you lock the document for editing and only the user the document is checked-out to is able to work with the file (with the exception of Prompt Admin who is able to work on documents on behalf of other users).
This process retrieves the document in its original format for editing (other users will still see the PDF version of the file when searching for it)
To check-out, go to the Search page or Documents page to locate the document. Select the Check-out button.
The Check-out Document window will open. Select Reason for Check-Out drop down:
- Review - To review a document and update its review cycle.
- Change - To change the content of a document without updating its review cycle.
- Formatting - To make minor changes to the document such as formatting. Selecting the 'Formatting' reason will not update the review cycle or require additional approvals.
Select the check-out reason, then select Confirm Check-Out to confirm and complete the process.
The document will be updated to Check-Out status preventing other users from checking it out. The document icon will change to enable you to download the original file.
When a document is checked-out it is sent to the Check-out tab in the Home page to enable you to keep track of all checked out documents.
Check-Out Document to another user
When checking-out a document to another user, you are assigning a user to work with the selected document.
In the Check-out document window select Check-Out for Another User slider at the top left of screen. Select a user from the list displayed which contains all possible users that could be assigned to this document.
Select Confirm Check-Out button to confirm.
The document will be sent to the selected user's Home page and available for editing.