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-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.