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
To create a user, go to Admin -> Manage Users, select Add New User
In User Role drop-down, select General User
Enter the following fields:
- Display Name - The name of the user to be displayed when editing a document and in all reports
- Email Address - Every user must have a valid email address. This will be used to login into Prompt and to send email notifications
- Phone Number - Optional - used to enter the phone number, contact the user
- Position - Optional - used to describe the position of user in the organisation
It is not necessary to enter a password, the user will receive an email with the instructions to create their password once the user set up is complete. Proceed by selecting the Next button.
The next step is to set the user organisation access by choosing a department and a section.
Users initially will only be able to search documents from the department they are assigned to by default.
Additional department access can be assigned in the Set Department Access section of this page (below). Select one or multiple departments.
Additional access may be assigned in the sliders to the left:
- Cross Organisational Search - Enables a user to search for documents in other active organisations in Prompt
- Reporting Access - Enables a user to generate reports in their own organisation
Select the Next button to proceed.
The next step is optional, if this user was created to be a Document Approver, their approval notification settings may be overridden. By default, each approver will receive their approval notifications according to the default settings for their organisation. It is possible to configure to receive a notification immediately when an approval is needed and/or receiving a weekly summary report with all pending approvals.
Select Submit to create user.
The user will receive an email with the instructions to set up their password and log in to Prompt.