How to Request a Document

Updated 2 months ago by Prompt Support

If your organisation has the Requisition Process and Drafting Process enabled and one of Approvals or Submissions enabled you can request for a new document by going to the Help Page > Request  Prompt Document.

According to your organisation settings, if you have Clinical/Non clinical requests enabled, then you may have to select between Clinical and Non-clinical requests, this option may not be available if your organisation uses a single form for all requests.

Then you'll have to select the location that you wish to add the requested document and the Document Type.

Usually, Document Types are associated with a template that will be used as a starting point for your new document. If the selected Document Type doesn't have a template, you can choose between starting with a Blank Page or Upload a file to be used as a starting point.

You can only draft in Prompt supported files such as Word, Excel and PowerPoint files if you wish to upload a different format the document that you add will be used as the final version and will be sent to the approval process.

Proceed to the Key questions tab and fill all the mandatory questions marked with an asterisk (*), the list of questions may change according to your organisation settings. Then Proceed to the Other Questions tab.

At the Other Questions tab and fill all the mandatory questions marked with an asterisk (*), the list of questions may change according to your organisation settings. When complete, select Submit to send your requisition for evaluation.

A confirmation message will appear at your screen to confirm the requisition submission. Then you must wait for its evaluation and an email message with further instructions will be sent to you once your requisition has been evaluated.


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