How to Add a Searchable Location in Prompt

Leo Comia Updated by Leo Comia

Adding a searchable location in Prompt allows users to find documents relevant to specific sites, branches, or regions. This article explains how to enable and create new document locations in your organisation.

Step 1: Enable the Document Location Feature

  1. Edit Manage Organisation → Document Tags.
  2. Locate Document Location under Other Settings.
  3. Toggle ON.
  4. Select Submit to save your changes.
Enabling this option allows the Location dropdown to appear on the Search Page.

Step 2: Add a New Location

  1. Go to Admin → Document Tags → Location.
  2. Click Add New Location.
  3. Enter the Location Name (e.g., Head Office, Melbourne Branch, etc.).
  4. (Optional) Tick Make this location mandatory if you want to set it as a required location for document searches.
When a location is set as mandatory, users searching outside that location will see a reminder message: Note: Search may exclude relevant <Location Name> documents. This helps Prompt users to include the location for more complete search results.
  1. Click Submit.

Step 3: Verify the Location in Search

Once added, your new location will appear as a search filter in the document search area. Users can select one or All Locations to refine their search results.

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