Tips and Tricks

Working With In-Drafting Styles

Styles can be used to apply branding standards to documents. In this article we look at how to create, update, use and apply styles.

Prompt Support
Updated by Prompt Support

Basics Of The Prompt Home Page

What Is The Home Page?. The Home page provides quick access to the functionalities that require actions from your user with specific permissions. Each tab requires different user permissions to be en…

Prompt Support
Updated by Prompt Support

How To Search For Documents In Prompt

Notes on how to use the search function to find what you are looking for.

Prompt Support
Updated by Prompt Support

How to turn on previous searches in Google Chrome (Autofill)

Leverage Chrome's autofill feature to quickly reuse common searches you have used in the past.

Prompt Support
Updated by Prompt Support

How to access the Support Portal

Quick overview video and article on how to access and use the Support Portal for support requests.

Prompt Support
Updated by Prompt Support

How to Export Search Results

Once you find what you're looking for, here's how to export the list to an excel file for offline use.

Prompt Support
Updated by Prompt Support

How to change a Document Owner

Permissions Required: Prompt Admin or User Admin. Step 1 – Remove Current Document Owner Permissions. Navigate to Admin → User Permissions. Locate and select the current Document Owner by clicking on…

Leo Comia
Updated by Leo Comia

Failed AzureAD Process – Expired Azure Secret

This issue occurs when the Azure Active Directory (AzureAD) sync process fails due to an expired Azure Secret. The secret must be renewed in Azure and updated in Prompt to restore functionality. Exam…

Leo Comia
Updated by Leo Comia

Smart Art text not formatting correctly after Prompt converts it to PDF

SmartArt is a Microsoft graphics feature available in Excel, PowerPoint, and Word. There is a known issue with Smart Art text formatting in Prompt. This article is to outline what the limitations are…

Prompt Support
Updated by Prompt Support

Why do Reviewers get revoked?

When a document is sent for review in Prompt, each Reviewer’s access is controlled by the Review period set at the time of sending. Once this period expires, their access is automatically revoked to…

Leo Comia
Updated by Leo Comia

What is the Document Information Email and how to use it?

The Document Information Email feature in Prompt is designed specifically for communicating with the document owner , not for sharing documents. It allows you to send questions, updates, or relevant…

Leo Comia
Updated by Leo Comia

How to permanently skip Review

Purpose: This article explains how to permanently skip the review process for a document during its creation. Please note that this setting can only be applied to new documents and is not reversible…

Leo Comia
Updated by Leo Comia

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