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.
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…
How To Search For Documents In Prompt
Notes on how to use the search function to find what you are looking for.
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.
How to access the Support Portal
Quick overview video and article on how to access and use the Support Portal for support requests.
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.
Why can't I add a permission to a user?
If you’re unable to add a permission to a user in the User Permissions page, especially when trying to assign them access outside their default Department and Section, this is usually related to thei…
How to Discontinue Copying from Another Organisation
Permissions Required: Prompt Admin or Admin. If your organisation has copied or linked documents from another organisation in Prompt, you can discontinue the copy process or remove the link at any ti…
How comments behave during document review and approval
This article explains how comments behave during the document review and approval process, including how comments entered by the Document Author and Approvers are stored and where they can be viewed…
How to remove approval permission from an Admin and retain other permissions
Permissions Required: Prompt Admin or User Admin. Overview. In some cases, a user was previously assigned as an Approver while a General User , and later promoted to an Admin role. When this happens,…
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…
How to Add a Searchable Location in Prompt
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 o…
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…
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…
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…
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…
Resolving Duplicate Email Issue for Disabled Users
Purpose. In rare cases, two disabled users in the Prompt system may share the same email address. Since each user must have a unique email to be re-enabled, one profile must be updated before reactiv…
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…
