In-Drafting

In-Drafting Guide

A complete guide to the Prompt In-Drafting document system, hosts document requests, document drafting and the reviewing process, internal approving and final document publishing, without the documen…

Bridget Mason
Updated 1 year ago by Bridget Mason

What is In-Drafting?

How can Prompt In-Drafting benefit your organisation?. In-Drafting in an optional feature available in your organisation package. Prompt In-Drafting hosts document requests, document drafting and the…

Bridget Mason
Updated 11 months ago by Bridget Mason

In-Drafting Overview

Permissions Required: Prompt Admin or User Admin or Super User. Prompt In-Drafting document system, hosts document requests, document drafting and the reviewing process, internal approving and final…

Fiona Cormack
Updated 1 year ago by Fiona Cormack

Requisition Stage

Drafting functionality is enabled in this example. Requisitions is making a request for a new document to be created. To help automate this process, a form has been configured in Prompt that can be a…

Bridget Mason
Updated 1 year ago by Bridget Mason

Drafting Stage

In-Drafting is designed to operate like Microsoft Word. You can insert images and tables, update formatting and also manage track changes through-out the drafting and review stage. The co-authoring e…

Bridget Mason
Updated 1 year ago by Bridget Mason

Review Stage

If draft is turned off, then reviews will also be turned off. If draft is turned on, reviews do not need to be turned on, Review is optional within your organisations document workflow.. Once a draft…

Bridget Mason
Updated 1 year ago by Bridget Mason

Submission Stage

Submission can happen with or without the in drafting feature turned on. After the Review stage, the document will appear in the submissions tab. Submissions is the term we use to describe submitting…

Bridget Mason
Updated 11 months ago by Bridget Mason

Approval Process

Approval can happen with or without the in drafting feature turned on. The Approvals process is the final step before publishing the document into Prompt. The document will now appear on the Approval…

Bridget Mason
Updated 11 months ago by Bridget Mason

Document Author Forms

Document Author Forms are forms to be filled in by the document author when submissions are turned on, and the document author does not have user permission to check in the document

Prompt Support
Updated 2 years ago by Prompt Support

Receiving The Requisition Form

Once a Requisition form has been submitted the requisition owner will then evaluate the request and either approve or reject. Anyone can be assigned to this role at any stage. It can be one person fo…

Bridget Mason
Updated 9 months ago by Bridget Mason

Managing Co-Authors

The Drafting tool allows you to invite anyone to collaborate with your document creation. Unlike the review process, which is a timed process, the length of time a Co-author can collaborate in the Dr…

Bridget Mason
Updated 8 months ago by Bridget Mason

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