Document Management

How to create editable PDF forms

In order to take advantage of this solution, you will require access to Adobe Acrobat DC (the Pro version not just the Reader).

Prompt Support
Updated 1 year ago by Prompt Support

How to Reactivate a Disabled/Deleted Document

Steps to reactivate a previously disabled / deleted document so it can be accessed and downloaded by end users.

Prompt Support
Updated 1 year ago by Prompt Support

How to Keep a Document Private

Permissions Required : Prompt Admin, Agency Admin or Document Author. Keep Document Private - The document will not be searchable for users of other organisations. As Prompt encourages information sh…

Bridget Mason
Updated 3 weeks ago by Bridget Mason

How to Copy a Link

Instructions on how to copy a document link to share with others or use in different documents.

Prompt Support
Updated 1 year ago by Prompt Support

Assigning Standards or Legislations

When Checking in a document you have the option to assign Standards or legislation, this process occurs during the document approval process. To Assign Standards. Go to the Standard tab, select a Sta…

Bridget Mason
Updated 1 week ago by Bridget Mason

How to change a Document's Location, Document Type or Sponsor

To reassign a document's location go to Documents -> Reassign. Read more...

Prompt Support
Updated 1 month ago by Prompt Support

How to Copy a Document

Prompt encourages information sharing so it allows you to copy documents from other organisations.

Prompt Support
Updated 1 year ago by Prompt Support

How to search for a document

To search for a document, type the desired keywords at the Enter Search Keywords and select the Search button to it's right. This article covers some other more advanced properties.

Prompt Support
Updated 1 year ago by Prompt Support

How document versions work

Document versions within Prompt are updated based upon the current status, and the checkout reason. New and existing documents follow the same process and rules, but start at different points.

Prompt Support
Updated 10 months ago by Prompt Support

How to Check-In a document

Check-in is the process to update and activate a document in Prompt. This article explains how to do it.

Prompt Support
Updated 2 months ago by Prompt Support

How to Approve or Reject a Document

Information about approving or rejecting a document.

Prompt Support
Updated 10 months ago by Prompt Support

How to Check-Out a document

Check-out is the process enabling a user to mark and download a document for editing or review. This article explains how to do it.

Prompt Support
Updated 1 month ago by Prompt Support

How to add/edit Document Types

Document Types are used to categorise and organise documents. They help to locate the right type of document when searching.

Prompt Support
Updated 1 year ago by Prompt Support

How to access the Document History

Document history shows all changes to the document as well as allowing you to access or revert to a previous version.

Prompt Support
Updated 1 year ago by Prompt Support

How to access the Document Information

The Document Information page allows you to see the document metadata , update its document tags (Executive Sponsor, Risk Rating, Standards etc)

Prompt Support
Updated 1 year ago by Prompt Support

How to submit my draft document

Details on how to submit a draft document for review or submission.

Prompt Support
Updated 1 year ago by Prompt Support

Document Processing Failures

From time to time, documents may fail to process and activate within the Prompt System. It is not a common occurrence, but can happen. This can be caused by: Corrupt document files. Documents with co…

Prompt Support
Updated 10 months ago by Prompt Support

How to embed Footer Tags into a document

Footer Tags can be inserted into a document for Prompt to automatically replace the tag with the relevant Prompt data point as part of the document check-in process. Referred to as ‘Footer Tags’, the…

Bridget Mason
Updated 2 months ago by Bridget Mason

How to invite Document Co-Authors

The Drafting tool allows you to invite anyone to collaborate with your document creation.

Prompt Support
Updated 1 year ago by Prompt Support

How to Request a Document

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.

Prompt Support
Updated 4 months ago by Prompt Support

How to customise my forms

How to use the custom form system for Requisition and Submission processes.

Prompt Support
Updated 1 year ago by Prompt Support

How to insert Hyperlinks into Prompt documents

See how easy it is to insert a link into a Prompt document.

Prompt Support
Updated 1 year ago by Prompt Support

How to download All Documents

Prompt provides you with a tool to request the creation of a compressed zip file with all live versions of your documents.

Prompt Support
Updated 1 year ago by Prompt Support

How to set a Document Review window for responses

Review windows ensure your documents are reviewed in a timely basis and you're not waiting on busy reviewers to check over documents.

Prompt Support
Updated 1 year ago by Prompt Support

How to Disable/Archive a Document

There are three ways to delete or disable a document. Permissions Required : Agency Admin, Prompt Admin, Document Author. To disable your document: Go to Documents tab > Manage Documents. Find the do…

Prompt Support
Updated 1 year ago by Prompt Support

How to Link Documents and Create Alerts

You can link documents to trigger alerts when one of them is changed, those alerts may be configured to be sent to your email address or as a notification in the Link List tab.

Prompt Support
Updated 1 year ago by Prompt Support

How to Create a New Document

Core to the Prompt Process, this article explains how to add a new document.

Prompt Support
Updated 3 weeks ago by Prompt Support

How to re-upload a Failed Document

All documents uploaded in Prompt are sent to the file conversion process, which converts the document to PDF format. If something goes wrong, here's what to do.

Prompt Support
Updated 1 year ago by Prompt Support

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