On September 15th, 2020, we released enhancements to the Document Folder that can be turned on by opting in within your Apricot Settings:
Tier 1 Quick view
Moved Tier 1 quick view fields underneath record name for easier access
Recent Activities
Now located in the kebab menu and opens from the right hand side of the screen
Tier 2 Quick view
User can expand the width of quick view columns
Tier 2 Form Pinning (New feature!)
User can now pin tier 2 forms to the top of the document folder so they can be easily located
Once you click the pin icon and refresh the page, you will see that the pinned forms appear at the top of the forms list in the Document Folder. This setting is specific to the User who clicks the pin, not global for all Users within your Apricot
Tip: Hold down the CTRL key on your keyboard when opening records in the document folder to open them in a new tab!
Performance Improvements
Document folder is now faster to load
Apricot Imports
Program Assignment