Apricot helps you easily find your saved drafts using search filters and visual indicators.
Step 1: Open Record Search
Navigate to Record Search.
Enter the form or client record name to search for drafts.
Step 2: Identify Drafts
Draft records are clearly color-coded and labeled as Draft.
You can filter your search results to show:
Drafts only
Completed records only
Both Drafts and Completed
Step 3: Access and Edit
Select a draft record to open it.
Continue filling in the form until complete.
When finished, save the record as a completed record.
Tier 1 Drafts: Only appear in Record Search, since a Document Folder does not exist until a Tier 1 record is completed.
Tier 2 Drafts: Appear in Record Search or within the Document Folder of their associated completed Tier 1 record.