While form management is about the structure and configuration of the data collection tools in your database, record management in Apricot is about the ongoing maintenance and oversight of the data itself. Users must be able to effectively search, view, edit, and maintain these records over time to ensure your organization's data is well-organized, accessible, and secure.

The central hub for record management in Apricot is the Document Folder. The Document Folder displays all of the Tier 1 and Tier 2 records associated with a particular client or entity. Users can access the Document Folder by navigating to the "My Apricot" tab, selecting the appropriate Tier 1 form, then clicking on a specific record. Within the document folder, users can view the existing records related to the selected Tier 1 record.

The Record Search page allows users to filter and sort records based on various criteria, making it easy to find the information they need. They can also view details about when the record was created and last modified, and even copy the record to create a new one. In addition to editing records from here, users can also perform other management tasks. They can save a record as a PDF for offline use, print a single record or an entire Document Folder, and even archive or permanently delete records that are no longer needed.

Review the articles below to learn more details about the Document Folder and available record management tasks in Apricot.