Attention: Apricot is now Bonterra Case Management. Please bear with us as we update our screenshots to match our new name.
Note: This does not discuss how to create a Tier 2 Form. To learn about that click here.
There are two ways to create a new Tier 2 record from the Document Folder.
Create Using the "CREATE +" button.
Click the Create button near the top right corner of the Document Folder
You can scroll and click the name of the Tier 2 form you want to use to create a new record.
If you have many Tier 2 forms you can use the Search bar to narrow your choices.
NOTE: The Create option will be present on all tabs: Document Folder, Overview and Links.
Create Using the "+" Icon in the Document Folder Tab
You can also create a Tier 2 record by clicking the Plus icon to the right of the Tier 2 form name in the Document Folder.