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 Quickview

  • Moved Tier 1 quickview 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 Quickview

  • User can expand the width of quickview 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

Performance Improvements

  • Document folder is now faster to load

Apricot Imports

Program Assignment

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