Follow the steps listed below to learn how to view the records in your Caseload.
Note: Standard users can be granted access to manage Caseloads by enabling the Site Administrator setting on their User Details page. However, this will also grant other administrative permissions.
Step 1: Navigate to My Caseloads
In the My Apricot view, expand the My Apricot Tools category in the navigation bar and select My Caseloads.
Every record assigned to your Caseload will be displayed. You can filter the records by name or other Quick View input by using the search bar. The dropdown field also lets you switch the Caseload Type for other Forms configured for Caseloads.
Step 2: Select a participant
Click the arrow next to a Tier 1 record to navigate to their Document Folder.
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