13 articles
Understanding Record Management
What is in a Document Folder?This article provides an overview of the Document Folder
How do I search for a record?Apricot provides a variety of ways to search for records
How do I edit an existing record?
How do I view creation or modification details for a record?System Fields help search for particular records and allows Administrators the ability to run reports based on unique identifiers.
How do I save a group of records to view at any time?The Favorites List Tool is a time-saving feature that allows groups of records to be stored in a list for later use and reference
How do I copy a record?
How do I archive a record?Archiving removes records from your Apricot database.
How do I permanently delete a record?
How do I save a record as a PDF file?Converting a record into a PDF can come in handy if you are not ready to submit a record.
How do I print a record?
How do I print all records within a Document Folder?
What is Document Folder Print Mode (Beta)?