Videos

VIDEO | Enable Document Folder Enhancements

This Video reviews how Admin can enable new Document Folder Enhancements in Apricot Settings.

Written by Training Team
Updated over a week ago

VIDEO | Document Folder Enhancements

This video reviews updates that may need to be enabled in Apricot. Please view the "Enable Document Folder Enhancements" Video to opt-in.

Written by Training Team
Updated over a week ago

VIDEO | Apricot 7.0 - New User Interface

This video provides an overview of the new User Interface (UI) which was deployed in early 2019.

Written by Training Team
Updated over a week ago

VIDEO | Multifactor Authentication

This video reviews Multifactor Authentication (MFA) for Users logging into Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Forms

This video provides an overview of the Form Library and Form Design tools within Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Viewing Your Forms

This video reviews how to view your existing Forms and their Published State in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Editing Forms

This video provides an overview of editing Forms in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Building Forms

This video provides an overview of the Form Builder tool, including details on the Field Choices, Requirements, and Form Actions palettes.

Written by Training Team
Updated over a week ago

VIDEO | Standard Forms Library

Overview of the Standard Forms Library in Apricot, including details on accessing and reordering Tier 1 and Tier 2 forms.

Written by Liz Marshall
Updated over a week ago

VIDEO | Building Forms: Sections

This video reviews Sections within Forms, including details on adding Sections and adjusting Section Properties.

Written by Training Team
Updated over a week ago

VIDEO | Building Forms: Fields

This video reviews Fields within Forms, including details on adding Fields to a Form.

Written by Training Team
Updated over a week ago

VIDEO | Building Forms: Form and Field Properties

This video reviews Form and Field Properties within the Apricot Form Designer.

Written by Training Team
Updated over a week ago

VIDEO | Required Fields

This video reviews Required Fields in Forms.

Written by Training Team
Updated over a week ago

VIDEO | Duplicate Check

This video reviews Duplicate Check Fields in Forms.

Written by Training Team
Updated over a week ago

VIDEO | Option Lists

This video reviews Option-type Fields, such as Drop Down and Radio Buttons, with details adding choices or answer values.

Written by Training Team
Updated over a week ago

VIDEO | Saving Forms

This video reviews how to Save Forms in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Publish Requirements

This video reviews Publish Requirements for Forms in Apricot, including the Record Name field.

Written by Training Team
Updated over a week ago

VIDEO | Publishing Forms

This video reviews how to Publish Forms in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Creating Tier 1 Forms

This video reviews how to create Tier 1 Forms from scratch.

Written by Training Team
Updated over a week ago

VIDEO | Creating Tier 2 Forms

This video reviews how to create Tier 2 Forms from scratch.

Written by Training Team
Updated over a week ago

VIDEO | Creating Forms from Templates

This video reviews Creating Forms from Templates in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Masked Values & Weighted Answers

This video reviews Masked Value field types, with details on how a masked numeric or text value is created.

Written by Training Team
Updated over a week ago

VIDEO | Number Calculations

This video reviews Numeric Calculation field types, with details on how properties for those fields can be adjusted.

Written by Training Team
Updated over a week ago

VIDEO | Date Calculations

This video reviews Date Calculation field types, with details on how properties for those fields can be adjusted.

Written by Training Team
Updated over a week ago

VIDEO | Email Triggers

This video reviews the Email Trigger field type, with instruction on creating an email trigger within the Form Designer.

Written by Training Team
Updated over a week ago

VIDEO | Record Lock

This video reviews the Record Lock functionality, with instruction on adding Record Lock to an existing form.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Linking

This video provides an overview of Linking Fields. These are fields that give you the ability to connect records of one form to another.

Written by Training Team
Updated over a week ago

VIDEO | Same Folder Linking

This video reviews Same Folder Linking, which allows a Tier 2 record to connect to another Tier 2 record.

Written by Training Team
Updated over a week ago

VIDEO | Linking: Simple

This video reviews Simple Linking Fields; including details on field configuration, properties, and description options.

Written by Training Team
Updated over a week ago

VIDEO | Linking: Wizard

This video reviews Wizard Linking Fields, which can improve user workflow by displaying the linked form in a pop-up window.

Written by Training Team
Updated over a week ago

VIDEO | Linking: Auto Populate

This video reviews how to Auto Populate data from one form to a linked form, including Auto Population requirements and field properties.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Form Logic

This video provides an introduction to Form Logic, where you can conditionally show and/or require fields based on data entered on the form.

Written by Training Team
Updated over a week ago

VIDEO | How to Enable Form Logic

This video will review how to "turn on" or enable Form Logic for forms in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Form Rule Components

This video reviews the 2 components of Form Rules; Conditions and Actions.

Written by Training Team
Updated over a week ago

VIDEO | Form Logic Actions

This video reviews the types of Actions available based on Form Rules. Actions can impact individual Fields or an entire Section on a Form.

Written by Training Team
Updated over a week ago

VIDEO | Designing Forms with Form Logic

This video reviews how to design a Form for use with Form Logic. For example, hide fields and sections and set Form Logic Action to unhide.

Written by Training Team
Updated over a week ago

VIDEO | Creating Form Logic Rules

This video reviews how to create New Rules using Form Logic in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Condition Logic

This video reviews how to create a Form Rule based on multiple Conditions. More than 1 Condition needs to be added to view Condition Logic.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Reports and Report Categories

This video provides an overview of Reports and Report Categories in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Data Archives

This video reviews how to backup data and use Apricot's Data Archive Tool.

Written by Training Team
Updated over a week ago

VIDEO | Creating a New Report

This video reviews how to create a brand new Report in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Building Reports

This video reviews building out a new Report, including how to adjust Report Properties, add Sections, and add Fields or Columns.

Written by Training Team
Updated over a week ago

VIDEO | Copying a Report

This video reviews how to copy an existing Report.

Written by Training Team
Updated over a week ago

VIDEO | Adding Data Columns

This video reviews how to add fields to a Report, including details on adding multiple fields at once via the Multiple Columns tool.

Written by Training Team
Updated over a week ago

VIDEO | Column Properties

This video provides an overview of Column Properties and configuration options for Report Columns.

Written by Training Team
Updated over a week ago

VIDEO | Data Types and Styles

This video provides an overview of Column Data Style choices, including details on how Data Styles change based on the column's Field Type.

Written by Training Team
Updated over a week ago

VIDEO | Column Summaries

This video provides an overview of Column Summary choices, including details on how Summaries change based on the column's Field Type.

Written by Training Team
Updated over a week ago

VIDEO | Grouping Data

This video provides an overview of Column Grouping, including details on Drill-Down Grouping, or Grouping by multiple columns.

Written by Training Team
Updated over a week ago

VIDEO | Adding Tier 2 Data

This video reviews adding fields from a Tier 2 form to a Report.

Written by Training Team
Updated over a week ago

VIDEO | Exporting Reports

This video reviews how to export a Report in Run Mode and also includes details on printing Reports.

Written by Training Team
Updated over a week ago

VIDEO | Special Columns - Calculations

This video reviews Special Columns and the Calculation Field Choices in the Report Builder.

Written by Training Team
Updated over a week ago

VIDEO | Special Columns - Section Summaries

This video reviews Special Columns and the Section Summary Field Choices in the Report Builder.

Written by Training Team
Updated over a week ago

VIDEO | Root & Connecting Forms

This video reviews how to identify the Root and Connecting Forms in a Report and how to apply requirements and limits.

Written by Training Team
Updated over a week ago

VIDEO | Limit Sections

This video reviews Limit Sections, as well as how to show and unhide so that these sections are visible in Run Mode.

Written by Training Team
Updated over a week ago

VIDEO | Report Filters

This video reviews applying a Filter to a Report Section.

Written by Training Team
Updated over a week ago

VIDEO | Filter Logic

This video reviews Filter Logic applied to a Report Section when more than one Filter is applied.

Written by Training Team
Updated over a week ago

VIDEO | Run Time Filters

This video reviews Run Time Filters, or unlocked filters, in Report Sections.

Written by Training Team
Updated over a week ago

VIDEO | Global Filters

This video reviews Global Filters and provides instruction to assign Global Values referenced in multiple sections throughout a report.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Creating Graphs

This video provides an overview for Creating Graphs in Apricot's Report Builder.

Written by Training Team
Updated over a week ago

VIDEO | Graph Properties

This video reviews Graph Properties and Options in the Report Builder.

Written by Training Team
Updated over a week ago

VIDEO | Graph Data Sources

This video reviews Graph Data Sources including Group Counts and Summaries.

Written by Training Team
Updated over a week ago

VIDEO | Stacked Bar Graphs

This video reviews Stacked Bar Graphs in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Targetlines

This video reviews adding Targetlines to Graphs in Reports.

Written by Training Team
Updated over a week ago

VIDEO | Census Data Dashboard

This video provides an overview of the Census Data Dashboard in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Census Data In Document Folder

This video shows Admin how to enable address fields for Census Data and how to view Census Data in the Document Folder.

Written by Training Team
Updated over a week ago

VIDEO | Attendance Dashboard

This video provides an overview of the Attendance Dashboard (Formerly Apricot Insights Dashboard).

Written by Training Team
Updated over a week ago

VIDEO | Intro to Site & Program Structure

This video provides an overview of Site and Program Structure in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Creating Sites

This video reviews how to create a new Site in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Managing Sites

This video reviews how to manage and rename Sites in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Creating Programs

This video reviews Programs in Apricot, including details on creating new Programs in your database.

Written by Training Team
Updated over a week ago

VIDEO | Managing Programs

This video reviews how to rename and manage Programs in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Creating Program Based Permission Sets

This video reviews Program Based Permission Sets in Apricot. *If you are on Role Based Permissions, please refer to those videos instead.

Written by Training Team
Updated over a week ago

VIDEO | Password Requirements for Users

This video reviews changing password requirements for your Users when they login to Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Users

This video provides an overview of User Accounts in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Creating New Users

This video reviews how to create New Users in Apricot, including details on assigning Roles and Permission Sets.

Written by Training Team
Updated over a week ago

VIDEO | User Types

This video reviews User Types in Apricot, including details on access levels for different User Types.

Written by Training Team
Updated over a week ago

VIDEO | Edit User Details

This video reviews how to make changes to an existing User in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Updated User Details Page

This video reviews the Updated User Details Page.

Written by Training Team
Updated over a week ago

VIDEO | Record Level Access for Users

Record Level Access (RLA) is a restriction that can be applied to a Permission Set to limit record visibility.

Written by Training Team
Updated over a week ago

VIDEO | Assigned Roles: Form Design

This video reviews the Assigned Role of Form Designer, a permission that allows a Standard User the ability to access the Form Design tool.

Written by Training Team
Updated over a week ago

VIDEO | Assigned Roles: Report Design

This video reviews the Assigned Role of Report Design, a permission that allows a Standard User to access the Report Builder tool.

Written by Training Team
Updated over a week ago

VIDEO | Secure Web Form

This video reviews the Secure Web Form tool, which allows a Tier 1 form to be publicly accessed via a unique URL.

Written by Training Team
Updated over a week ago

VIDEO | Record History (from Record)

This video reviews Record History from an existing record, including details on restoring previously saved versions of the record.

Written by Training Team
Updated over a week ago

VIDEO | View Archived Records

This video reviews the Archived Records tool, including instruction on how to access, restore, and delete Archived Records.

Written by Training Team
Updated over a week ago

VIDEO | Record Audits (Record History tool)

This video views the Record Audits tool, including details on filtering records.

Written by Training Team
Updated over a week ago

VIDEO | Creating Bulletins

This video reviews how to create standard HTML Bulletins.

Written by Training Team
Updated over a week ago

VIDEO | Creating Report Bulletins

This video reviews how to create Report Bulletins in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Manage Shared Files

This video reviews Shared Files, including Shared Files Categories, uploading new Shared Files, and removing existing Shared Files.

Written by Training Team
Updated over a week ago

VIDEO | Apricot Settings

This video provides an overview of Apricot Settings, including User Licenses, Passwords, A La Carte Features, and General Configuration.

Written by Training Team
Updated over a week ago

VIDEO | Program to Program Referrals

This video reviews Internal Referrals or Program to Program Referrals in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | External Referrals

This video reviews External Referrals or Referrals to Service Providers that are outside of your Organization.

Written by Training Team
Updated over a week ago

VIDEO | Accepting & Rejecting Referrals

This video reviews accepting and rejecting referrals in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Editing Referrals

This video reviews how to Edit an Existing Referral in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Referral History

This video reviews Referral History in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Bulk Update to Referrals

This video reviews how to make changes to multiple Referrals at one time.

Written by Training Team
Updated over a week ago

VIDEO | Accessing Workflows

This video reviews how to access Workflows in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Workflow Tasks

This video reviews Workflow Tasks within Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Completing Workflows

This video reviews how to complete Workflows in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Workflow History

This video reviews Workflow History in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Intake

This video introduces the Intake feature, which allows new participants (individuals seeking services) to enter their own data into Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Create an Intake Form

This video reviews how to create a new Intake Form in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Attach Tier 2 Forms to Intake

This video reviews how to attach Tier 2 Forms to Intake. This allows additional data to be captured for the new participant.

Written by Training Team
Updated over a week ago

VIDEO | Publish Intake Forms

This video reviews how to publish and share your Intake Forms.

Written by Training Team
Updated over a week ago

VIDEO | Manage Intake Forms

This video reviews how to modify, retract, or delete Intake Forms in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Setting Up Connect

This video reviews how to setup Connect for Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Registering Participants in Connect

This video reviews how to register participants in Connect.

Written by Training Team
Updated over a week ago

VIDEO | Logging in to Connect

This video reviews how to login to Connect and provides an example of what your participants will see when they login.

Written by Training Team
Updated over a week ago

VIDEO | Direct Messages

This video reviews sending Direct Messages, both via email and text, in Connect.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Importing Data

This video provides an overview of the Import Tool, including details on Import History, Import Actions, and available Filters.

Written by Training Team
Updated over a week ago

VIDEO | Preparing to Import Data

This video reviews how to prepare existing data for Import using the Apricot Data Import tool.

Written by Training Team
Updated over a week ago

VIDEO | Uploading Data

This video reviews uploading a configured Import File, including details on the Import Actions and steps required to complete the import.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Role Based Permissions

This video provides an overview of Role Based Permissions. For Apricot Sites on Program Based Permissions, please refer to those articles.

Written by Training Team
Updated over a week ago

VIDEO | Role Migration Tool for switching to Role Based Permissions

This video covers the Role Migration Tool for switching from Program Based Permissions to Role Based Permissions in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Managing Roles

This video reviews managing individual roles in Apricot Sites with Role Based Permissions.

Written by Training Team
Updated over a week ago

VIDEO | Editing Default Roles

This video covers how to edit the default roles provided for Apricot Sites with Role Based Permissions.

Written by Training Team
Updated over a week ago

VIDEO | Creating New Roles

This video covers how to create a new role in Apricot Sites with Role Based Permissions.

Written by Training Team
Updated over a week ago

VIDEO | Assigning Roles to Users

This video reivews assigning roles to existing Users, for Apricot Sites with Role Based Permissions.

Written by Training Team
Updated over a week ago

VIDEO | Advanced Access for Users

This video reviews advanced access for Standard Users, for Apricot Sites with Role Based Permissions.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Caseloads

This video provides an introduction to Caseloads in Apricot*.

Written by Training Team
Updated over a week ago

VIDEO | Enable Caseloads

This video reviews how to enabled Caseloads in your Apricot*.

Written by Training Team
Updated over a week ago

VIDEO | Manage Caseloads

This video reviews how to share participant records and caseloads between different staff at your organization*.

Written by Training Team
Updated over a week ago

VIDEO | View My Caseloads

This video reviews viewing Caseloads from a Standard User View in Apricot, for those that have the Caseloads feature available.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Rules & Alerts

This video provides a brief introduction to our Rules & Alerts capability for Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Enable Rules & Alerts

This video provides instruction on how to enable Rules and Alerts in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Creating Rules & Alerts

This video reviews how to create new rules and alerts in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Managing Rules & Alerts

This video reviews how to manage existing rules and alerts in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Viewing Alerts

The video shows what alerts look like and how to respond to alerts.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Apricot Schedule

This video provides a brief introduction to our Schedule capability for Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Configuring Apricot Schedule

This video provides instruction on how to configure fields used for Apricot Schedule.

Written by Training Team
Updated over a week ago

VIDEO | Syncing Calendar Accounts

This video provides instruction on how to sync an External Calendar Account with Apricot Schedule.

Written by Training Team
Updated over a week ago

VIDEO | Link Video Conferencing

This video provides instruction on linking Video Conferencing Accounts to Apricot Schedule so you can add these links to Appointments.

Written by Training Team
Updated over a week ago

VIDEO | Manage Calendar Availability

This video provides instruction on how to set and manage your availability for your Calendar in Apricot Schedule.

Written by Training Team
Updated over a week ago

VIDEO | Viewing Existing Appointments

This video reviews how to view existing Appointments on Calendars in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Adding Appointments

This video reviews how to add new Appointments to a Calendar in Apricot Schedule.

Written by Training Team
Updated over a week ago

VIDEO | Viewing Participant Appointments

This video demonstrates how to view Participant Appointments from their Document Folder.

Written by Training Team
Updated over a week ago

VIDEO | Intro to Class Attendance

This video provides an overview of Class Attendance using our Attendance Tracker capability in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Configuring Classes And Terms

This video will give an overview of how to setup Classes and Terms for our Apricot Attendance Tracker capability.

Written by Training Team
Updated over a week ago

VIDEO | Configuring Classes

This video will cover setting up Classes for the Attendance Tracker capability in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Configuring Terms

This video will cover setting up Terms for the Attendance Tracker in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Configuring Sessions

This video will cover setting up Sessions for the Attendance Tracker in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Configuring Attendance Note Settings

This video reviews how to adjust Note Settings in Apricot's Attendance Tracker.

Written by Training Team
Updated over a week ago

VIDEO | Creating a Class Roster

This video reviews how to add Participants to a Class by creating a Class Roster when using Attendance Tracker in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Tracking Attendance

This video will review how to record attendance using the Attendance Tracker capability in Apricot.

Written by Training Team
Updated over a week ago

VIDEO | Reporting Class Attendance

This videos reviews reporting on Class Attendance in the native Apricot Report Builder.

Written by Training Team
Updated over a week ago