How do I find draft records in Record Search?

Apricot helps you easily find your saved drafts using search filters and visual indicators.

Step 1: Open Record Search

1. Navigate to Record Search.

2. Enter the form or client record name to search for drafts.

Step 2: Identify Drafts

1. Draft records are clearly color-coded and labeled as Draft.

2. You can filter your search results to show:

   • Drafts only

   • Completed records only

   • Both Drafts and Completed

Step 3: Access and Edit

1. Select a draft record to open it.

2. Continue filling in the form until complete.

3. When finished, save the record as a completed record.

• Tier 1 Drafts: Only appear in Record Search, since a Document Folder does not exist until a Tier 1 record is completed.

• Tier 2 Drafts: Appear in Record Search or within the Document Folder of their associated completed Tier 1 record.

What else do you need help with?

• How do I enable Drafts on a form?

• How do I save progress on a record?

• How do I manage Draft Records as an Administrator?

• How do I manage my own drafts as a user?

• Understanding Draft Records

How do I find draft records in Record Search in Apricot? | Why can’t I see draft records in Record Search? | How do I filter Record Search to show drafts only? | Where is the draft filter in Record Search? | Can I search drafts by field values in Apricot? | How do draft records appear in Record Search results? | What permissions do I need to find draft records in Apricot?