How do I save progress on a record?

When Drafts are enabled for a form, users can pause their work by saving progress on a record— even if required fields are not complete.

Step 1: Open the Form

1. Navigate to the record or form you want to complete.

2. Begin entering information as usual.

Step 2: Save Progress

1. In the right-hand Record Options palette, select Save Progress — this is different from the Save/Complete button at the bottom of the form.

2. The record is saved as a Draft.

You'll see a confirmation message that your draft has been saved. Required fields can remain incomplete.

Step 3: Resume Later

1. To return to your draft, search for it in Record Search.

2. Draft records are color-coded and marked as Draft for easy identification.

• Tier 1 drafts can only be accessed through Record Search.

• Tier 2 drafts also appear in the Document Folders for their associated completed Tier 1 records, providing another quick access point.

What else do you need help with?

• How do I enable Drafts on a form?

• How do I manage Draft Records as an Administrator?

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

• How do I find draft records in Record Search?

• Understanding Draft Records

How do I save progress on a record in Apricot? | Why can’t I save my progress on a record? | How do drafts work when saving progress in Apricot? | Where is the save button on a record form? | Can I save partial answers and come back later in Apricot? | How do I continue working on a saved draft record? | What happens if I close a record without saving progress?