The Apricot platform empowers administrators to design and optimize user workflows, enabling staff to work more efficiently within the system. This webinar explores various tactics for enhancing the document folder experience, such as customizing quick view fields, strategically arranging forms, and leveraging role-based permissions to ensure users only see the most relevant information. The presenter also delves into form-level optimizations, including grouping fields into logical sections, applying form logic to guide users, and providing contextual instructions and tooltips.
To further streamline multi-step processes, the webinar highlights Apricot's built-in Workflow feature, which allows administrators to create guided sequences of tasks for users to complete. Alternatively, the presenter demonstrates how "wizard-style" linking can connect related forms, enabling users to seamlessly transition between them. Reporting is also discussed as a means of empowering staff, with examples of how administrators can surface progress tracking and pending tasks to keep users on track. Throughout the session, the speaker emphasizes the importance of aligning Apricot's functionality with an organization's unique workflows and user needs.
Streamlining Staff Workflow Presentation Slides
