Help Center

Back to home

Help Center

Capptions Direct

Capptions Direct

Capptions is the world's first EHS management software build with an online marketplace for compliance workflows

1) How to start with Capptions Direct

1.1 How to create an account on Capptions Direct

1.2 How to create or delete a organization

1.3 How to invite additional users

1.4 How to invite Capptions support members {optional}

1.5 How to create Teams

See more

2) Forms & reports

2.1 How to create forms

2.2 How to add sections, conditions & fields within a form

2.3 How to create report templates

3) Workflows

3.1 How to name a workflow

3.2 How to add a form within your workflow

3.3 How to set up a condition within your workflow

3.4 How to add a report within your workflow

3.5 Create roles within a workflow

3.6 How to assign users to teams and workflows

3.7 How to preview your workflow

See more

4) Actions

4.1 How to use a new workflow

4.2 My Tasks

4.3 Workflow result overview

5) Tips & tricks

Submission overview, role responsibilities and other functions within the workflow

Hoe werkt de referral code

Dashboard

Choosing different language

Forgot password?

How to set up scheduled assignments

See more

6) Capptions Direct Marketplace

Introduction into the Capptions Direct Marketplace

How to buy products in the marketplace

How to sell products in the marketplace

How to use the bundle wizard

8) FAQ

System requirements

What is Capptions Direct?

10) Capptions Direct Mobile App

How to Install the Capptions Direct app