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Capptions Direct
Capptions Direct
How to start with Capptions Direct
Forms & reports
Workflows
Capptions Direct Mobile App
FAQ
Release notes
Organization
Forms
Users
Report
Capptions Direct Dashboards
1) Getting Started with Dashboards
General information & FAQs
General
Usage requirements
FAQ
Release notes
Announcements
Ongoing
Actions
FAQ
About
All about actions
Capptions & Templates
FAQ - Capptions
Template editor
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Help Center
Capptions Direct
Capptions Direct
How to start with Capptions Direct
Forms & reports
Workflows
Capptions Direct Mobile App
FAQ
Release notes
Organization
Forms
Users
Report
Capptions Direct Dashboards
1) Getting Started with Dashboards
General information & FAQs
General
Usage requirements
FAQ
Release notes
Announcements
Ongoing
Actions
FAQ
About
All about actions
Capptions & Templates
FAQ - Capptions
Template editor
Manage Capptions
About
Get Started
Observations & Case files
Knowledge Base
About
FAQ
Organization Settings
Reporting
Terms of service
Legal
Privacy & Security
Partnership Terms
Capptions Direct
Capptions is the world's first EHS management software build with an online marketplace for compliance workflows
How to start with Capptions Direct
1.1 How to create an account on Capptions Direct
1.3 How to invite additional users
1.4 How to invite Capptions support members {optional}
1.5 How to create Teams
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
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
How to create a Workflow
See more
Capptions Direct Mobile App
How to Install the Capptions Direct app
FAQ
System requirements
What is Capptions Direct?
Release notes
Release notes: September 2023
Release notes: August 2023
Release notes: July 2023
Release notes: June 2023
Release notes: May 2023
Release notes: April 2023
See more
Organization
How to create an organization
How to accept organization invites
How to leave an organization
How to delete an organization
Forms
How to build a form
How to build questions in a form
How to add conditions to form fields
Users
How to assign and manage roles of users
How to create teams
How to delete teams
How to invite members into your organization
Report
How to create a PDF report template