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Capptions Direct

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

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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

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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