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Capptions Direct
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Help Center
Capptions Direct
Capptions Direct
How to start with Capptions Direct
Organization
Users
Forms
Report
Workflows
Capptions Direct Mobile App
Release notes
Actions
Marketplace
Tips & tricks
New Features
Assets
Partner
API / Webhooks
Capptions Direct Dashboards
Getting Started with Dashboards
KPI Dashboards
Results
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 1
Platform Status
Capptions Direct
Capptions is the world's first EHS management software built with an online marketplace for compliance workflows.
How to start with Capptions Direct
How to sign up for Capptions Direct
Organization
How to create an organization
How to accept organization invites
How to leave an organization
How to delete an organization
How to delete my Capptions Direct account
How to add my account profile picture
How to add logo to your organization
How to purchase credits
How to reset your password
Type of Notifications
How to enable two-factor authentication (2FA) for your organization
Guide to reporting issues on Capptions Direct
Advanced notifications
See more
Users
How to assign and manage roles of members
How to create teams
How to delete teams
How to invite members into your organization
How to assign a workflow to a team
How to revoke a pending invite
How to remove a user from an organization
How to add a custom invite message
See more
Forms
How to build a form
How to build questions in a form
How to add conditions to form fields
How to create recurring sections in a form
How to clone a form
How to change the order of sections and fields
How to attach media files or links as instructions in a form template
How to create conditionality in a form
How to mark questions as required
Add QR/ barcode scanner questions.
How to create KPI's
How to use a User name in a KPI
How to set Face Blur in photos
How to use a Team name in a KPI
How to use Assets in a KPI
See more
Report
How to create a PDF report template
How to customize a report File Name
How to customize the Report Title
How to set a default report template
How to enable the view of comments from Review Submissions node in your PDF Report
How to compile custom PDF reports
How to send PDF Reports to multiple non Capptions users (CC)
How to enable custom PDF report recipients
How to customize the email subject for the PDF report notification
See more
Workflows
How to build workflows
How to assign Role responsibilities in a workflow
How to enable dismissal task behavior
How to add a review step in your workflow
How to add a submissions overview step in your workflow.
How to create and use conditionality in your workflow
How to set dismissal behavior in a workflow
How to execute a workflow from an existing one
How to set a schedule for a workflow
How to set a deadline for a task
How to assign a new version of a workflow to a team
How to enable Autocompletion
How to create an Anonymous Link
How to Bulk Upgrade a workflow to multiple teams
How to view previous Workflow versions
How to export workflow data to CSV
How to delete data from your Organization
How to start a workflow
How to update a form template in a workflow
How to bulk update scheduled workflows
See more
Capptions Direct Mobile App
How to Install the Capptions Direct app
How to add annotations to images
Supported mobile OS's & web browsers
How to complete a task on the Mobile app
Release notes
Release notes: February 2025
Release notes: January 2025
Release notes: December 2024
Release notes: November 2024
Release notes: October 2024
Release notes September 2024
Release notes August 2024
Release notes: July 2024
Release notes: June 2024
Release notes: May 2024
Release notes: April 2024
Release notes: March 2024
Release notes: February 2024
Release notes: January 2024
Release notes: December 2023
Release notes: November 2023
Release notes: October 2023
Release notes: September 2023
Release notes: August 2023
Release notes: July 2023
Release notes: June 2023
Release notes: May 2023
Release notes: April 2023
Release notes: March 2025
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Actions
How to View tasks in Draft
How to reassign a task
How to add notes to tasks
How to create labels for tasks
Marketplace
How to edit bundles purchased from the marketplace
How to download a bundle from the marketplace
How to upgrade your bundle purchase to the latest version
How to cancel a bundle subscription
Tips & tricks
Tips & Tricks
New Features
New Features
Assets
What are Assets
How to create Asset Categories
How to create Assets
How to import Assets
How to add an asset status
How to complete asset inspections.
How to create asset inspections
How to add a status to your assets
See more
Partner
How to create and publish a bundle in the Marketplace
How to add Bundle release notes
How to set a schedule for a Bundle
API / Webhooks
How to setup Webhooks