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Capptions & Templates

Capptions & Templates

Answers on how to manage your Capptions and templates

Multiple labels

FAQ - Capptions

What is the Identification section?

How to remove attachments from the mobile app

What is the difference between saving and completing a scheduled Capption?

Why can't I download a report from the email?

How to configure items to be pre-filled based on Identification keys?

Can I use the app in Offline mode?

What are labels and how to create them?

Green and grey icons for templates

How to view and use Pre-filled data?

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Template editor

Step 1: Template settings

Answer type: Source (internal)

Answer type: Carbon Copy

How do I delete a template?

Create a template

Automatic observation from a question

Answer types

Types of answers to a question: Numbers

How to upload translations for a template

Cloning templates

Adding questions

Create a template: Formulas

Types of answers to a question: Short Text

QR / NFC / Barcodes

Patterns & formatting

Add data values (Premium feature)

Help texts & images

Add rules to a question

How to edit templates

Types of answers to a question: Long Text

Assign a template

Moving templates to a different team

Create a template: Scheduled assignments (premium)

'Show only if' - Conditionally showing sections

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Manage Capptions

Put a Capption 'In Progress'

How do I create an overview of all of my Capptions?

Repeatable sections

Logo and theme colour

Regenerate a PDF-file

Editing a completed form

Sorting and filtering Capptions

Export Capptions to Excel

Capptions scheduling pool for teams

Checking

Creating case files from Capptions manually

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About

Capptions Explained

Start a Capption : App

Manage Capptions

Start an Capptions - Web

Build your own: Add data values

About Capptions

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Get Started

Create a template - Assignments

Create a template - Sections and Questions

Create a template - Information

Create a template - Rules