Before we get started
- You can only edit a bundle if you are an "owner" or "admin" of the organization.
- You can only edit a bundle via the web portal.
- Only free bundle and one time bundle purchases can be edited.
Edit a bundle purchased from the marketplace
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select the organization you would like to edit a bundle for.
Step 3: Click on Templates
Step 4: Click Workflow
Step 5: Click the 🂣 square on the Workflow you want to edit and click Make a local copy
Step 6: Click Import
A copy of the form, report, and workflow will be made
Step 7: Click Forms and edit to suit your process
Click Edit on the form template you want to customize. Once done, click Submit.
Step 8: Update your Report Template
Along your menu tab, click Reports and click 'Edit' to make changes to the report template. Click publish once done.
Step 9: Update your Workflow with your new form
Click Workflows along the menu tab and click Edit. Update the nodes with the latest versions of the templates. Once the workflow has been updated, click Publish.
Step 10: Publish your workflow and assign it to your team
Once you've built your workflow to completion. Click Publish on the top right corner of the workflow builder and assign the workflow to your team. To learn how to assign a workflow, view this article.
And that's how easy it is!
We hope this article is helpful in editing a bundle from the marketplace. If you have any questions or concerns, please do not hesitate to contact our customer support team at firstname.lastname@example.org.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!