This article will show you how to send PDF reports to specific users.
Before we get started
Take note
- You can enable custom PDF recipients if you are an "owner" or "admin" of the organization.
- You can enable custom PDF recipients via the web portal.
- Custom recipients can be set for a single recipient or a team of recipients within your organization and a user external from the organization.
Enable custom PDF report recipients
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 your organization.
Step 3: Create a form or edit an existing one
3. 1 For guidance on how to create a form, view article on: How to create a form
3.2 Navigate to the form you would like to edit and click the edit button.
Step 4: Add user/ team select field or short text field
4.1 Add User Select or Team Select field type or
4.2 Add short text field type
Step 5 Create KPI's
5.1 Add Input variables
5.1.1 Select variable value e.g: Select the field type added in step 4
5.1.2 Add variable name (optional)
5.2 Add Formulas
5.2.1 Add formula expression
Depending on the field type added use the following expressions
User select: GETUSER($MMOKYB).email
Team select: GETTEAM($MMOKYB).email
Short text: $MMOKYB
5.2.2 Add Formula result name
Step 6: Copy KPI result name
Step 7: Publish form
Step 8: Click on Workflow
Step 9: Create a workflow or Edit an existing one
10. 1 For guidance on how to create a workflow, view article on: How to create a workflow
10.2 Navigate to the workflow you would like to edit and click the edit button.
Step 11: Add the GENERATE REPORT node
Step 12: Paste the KPI results copied in step 6
12. 1 Click on the Custome recipient button 
12.2 Past the result name created in step 6
Step 13: Publish Workflow
Step 14: Assign workflow to team
For guidance on how to assign workflow to a team view the following article: How to assign a workflow to a team
And that's how easy it is. We hope this article helps in enabling custom PDF report recipients. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!