How to download a bundle from the marketplace

Why download a bundle from our marketplace?

Downloading a bundle prepared and offered by our subject matter experts can provide you with a cost-effective and comprehensive solution for managing various aspects of EHS responsibilities. The bundled approach offers efficiency, scalability, and support, making it a practical choice when seeking to enhance your  EHS management capabilities without the hassle of keeping your process up to date with industry standards. Download and use the bundle as it is or edit it to personalize it your own. 

Before we get started 

Take note 

  • You can only purchase and download a bundle if you are an "owner" of the organization. 
  • You can only download a bundle via the web portal. 
  • Only free bundles and one-time bundle purchases can be edited. 
  • A bundle includes a form, report,  workflow and Dashboard templates

Download a bundle 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: Click on Marketplace

Along the top of your menu bar, click Marketplace

Step 3: Filter on a bundle or scroll through each page 

If you are looking for a specific bundle, filter it using the options provided on the filter menu. Alternatively, you can scroll through each page until you find the desired bundle. 

Step 4: Download your bundle 

4.1: Choose the organization you want to purchase the bundle for and to be downloaded to.

4.2: Start the payment process 

Step 5: Set up your wizard 

In order to make use of the bundle you purchased, it must be assigned to a team. Thereafter, roles need to be assigned to the persons within the team who are responsible for completing the tasks within the workflow.

Step 6: Start workflow 

Once the wizard is set, click Screenshot 2023-12-10 at 23.37.27 to complete the first task. once completed, submit to generate the next task. 

Some bundles will include multiple tasks and others just one, instantly generating a report. If the bundle contains multiple tasks, each task will be generated and available under the My Tasks tab. 

Step 7: View Results 

Click the Results tab along the menu bar. Here, you will be able to view the progress of the workflow and the data generated from each task submitted.

Step 8: Edit bundle 

Should you wish to edit aspects of the templates, click the link to view the article on How to edit bundles purchased from the marketplace.


And that's how easy it is! 

We hope this article is helpful in downloading a bundle from the marketplace. If you have any questions or concerns, please do not hesitate to contact our customer support team at 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!