How to send PDF Reports to multiple non Capptions users (CC)

learn how to send PDF reports to multiple non Capptions users

Before we get started

Take note: 

  • You need to be the Admin or an Owner of the organization 

Send PDF reports to multiple recipients (CC)

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: Click on Templates 

Step 4: Click on Workflows 

Step 5: Select a workflow or create a new one

Ensure your workflow includes at least a single Form node and Report node.

Step 6: Add recipients to your Carbon Copy text box.

Navigate to your GENERATE REPORT node. Along the bottom of the node, a text box titled CC is provided. Enter the email addresses of the recipients and separate them with commas. 

Step 7:  Publish your workflow and assign it to your team 

Once you have built your workflow to completion or edit your existing one, click the publish button on the top right corner of the workflow builder and assign it to your team. To learn how to assign a workflow, view this article. 


And that's how easy it is! 

We hope this article helps with sending PDF Reports to multiple recipients (CC). 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!