How to upgrade your bundle purchase to the latest version

Why upgrade your bundle purchase to the latest version?

One of the advantages of buying a bundle from one of our subject matter experts is that it is regularly updated to meet the latest compliance standards. By upgrading your purchase of a bundle, you gain access to the most current safety standards and regulations, as well as enhanced features and functionalities of the platform.

Before we get started

Take note 

  • You can only upgrade the bundle version if you are an "Owner" or "Admin" of the organization. 
  • You can only upgrade the version of the bundle via the web portal
  • Before upgrading a bundle version, ensure that all tasks in the former version have been completed 

Upgrade your bundle purchase

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 of the screen and select an organization. 

Step 3: Click on Templates 

Step 4: Click on Purchases 

Step 5: Click on Subscriptions 

Click on the three dots along the right of the right of the table Screenshot 2023-12-19 at 15.35.33

Step 6: Click on the " Upgrade to version" 


And that's how easy it is! 

We hope this article is helpful in upgrading your bundle purchase to the latest version. 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!