Capptions Direct
Actions
API / Webhooks
Assets
Capptions direct Dashboards
Capptions Direct Marketplace
Capptions Direct Mobile App
Forms
- Add QR/ barcode scanner questions.
- How to add conditions to form fields
- How to attach media files or links as instructions in a form template
- How to build a form
- How to build questions in a form
- How to change the order of sections and fields
- How to clone a form
- How to create conditionality in a form
- How to create KPI's
- How to create recurring sections in a form
- How to implement Role-Based Access control.
- How to mark questions as required
- How to set Face Blur in photos
- How to use a Team name in a KPI
- How to use a User name in a KPI
- How to use Assets in a KPI
How to start with Capptions Direct
Marketplace
New Features
Organisation
- Advanced notifications
- Guide to reporting issues on Capptions Direct
- How to accept organization invites
- How to add logo to your organization
- How to add my account profile picture
- How to create an organisation
- How to delete an organization
- How to delete my Capptions Direct account
- How to enable Two-Factor Authentication (2FA)
- How to enable two-factor authentication (2FA) for your organization
- How to leave an organization
- How to purchase credits
- How to reset your password
- Type of Notifications
Partner
Release notes
- Release notes August 2024
- Release notes September 2024
- Release notes: April 2023
- Release notes: April 2024
- Release notes: April 2025
- Release notes: August 2023
- Release notes: August 2025
- Release notes: December 2023
- Release notes: December 2024
- Release notes: February 2024
- Release notes: February 2025
- Release notes: January 2024
- Release notes: January 2025
- Release notes: July 2023
- Release notes: July 2024
- Release notes: June 2023
- Release notes: June 2024
- Release notes: June 2025
- Release notes: March 2024
- Release notes: March 2025
- Release notes: May 2023
- Release notes: May 2024
- Release notes: May 2025
- Release notes: November 2023
- Release notes: November 2024
- Release notes: October 2023
- Release notes: October 2024
- Release notes: October 2025
- Release notes: September 2023
- Release notes: September 2025
Report
- How to compile custom PDF reports
- How to create a PDF report template
- How to customize a report File Name
- How to customize the email subject for the PDF report notification
- How to customize the Report Title
- How to enable custom PDF report recipients
- How to enable the view of comments from Review Submissions node in your PDF Report
- How to send PDF Reports to multiple non Capptions users (CC)
- How to set a default report template
Tips & tricks
Users
Workflows
- How to add a review step in your workflow
- How to add a submissions overview step in your workflow.
- How to assign a new version of a workflow to a team
- How to assign Role responsibilities in a workflow
- How to build formulas in a workflow
- How to build workflows
- How to bulk update scheduled workflows
- How to Bulk Upgrade a workflow to multiple teams
- How to create a Workflow
- How to create an Anonymous Link
- How to create and use conditionality in your workflow
- How to delete data from your Organization
- How to enable Autocompletion
- How to enable dismissal task behavior
- How to execute a workflow from an existing one
- How to export workflow data to CSV
- How to set a deadline for a task
- How to set a schedule for a workflow
- How to set dismissal behavior in a workflow
- How to start a workflow
- How to update a form template in a workflow
- How to view previous Workflow versions