Creating Default Job Templates
Build Your Core Job Templates in Captura Workflow
Set it up once. Run every job faster.
Why This Matters
If you’re creating jobs from scratch every time, you’re losing time—and increasing the chance of errors.
Building a set of core job templates helps you:
Launch jobs in minutes, not hours
Keep pricing and workflows consistent
Reduce fulfillment mistakes during busy seasons
👉 This is one of the simplest ways to make more time—and run smoother seasons.
Start Here: Your 4 Core Templates
We recommend building these four templates:
Pre-Order + Bulk Fulfillment (your foundation)
Proofing + Direct Ship
Green Screen Proofing
Green Screen Pre-Order
👉 Each one supports a different workflow—but they all build from the same base.
1. Pre-Order with Initial Bulk Fulfillment (Your Base Template)
This is your starting point—the template most studios rely on.
Create the Job
Go to the Jobs tab
Click + New
Set Your Core Job Settings
Feature | Required Option |
|---|---|
Title | TEMPLATE – Pre-Order with Initial Bulk Fulfillment |
Type | Underclass Fall |
Configuration | ☑ Subject ☑ Pre-order |
Images | Large Format |
Price Sheet | Default Underclass Pricesheet 2026 |
Cart Settings | Bulk to School |
Organization | No changes |
👉 This setup supports pre-orders with bulk delivery—ideal for school workflows.
Move Through Setup Efficiently
Click Continue
Skip Schedule
Skip Job Images
👉 Focus on what impacts your workflow—skip the rest for now.
Set Your Marketing Flow
Feature | Required Option |
|---|---|
Workflow Campaign | Pre-Order to Proof 2026 |
Custom Marketing (1–5) | No changes |
👉 This ensures consistent communication from pre-order through delivery.
Set Order Fulfillment Rules
Feature | Required Option |
|---|---|
Start Direct Shipping Date | No changes |
Hold Order Fulfillment | ☑ Manual release ☑ Hold digital downloads |
Auto Apply Image Services | No changes |
👉 This gives you control before anything is released or printed.
Set Bulk Packaging Rules
Feature | Required Option |
|---|---|
Address | Ship pickup orders to studio |
Include Packages Without Orders | No |
Split Multiple Subjects | Always Split |
Flyer Insert | No |
Sorting | Grade → Teacher → Last Name → First Name |
Other Fields | No changes |
👉 These settings reduce sorting time and prevent fulfillment issues.
Finalize
Click Create
Click Sync
👉 Your base template is ready.
2. Proofing with Direct Ship
Now we build on your base template—no need to start over.
Duplicate Your Base Template
Select your base template
Click Duplicate
Refresh and open the copy
Click Change Settings
Update Key Settings
Feature | Required Option |
|---|---|
Title | TEMPLATE – Proofing with Direct Ship |
Configuration | ☑ Subject (no pre-order) |
Price Sheet | Default Underclass Pricesheet 2026 |
Cart Settings | Direct Ship to Customer |
Update Marketing
Feature | Required Option |
|---|---|
Workflow Campaign | Proof 2026 |
Custom Marketing (1–5) | No changes |
Save
Click Sync
👉 This template supports post-event ordering with direct delivery.
3. Green Screen Proofing with Direct Ship
Duplicate Your Proofing Template
Duplicate Proofing with Direct Ship
Open and edit settings
Update Key Settings
Feature | Required Option |
|---|---|
Title | TEMPLATE – GS Proofing with Direct Ship |
Configuration | ☑ Subject ☑ Green Screen |
Cart Settings | Direct Ship to Customer |
Marketing
Feature | Required Option |
|---|---|
Workflow Campaign | Proof 2026 |
Custom Marketing (1–5) | No changes |
Save
Click Sync
👉 Built for green screen workflows with direct-to-home delivery.
4. Green Screen Pre-Order with Bulk Fulfillment
Duplicate Your Base Template
Duplicate Pre-Order with Bulk Fulfillment
Open and edit settings
Update Key Settings
Feature | Required Option |
|---|---|
Title | TEMPLATE – GS Pre-Order with Initial Bulk Fulfillment |
Configuration | ☑ Subject ☑ Pre-order ☑ Green Screen |
Cart Settings | Bulk to School |
Custom Form | Underclass Student Data |
Marketing
Feature | Required Option |
|---|---|
Workflow Campaign | Pre-Order to Proof 2026 |
Custom Marketing (1–5) | No changes |
Save
Click Sync
👉 Best for high-volume green screen events with pre-orders.
Best Practice: Build Once, Reuse Always
Instead of rebuilding jobs every time:
Use Duplicate to create variations
Keep pricing and workflows consistent
Standardize across your team
👉 This is how high-volume studios save hours every week.
Final Takeaway
Templates aren’t just about speed—they’re about consistency and growth.
When your setup is repeatable:
Your team moves faster
Your orders flow cleaner
Your results improve with every job
👉 That’s how you make more—with less effort.