Workflow
Integrations
Setting up a PLIC integration with Workflow
Learn how to integrate your PLIC account with Workflow to easily push your PLIC Projects to Workflow After you've setup your PLIC account, you'll need...
Publishing Projects from Captura's PLIC to Workflow
Learn how to publish your Project Data from Captura's PLIC to Workflow to start taking orders online First, you'll need to have a project in your PLIC...
After Publishing a Project from Captura's PLIC to Workflow
Learn how start taking online orders from your PLIC Project that was published to Workflow using Captura's PLIC integration After you've finished pub...
Syncing Yearbook Pose from Workflow to PLIC
With the latest Workflow/PLIC integration updates, your yearbook pose selections made in Workflow can be synced automatically to Captura's PLIC applic...
Getting Started with Captura Workflow
Download Captura Workflow
Operating System Download Windows 11 (64-bit) Windows 10 (64-bit) Download for Windows macOS 13 Ventura or newer** Download for Mac * Windows 32-bit...
Getting Started with Captura Workflow Preferences
Learn how to configure the general settings of Captura Workflow From the homepage, click Name @ Studio in the top-right corner and select Preferenc...
Getting Started: Stripe + Captura Workflow
Using Stripe Express for fast, secure payouts and more Fast Payouts In-app Refund Managment Automatic Chargeback Disputes and more! Note: You canno...
Getting Started with Users, Roles & Permissions
Learn how to create and maintain unique user accounts with custom roles and permission sets to use with Workflow There's no additional charge for crea...
Getting Started with Shopping Cart Templates
Learn how to create and manage Shopping Cart templates to personalize the look and feel of your online galleries Cart Templates set the general look a...
Getting Started with Discount Codes
Learn how to create and manage your studio discount codes in Captura Workflow You can view/manage your discount codes from the Shop tab in Captura W...
Getting Started with Custom Forms
Learn how to create your first Custom Form to capture Subject Data during customer check-out in your online pre-orders sales A Custom Form is a pers...
Getting Started with My Designs
Learn how to add your products and print designs to your studio's catalog using the Print Designer tools in My Designs Think of My Designs as your stu...
Getting Started with Background Sets
Learn how to create, manage, and use background sets for Green Screen ordering with Captura Workflow A background set is a collection of jpg images th...
Getting Started with Price Sheets
Learn how to create and manage Price Sheets (aka Order Forms, Price Lists) in Workflow A Price Sheet is for organizing prints, products, services, ...
Getting Started with Jobs
Learn how to bring everything together to create a new Job in Captura Workflow You need a price sheet and a shopping cart template before you can...
How to use Auto-Applied Image Services
Instructions for using Auto apply services to help the QA process Auto Apply services are image services that will be applied to orders automatically ...
Using Job Data tools in your Job Settings
Learn about the different features in the Job Data section of Job Settings in Captura Workflow It's the spot where you can access helpful and dange...
Where do I get a URL link for customers?
Learn how to find and copy different kinds of URL links your customers can use to access their galleries The job must be made ACTIVE to retrieve a s...
Importing Subject Data & Images
Learn the different methods to import subject data and images into Captura Workflow Consider the following items to make the import process as smooth ...
Exporting Data with Captura Workflow
Learn about the different exports available in a job using Captura Workflow In a job, click on Tools > Export and click +New Export to get started...
Merging Subject Data + Images
Learn how importing subject data and images from a data file can be merged with or used to override existing data in Captura Workflow Be sure to check...
Getting Started with Studio Orders
Learn how to view and manage all orders with Workflow Select Orders in the black menu bar across the top of the app to view all orders placed with ...
Using Barcodes for Order Entry
Instructions for manual order entry in Workflow utilizing barcodes What’s Needed Price Sheet in Workflow Reference ID’s External Package sheet with Ba...
Releasing Held Orders in Captura Workflow
Learn how to release your held orders from a Job in Captura Workflow Your Job must have "Hold order fulfillment until manual release" checked under ...
Getting Started with Job Orders
Learn how to view and manage all orders with Workflow. To start viewing your Job's orders, open a Job and select the Orders tab: You can search for ...
Using the Job Dashboard and Settings Tabs
Learn how to open, download, edit, sync and revert a Job you've already created. Now that you've created a Job in Captura Workflow, it's time to open ...
Using the Subjects Tab in a Job
Learn how to filter, find, edit, and delete Subject Data and Images in the Subjects Tab The Subject Tab contains all Subject information in a Job. It'...
Subject Look up using Find a Subject
Learn how to quickly look up a subject from any job by searching for their name or online code using Captura Workflow The Find a Subject tool lets u...
Assigning Subjects and Images to Pre-Orders
Learn how to assign subjects and images to your online pre-orders using Captura Workflow Be sure to check out our article covering Importing Subject ...
AI Image Editing
Captura Workflow offers seamlessly integrated AI editing features that allow you to achieve human quality results at machine speed. These Image Option...
Creating Image Attributes
Creating and Using Image Attributes in Captura Workflow Image attributes in Captura Workflow allow you to categorize and filter your images efficientl...
Refunds & Chargebacks
Learn about Captura refund and chargeback policies and how to submit a refund request. You can perform full and partial refunds directly in Captura Wo...
Workflow Support
Getting Started with Capture + QR Codes
Learn how to create, modify, and use QR codes in your workflow to easily assign images and promote online ordering. Sort is a tool available to studio...
Creating and Using QR Codes
Learn how to create custom paper slates with the subject's gallery link embedded in a QR Code for smooth access to their online gallery. You can only ...
Getting Started Capture + Tethering
Learn how to run one or many capture stations on-site while tethered to your computer Your images will remain in the hot folder. Grab the logs from ...
Getting started with the Images Tab
Learn how to take advantage of the Images tab to apply quick, non-destructive crop, color, attribute selection and quality assurance. The Images tab d...
Getting Started with Image Service Fulfillment in Captura Workflow
Learn how to find and process your self-fulfilled image services, such as retouching, on your orders using the fulfillment tab in Workflow Before You ...
Automatically Add Retouched & Other Serviced Images Back to the Job
Learn how to configure an image option to route a serviced image back into the job as a versioned copy during order fulfillment. How do I get retouche...
Assigning Subjects and Images to Pre-Orders
Learn how to assign subjects and images to your online pre-orders using Captura Workflow. Your job must have had a custom form attached to it while ac...
Creating Custom Export Templates
Learn how to create, modify, and save unique custom export templates (for PSPA, Mugbook, PowerSchool, etc.) in Captura Workflow CustomExport Templates...
Letting Subjects select the Yearbook Pose
Learn how subjects can choose their Yearbook Pose online via Captura Workflow Generally, we recommend studios let subjects select their own Yearbook P...
Using Groups in Captura Workflow
Learn how to create, assign, edit, and remove groups and group images to your Jobs in Captura Workflow A group is a collection of 2 or more subjects i...
Using Stages in Captura Workflow
Stages allow you to automate your shopping cart throughout the lifecycle of each job. With Stage Templates, you can create a stage for each phase of y...
Using Organizations in Captura Workflow
Adding an Organization (e.g. school, sports league, client, etc) to your jobs provides a structured way to organize (no pun intended) and manage inf...
Getting your Device Logs
Send your logs to Captura support team In Workflow, click on Name @ Studio in the top-right corner to open Preferences -> Advanced and click the Se...
How to move existing jobs to the NEW shop in Captura Workflow
Learn how to turn to move existing jobs to the new shop. The latest version of Captura Workflow automatically creates jobs using the new shop. If you ...
FAQs
FAQs on Captura Digital Downloads
Our most commonly asked for facts, answers, and questions on the Captura Digital Download Delivery service This article contains all the frequently as...
Subject Data Fields in Captura Workflow - Explained
Learn how to access Subject Data and see the different Subject Data fields available for use in Captura Workflow Subject Data fields are unique fields...
Archiving a Job in Captura Workflow
Learn more about a job's "Archive" status in Captura Workflow Archiving a job takes it offline and locks it to prevent future edits and orders. A job ...
Creating a Welcome Message for a Job
Learn how to add a Welcome Message and Image to your Job. The message is the first thing clients see upon entering the gallery The Welcome Message i...
Scheduling a Job Expiration Date
Learn how to setup a deadline for your customers to place online orders on your Job in Captura Workflow A Job's expiration date is a Job Settings th...
Creating orders for multiple subjects
Learn how create an order for many or all subjects in Captura Workflow What is Bulk Add Orders? How do I Bulk Add Orders? a. Create an order for ev...
How do I edit an order in Workflow?
Learn how to edit an order your customer placed online before it's printed using Workflow. You'll find yourself in a position where you need to correc...
How do I replace an order in Captura Workflow?
Need to submit a replacement order for your customer? Learn how to do just that in the online gallery or in the app with Smart Workflow Consider makin...
How do I offer self-fulfillment image services?
Offering in-house image services like retouching? Learn how to create those services to attach to your Price Sheet in Captura Workflow ✅ Know which im...
How do I create new subjects in my job?
Learn how to create a custom subject or many blank subjects in a job Inside a Job, open the Subjects tab and select + New Subject: After clicking the ...
How do I fix missing images in a job?
Learn how to tell Captura Workflow to look for and upload missing images in your Job from your device to our cloud There are two phases to adding imag...
How do I undo my changes and start fresh?
Learn how to "roll back" your job to the latest copy synced to our cloud Let's face it - weird stuff happens. Sometimes you need to "roll back" and un...
Why am I not seeing recent changes online?
Your local browser cache might be preventing you from seeing recent changes to the gallery. Previewing the gallery as a studio before giving access t...
Change Your Password in Captura Workflow
Learn how to reset your password for Captura Workflow in a few easy steps! On the login screen select Forgot Password : You'll need to provide your u...
Keyboard Shortcuts
Action Mac Keys Windows Keys Cancel Esc Esc Close Modal Esc Esc Confirm Action Enter Enter Move focus to next field Tab Tab Move focus to previous fie...
Frequently Asked Questions
FAQs Captura Workflow Preferences What is the difference between the main contact and order email Do I have to put an address in Why is my processing ...
Marketing
Initial Marketing - The Breakdown
Navigate the basics of an initial marketing campaign and set a strong foundation for success. The Abandoned Cart An automated message will be sent to ...
Seasonal Marketing - The Breakdown
This article explores the art of leveraging seasonal trends to maximize the lifetime of your customers. The process of remarketing existing products o...
Getting Started with Workflow Marketing
This article is tailored to help beginners and established users adopt a better understanding of the basics of Workflow Marketing. Once a campaign has...
Marketing FAQ's
Our comprehensive Marketing FAQ Guide is designed to answer all your pressing questions to help elevate your Workflow Marketing Knowledge. Is your dat...
Using the Marketing Attachment Wizard
Supercharge Your Revenue with the Attach Marketing Wizard Save Time: Quickly mass-attach campaigns without the hassle of one-by-one selections. Stay ...