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Capsa has been designed to be simple to use. In the first instance, we suggest giving it a go. In most cases, you can learn how to navigate the portal in a few minutes. If you need further help, check out our user guides.
Capsa is a cloud-based product, so an internet connection is required to access the main portal. However, we understand from experience that an internet or mobile connection whilst on-site can sometimes be challenging.
To overcome this, we created the Capsa Offline feature. This function enables users to download a copy of any document to their device via the Capsa App whilst they have an internet connection. All downloaded documents can be accessed for 24 hours within the Capsa Offline feature accessible on the App Login page.
Login to Capsa, and visit Settings, which are accessible as a dropdown menu from your initials within the portal header.
Capsa will communicate with you either through the app or by email. In your personal settings, you can control the frequency of your notifications. In the first instance, please check your settings to ensure you have enabled notifications.
You should also add Capsa to your list of safe senders within your email provider settings. The vast majority of communication from Capsa will be via capsaemails@gmail.com or support@capsaapp.com.
Capsa has been designed to work on Safari and Google Chrome. It’s likely it will also work on other providers. However, no support or updates are provided by Capsa, so we cannot vouch for its performance.
If all else fails, reach out to our support team via Contact Us.
No, our app is free to download.
Pay using any debit or credit card. Payments are processed monthly via Stripe.
Anyone. Each project is unique, so any member of the team, be that client, consultant or contractor, can sign up to create a project and invite unlimited team members.
Whoever creates the project will automatically be assigned as the project owner, responsible for payment and inviting users. This can be changed at any time in your admin settings.
No, it’s a monthly subscription you can cancel anytime.
Simply sign up for our data bolt-on. This can accessed by the project admins within the project settings. Our plans are flexible to suit your needs. If you find you don’t need the extra data, simply remove any purchased bolt-on plan in your project settings.
If Capsa isn’t for you, you can cancel at any time. Access to your project will be restricted once you cancel, and we shall delete all documents in line with our data policy.
Capsa relies on each user having a unique email. The project admin is responsible for inviting you to join Capsa. If you haven’t received the invitation link, this is usually because of the following:
- Your email address was incorrectly typed into the invitation link or
- The invitation email was sent to your junk box.
In the first instance, contact the project admin to check your email address is correct and ask them to resend the invitation link.
Secondly, check your junk box for an email from Capsa Support.
We are sorry to hear you’re having a problem signing into Capsa.
Assuming you have checked all the usual culprits, of no internet connection, lack of a device, or using the wrong site; simply click Reset Password on the Login page, and we will send a link to your email to get you back up and running.
If all else fails, simply reach out to our support team via Contact Us.
On the Login page, simply click the Reset Password option, and we will email you a link to reset your password.
Only the project owner can change the billing details. To do so, simply visit Settings, which is accessible as a dropdown menu from your initials within the portal header.
Only the project owner can cancel or change a subscription. To do so, simply visit Settings, which is accessible as a dropdown menu from your initials within the portal header. Within the project settings, you can change the subscription plan to archive or delete the project. Please note that once a project is deleted, all associated data and access will be terminated.
This happens for a whole host of reasons. In the first instance, we will ask you to refresh your billing details so we can retry the payment. Don’t worry, we will give you a grace period to sort out the payment issues before we suspend access.
You can find out more about payments from our provider, Stripe.
The project owner can view a copy of the invoices in the billing details. To do so, simply visit Settings, which is accessible as a dropdown menu from your initials within the portal header.
It happens to the best of us. If you make a mistake when uploading a document, if you have admin or edit rights, simply click on the plus symbol next to the relevant document and click on the edit option.
If you need to make further changes or do not have the correct permission rights, simply contact the project admins, who can assist you. If all else fails, a Capsa Admin can assist you.
As a project admin, you can add, remove or adjust user permission groups within the project user list. Please note that any changes will affect only that specific project.