Build a Capture Page
Create a reusable project narrative with structured blocks, autosave, conflict detection, and version history.
Create a reusable project narrative with structured blocks, autosave, conflict detection, and version history.
Open a Capture Project, choose Pages, and start blank or from a company template. The starter library includes SOP, insurance narrative, customer handoff, and change-order uses. A template is copied into the new Page; later template edits do not rewrite it.
Pages store blocks as data instead of untrusted HTML. Add headings, paragraphs, bullet or numbered lists, tables, callouts, dividers, photos, galleries, checklist status, before-and-after comparisons, project fields, and signature placeholders. Photos and galleries can carry a Page-specific caption and an optional capture-metadata line.
Project-field tokens can show the current project name, address, customer, Job number, or created and updated dates. The live preview resolves those values through the project rather than asking you to copy them into the Page.
For a linked checklist, choose Live when the Page should always show its current status and item results. Choose Snapshot when the Page should preserve the checklist state from the moment you add or save it. Public Page links keep resolving Live blocks; Snapshot blocks stay fixed.
Pages autosave and keep version history. If another person saves a newer version while you are editing, Capture warns before replacing it and lets you review the current content. Live presence shows who else has the Page open; this is conflict-aware editing, not character-level collaboration.
Restoring an older version creates a new version, preserving the full timeline instead of rewinding history.
The live preview resolves project fields, linked checklist rows, and the current photo metadata while you edit. Use Share for a controlled public link or Export PDF for a durable branded copy.
Each PDF export records the exact Page version and freezes the resolved project fields, checklist state, captions, and metadata used to render it. Later project or checklist edits do not rewrite that export. You can download a prior export again from the Page's export history.
Use Duplicate when you need a new document with the same blocks. Move transfers the Page to another accessible Capture Project in the same Live or Sandbox environment; it never moves content across environments.
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