Summary
This article provides helpful tips, tricks, and best practices for working efficiently in the new Catina V2 Editor. Learn how to navigate documents, work with variables, manage online and offline edits, review changes, configure signatures, preview documents, and avoid common issues before finalizing and executing agreements.
1. Use the Document Outline to Navigate Quickly
For longer documents, use the Document Outline to move between sections instead of scrolling through the entire document.
Tip: This is especially helpful when working with longer agreements that contain multiple articles and sections.
2. Look for Variables
Variables identify areas of the document where project-specific information can be entered.
Tip: Pay attention to the variable indicators while reviewing your document so required information isn't accidentally overlooked.
3. Preview Before You Finalize
Always use Preview before finalizing your document.
Preview gives you an opportunity to review how the completed document will appear and catch formatting issues, missing information, or other items that may need attention.
Best Practice: Treat Preview as your final quality check.
4. Accept Microsoft Word Changes Before Uploading
If you edit a document offline in Microsoft Word, review and accept or reject tracked changes before uploading the document back into Catina.
Tip: Cleaning up tracked changes before uploading can help prevent unexpected results when the document returns to Catina.
5. Understand Edit Offline
When you choose Edit Offline, the document is downloaded so it can be edited in Microsoft Word.
While the document is being edited offline, Catina helps protect the document from conflicting edits.
Best Practice: Complete your Word edits and return the document to Catina before continuing your online editing workflow.
6. Use Undo and Redo While Editing
Made a change you didn’t mean to make? Use the Undo and Redo options in the Catina V2 Editor to quickly reverse or restore recent edits.
Tip: If you accidentally delete text, change formatting, or make an unwanted edit, try Undo before manually recreating the content.
7. Use Comments During Review
Comments are a great way to communicate questions or suggested revisions without immediately changing the document text.
Tip: Use comments during collaboration and review, then resolve items that are no longer needed before finalizing.
8. Review Changes Before Finalization
Before moving to finalization, review the document for outstanding changes, comments, and incomplete information.
Quick Check:
- Review tracked changes.
- Review unresolved comments.
- Check variables and project information.
- Confirm document formatting.
- Preview the document.
9. Configure Signatures Carefully
During finalization, review the signing information before proceeding.
Confirm that:
- The correct signing parties are included.
- Signer information is complete.
- The appropriate signature method has been selected.
Tip: Catching signer issues before execution can save time later.
10. Know the Difference Between Finalize and Execute
Finalize prepares the document as the final agreement.
Execute moves the finalized document through the applicable signature process.
Tip: Think of the workflow as:
Edit → Preview → Finalize → Execute → Completed
11. Save as Copy vs. Save as Custom Template
These options serve different purposes.
Save as Copy
Creates another document based on the document you're currently working with.
Save as Custom Template
Creates a reusable starting point that can be used for future documents.
Tip: If you're creating something you'll use repeatedly, consider whether a Custom Template is the better option.
12. Don't Forget the Final PDF
Once your document has been finalized, review the generated PDF.
Best Practice: Verify the final PDF moving forward with signatures.
Quick Tip: Before You Finalize
Use this simple checklist:
- Review the document from beginning to end.
- Check variables and entered information.
- Review tracked changes.
- Resolve unnecessary comments.
- Confirm formatting.
- Preview the document.
- Verify signer information.
- Finalize.
- Review the final PDF.
Remember: A quick review before finalization can prevent additional work later.