Getting Started with Catina
Using Catina
- Understand Why a Document Is Locked for Online Editing
- Release Retainage on the Final Payment Application
- Working with Tables in the Catina Editor
- Using Bullets and Numbering in the Catina Editor
- Using Multilevel Lists in the Catina Editor
- Working with Variables in the Catina Editor
- Using Tracked Changes in Catina Editor
- Finalizing a Document in Catina Editor
- Troubleshoot Missing or Incomplete Signer Information in Catina Editor
- Review the Additions and Deletions Report in Catina Editor
- Add Comments While Reviewing a Document in Catina Editor
- Prepare a Document for E-Signature in Catina Editor
- Use the Document Outline to Navigate an Agreement in Catina Editor
- Understand the Catina Editor Document Workflow
- Choose Between Clean and Comparative Markup in Catina Editor
- Navigating Catina
Catina Overview
Access, Login, and Account Set Up
Project Management
Creating and Editing Documents
- Adding a Table in Catina
- Organizing, sharing and printing draft documents in Catina
- How to Make a Copy of a Document (Subcontractor/Consultant) in Catina
- Comparing Document Versions in Catina
- Creating a Custom Template
- Creating a Document in Catina
- Make a Copy Functionality in Catina
- Catina AI Assistant
Finalizing and Downloading Documents
Offline Editing and Importing Documents
Adminstrative Forms
- Creating Your Next Payment Application in Catina
- How to Download, Edit, and Import Pay Applications or Change Orders in Catina
- Completing Payment Applications in Catina
- Completing Change Orders within Catina
- Catina Payment Application Training
- Troubleshooting: Applying Retainage within the Pay App Line Item editor
Migration from ACD5 to Catina
- Migrating Custom Templates to the New Editor
- Why Do I See Duplicate Projects (Copy 1, Copy 2, Copy 3) after Migration migrating from ACD5 to Catina?
- Accessing and Working with Migrated Projects in Catina
- Transitioning to Catina - Best Practices Guide
- Custom Template Migration FAQ’s
- Bulk Migration - Migrate multiple projects once in Catina at once
- What Gets Migrated from ACD5 to Catina (and What Doesn’t)
- Transitioning from ACD5 to Catina
- How to Migrate Custom Templates from ACD5
- Transferring Payment Applications from ACD5 to Catina
- Importing ACD5 draft documents using the Finalize AIA Document option
- Migrating a Project from ACD5 to Catina
- Uploading ACD5 Documents in Catina