Summary:
The Catina Road Map outlines ongoing and upcoming improvements to the Catina platform. It includes updates on document migration from ACD5, enhancements to the document creation workflow, and new features such as project manuals and improved user management. The roadmap aims to streamline processes and enhance user experience within Catina.
In Progress
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Pay Application Enhancements
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We’re refining retainage calculations and streamlining the pay app workflow, especially for those migrating from ACD5. Expect a smoother, more intuitive experience.
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ACD5 Draft Import
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You’ll soon be able to import your drafts from ACD5 directly into Catina to jumpstart your work, no need to re-enter the same information.
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- Online Editor Improvements
- We're upgrading the online editing tools in Catina to make document creation and review more intuitive and flexible.
- Project Folder Management
- Create, Read, Update/Move, Delete folders
- Create, Read, Update/Move, Delete files
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Starting from Previous Form (ACD5 -> Catina)
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Soon, you’ll be able to start a new document in Catina using your previous ACD5 form content. This will apply to:
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- Pay Applications
- Change Orders
- Other supported AIA forms that support “Start from Previous” functionality
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- Other
- Ability to move or copy files
- Addressing document formatting issues
- Ensuring document fill-ins are retained when exporting to offline
Under Evaluation
- Custom Clause Library
- We're exploring the reintroduction of a customizable clause library to help teams create, store, and reuse frequently used legal language directly within Catina.
- DOD+ Transition Preparation
- Initial work has begun to support moving DOD+ document workflows into Catina. More details will be shared as we get closer to launch.
- User Groups/Permissions/Roles
- Improving user management (including evaluation of roles and permissions)
- Adding user groups and permissions
Recently Completed
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ACD5 Draft Agreement Migration
- Improved behavior of the Project Team functionality
- Ability to archive or delete files
- Ability to take the G701 offline
- Support for project migration from ACD5 to Catina
- Template migration from ACD5 to Catina
Note: This capability currently supports migration of Online and Word-based custom templates.
- Project Manual feature
- Improved the document creation workflow
- Made it easier to access the Manage Users page from Catina
- Added the ability to create a new document or import an offline document from any page
- Added an option for a blank signature line
- Implemented auto-numbering on pay applications and change orders