Catina Road Map

Summary:

Catina Road Map details 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 like project manuals and improved user management. The roadmap aims to streamline processes and enhance user experience within Catina.

In Progress

  • Document migration from ACD5 to Catina
      • We've just recently the ability to migrate online custom templates 
      • Currently working on migration of Word documents (including templates hosted online and offline documents)
  • Project Manual feature
  • Improving the document creation workflow:
      • Make it easier to find documents (adding filters)
      • Make it easier to take documents offline (fewer steps required)
      • Adding the ability to select contacts in addition to the organization, which will populate the appropriate fields in the document
      • Providing most space for the document preview
      • Improving the behavior of the drop-down menus
  • Addressing document formatting issues
  • Ensuring document fill-ins are retained when exporting to offline
  • Making it easier to access the Manage Users page from Catina

Under Evaluation

  • Project migration from ACD5 to Catina
  • Improving user management (including evaluation of roles/permissions)
  • Implementing auto-numbering on pay apps and change orders
  • Adding the ability to start a new document from the "Documents" page
  • Adding an option  for a blank signature line
  • Ability to take forms offline
  • Improving the usability of variable fields in documents

 

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