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