Finalizing a Document in Catina

Summary

The article "Finalizing a Document" guides users through the process of finalizing documents in Catina, including configuring eSignatures or ink signatures, filling required fields, and reviewing the document. It covers digital signature automation with DocuSign and manual ink signature workflows. 

Navigating to the Document

Within Catina, navigate to the document you want to finalize by accessing either the Projects or the Documents tab.

Editing the Document

Selecting the document will place you in edit mode, allowing you to modify the document.

Configuring the Signature

1. Select the Configure Signature option under Review.

1. Choose the signing method:
   1. eSignature (digital)
   2. Ink Signature (handwritten on paper)

Filling in Required Fields

• Fill in the required fields (*).
• To add additional signers, click the red + next to the specific role.

Reviewing the Document

• Once your fields are entered, select Review Document to proceed to the finalization screen.

• Review your document and make any necessary changes before finalizing. If changes are needed, select Edit (variable, document, or signature) to adjust the desired section.

Finalizing the Document

• After making changes, select Configure Signature to return to the finalization screen.
• Enter the name of the signing authority and select Finalize Document.

eSignature Process

• If you chose eSignature, the document will automatically be sent through DocuSign, and you will be taken to the Awaiting Signature screen. Here, you can monitor the signature progress, send reminders, or revert to draft status if needed.

• Once signed, the document lifecycle is complete, and you can access and download the signed PDF.

Ink Signature Process

• If you chose Ink Signature, download the PDF to print and obtain signatures. You can also revert the document to draft status to make changes.
• Once signed, return to this screen and select Upload Ink Signed Version to complete the document lifecycle.

• The Completed Ink Signature document

FAQ's 

1. Can I switch from an eSignature to an ink signature after starting the finalization process?
Yes, you can switch from eSignature to ink signature by reverting the document to draft status. Once reverted, you can reconfigure the signature method and proceed with the new option.

2. What happens if I need to make changes after finalizing the document?
If changes are needed after finalization, you must revert the document to draft status. This allows you to edit the document, but you will need to reconfigure signatures and complete the finalization process again.

3. How do I add multiple signers to a document during the finalization process?
To add additional signers, click the red + icon next to the specific role while filling in the required fields during the Configure Signature step. This ensures all required parties are included in the signing process.

4. How do I remove the Draft status off my document?

Finalizing the document will remove the draft status.