Summary
This article explains how to finalize both Online and Offline documents in Catina, including configuring eSignatures or ink signatures, completing required fields, adding signers, reviewing the document, and completing the finalization process. It also covers how to track DocuSign progress, upload ink-signed versions, and revert a document to draft if changes are needed.
Finalize an Offline Document
If your document is currently offline, you’ll need to bring it into Catina before finalizing.
1. Within Catina, go to the Projects tab .
2. Select Finalize AIA Document.
3. Locate the Offline document that you want to finalize. You can browse for the file or drag and drop your files here.
4. Select Next to import the fine into Catina (You will have the option to rename the document)
5. Select Continue to complete the import process (You can rename the document here if needed but it is optional)
6. Select the project that you want to associate the document with and select Finish.
7. The document will be imported to the Preview stage of the finalization workflow.
8. Select Add Signers to verify you signing method (eSignature or Ink Signature).
9. Configure your Signatures (Add additional Signers as needed).
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An eSignature allows the document to be signed electronically within Catina.
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An Ink Signature means the document is signed outside of Catina using a handwritten signature
10. Select Continue
11. Your document in now at the Finalize stage of the workflow. Choose between clean and comparative markup.
- Clean markup shows accepted edits in the document and includes an Additions and Deletions report.
- Comparative markup shows additions and deletions inline throughout the document.
13. Select Finalize to move to the next step of the finalization process.
14. Enter the name of the Signing Authority (Optional) and select how you want you document to appear when it is finalized (Clean or Comparative)
15. Select Finalize Document.
Reviewing the Document
- 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.
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.
You can Revert to Draft at anytime up until the document has been signed by all parties.
Once signed, the document lifecycle is complete, 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.
FAQ's
Q: Can I edit a finalized document sent for eSignature?
A: You can select Revert to Draft while signatures are pending, before all parties have signed and the document is marked Completed. This voids the existing signature request and notifies signers. Once fully signed and Completed, the document cannot be reverted to Draft.
Q: Can I switch from eSignature to ink signature after starting finalization?
A: Yes, provided the document has not been fully signed and marked Completed. Select Revert to Draft, change the signature method to Ink Signature, and complete finalization again.
Q: What happens if I need to make changes after finalizing a document?
A: The steps depend on your signing method. For eSignature, revert to Draft before all parties have signed and the document is Completed. For Ink Signature, return to editing; if you already uploaded the signed PDF, first select Delete Ink-Signed Document. After making changes, review the signing configuration and finalize again.
Q: How do I add multiple signers during finalization?
A: During Configure Signature, click the red + icon next to the appropriate role to add another signer and enter their information.
Q: How do I remove the Draft status from my document?
A: Complete the finalization process to remove the Draft status.
Q: What email address sends DocuSign notifications?
A: Notifications come from DocuSign NA4 System, using dse_na4@docusign.net. Depending on the document’s status, the subject line begins with:
- Review & sign AIA Contract Document
- Completed: Review & sign AIA Contract Document
- Voided: Review & sign AIA Contract Document
Q: How do I complete the ink-signature workflow?
A: Download the finalized PDF, obtain handwritten signatures, then select Upload Ink Signed Version in Catina to complete the workflow.
Q: Can I edit a document after uploading the ink-signed PDF?
A: Yes. Select Delete Ink-Signed Document to remove the uploaded signed copy, then select Edit to revise the underlying document and finalize it again. Deleting the uploaded copy does not undo signatures on previously distributed copies.