How to Make a Copy of a Document (Subcontractor/Consultant) in Catina

Summary

How to Make a Copy of a Document (Subcontractor/Consultant) explains how to quickly create a custom template by copying an existing document in Catina. This process allows users to duplicate documents, customize templates, and save time on document creation. It includes optional steps for adding tags and variables for better document organization and retrieval.

Making a copy of a document saves time when you don't want to recreate it from scratch. This allows you to create a custom template quickly.

Steps to Make a Copy of a Document:

1. Navigate to the Document:
   • In Catina, find and open the document you want to copy.
   • The document to be in Edit mode

1. Select Make a Copy
2. In the upper right corner of the document, click on the three dots 
3. select "Copy." This will redirect you to the Save As screen. 

1. Create a Custom Template:
   • Custom Template will be selected by default.
   • Enter a name for your custom template in the "Template Name" field.
2. Add Custom Tags (Optional):
   • Custom tags are optional. Tags help categorize, organize, and retrieve documents in Catina, but they are not required.
3. Include Variables (Optional):
   • Variables from the original document are optional. You can choose not to include them in the new custom template.
4. Save the Template:
   • Once you're ready, click Save.
   • This new custom template will now be available to use in any project.

FAQ's

1. Do I need to include variables when making a copy of a document?
No, including variables is optional. You can choose whether or not to carry over the variables from the original document to the new custom template based on your needs.

2. What are custom tags, and are they required when creating a copy of a document?
Custom tags are optional labels that help categorize, organize, and retrieve documents within Catina. While they are helpful for managing templates, they are not required to complete the process.

3. Where can I find my custom template after saving it?
Once you save your custom template, it will be available for use in any project. You can access it through the template selection options when creating or editing documents in Catina.