Offline Editing in Catina

How to Edit Offline in Catina Using Microsoft Word explains how users can switch to offline editing, download documents as Word files, collaborate via shared drives or email, and re-upload finalized versions into Catina. It covers signature configuration, finalization, and document replacement. This ensures seamless contract negotiations and editing flexibility.

Catina provides the ability to edit documents offline within Microsoft Word, offering flexibility based on your project or organization’s needs. Follow these steps to enable offline editing and manage your document efficiently:

1. Enable Offline Editing

1. Open your document in Catina.

2. Click the Offline Editing icon.

1. Read and accept the disclaimer.

   

2. Your document will download as a Microsoft Word file.

      3. Once downloaded, you will switch to the offline editing workflow.

Important: Once you choose offline editing, you cannot revert to the online editor.

2. Edit Your Document Offline

• Use Microsoft Word to make necessary edits.

• Utilize your organization's sharing tools, such as shared drives or email, for collaboration.

• Make all required edits and contract negotiations with respective parties.

3. Upload Your Edited Document Back to Catina

1. Once all parties have agreed to the document terms, return to Catina.

2. Navigate to your document.

3. Upload the updated Microsoft Word file back into the online service for finalization.

4. Configure Signatures and Finalize Your Document

• Configure signatures inside the Signing Options section.

• Finalize your document as per your organization's workflow.

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• To learn more about signing options and the finalization process, check out finalizing a document in Catina.

5. Replacing a Document Before Finalization

If you reach the finalization step and need to make further changes, Catina allows you to replace your document anytime during the document lifecycle:

1. Click Revert this document to Draft status to return to the Upload/Import Offline Documents screen.

1. Locate your document and click the X next to it.

2. Upload the new version from your computer back into Catina.

Following these steps ensures smooth offline editing and seamless reintegration into Catina’s workflow. I

FAQ's

1. Can I switch between online and offline editing while working on a document?
Yes, you can seamlessly switch between online and offline editing. To switch to offline editing, click the Offline Editing button on your document toolbar. When you're ready to return, upload the edited document back into Catina to continue using the Online Editor.

2. What happens to my document’s changes if I edit offline and then upload it back to Catina?
When you upload your edited document back to Catina, any changes made offline will be incorporated. You can continue tracking additions or deletions in the Online Editor’s Track Changes Bar after uploading.

3. Template ID does not match" Error When Uploading a Document

This error occurs when the Template ID used in the document does not match the expected ID in the system. The Template ID links the document to a specific template, and if there’s a mismatch, the upload will fail.