Learn how to create a new project in Catina. This article walks through entering key project details and saving the project. Creating a project is the first step before adding documents, and entering complete information helps reduce manual entry later.
Complete the information as thoroughly as possible.
This will save time later by reducing manual data entry when creating documents.
When finished, click create, and it will take you to your Project page. (From here you can add Documents, Project Manuals, Project Team, View Project Info and View Project Activities)
Select New Document.
Search for a document or choose one from the list.
Select Configure and enter a title for your document (Owner, Contractor, Architect fields are optional).
Select Create Document.
Make edits to the document:
Enter text into the blue fields or table fields.
Add or remove text.
Modify fonts, etc.
Select Close Document (top left).
Congratulations, you have successfully edited the document.
FAQs
Q: Do I need to create a project before uploading a document in Catina? A: Yes. All documents must be associated with a project before they can be created or finalized.
Q: Where do I go to start a new project in Catina? A: Click the Projects tab, then select New Project to begin entering your project details.
Q: What information is required to create a project? A: You'll need to enter basic project details such as project name and location. Filling in as much information as possible can save time later when creating documents.
Q: Can I edit project details after the project is created? A: Yes, you can return to your project page and update details as needed.
Q: What happens after I create the project? A: You’ll be taken to the Project page, where you can add documents and manage other project-related actions.
