Summary
This troubleshooting guide walks through common issues or roadblocks you might encounter while working within Catina. You can use the table of contents on the right to quickly jump to a feature or functionality within Catina.
Migration
Where are my migrated projects in Catina?
Once you have migrated a project it will be found under the My Projects Tab within Catina. They will be shown with a black file folder.
My migrating document will not complete or I am receiving an error message.
If a template fails to migrate, you will receive a notification “Failed to migrate”. You have the option to retry the process by simply clicking on the "Failed" icon. There will also be a modal that will provide information on the failure. If you continue to receive a failed notification, please let us know so that we can help you resolve it.
Migrated project is showing zero documents. How do I find my migrated documents?
All finalized PDFs will be migrated over within your project. To find these migrated documents, click the migrated project and select Project Files. Any new Catina created documents will be stored under the Documents tab.
I created a new project in ACD5 after migrating my data. How do I migrate it over?
Available projects for migration refresh nightly. If you created a new project in ACD5 and you would like to migrate it over, please check back the next morning to see if it is available on the Migrate Projects page.
I cannot update my project information on a migrated project.
Some fill points within Catina were not applicable within ACD5 which might give you an error when trying to update project information. Please check to see if the Project Type and Development Type are filled out within your project information and click save again.
Editing within the Online Editor
How can I make a change to a contract after I finalize a document?
You can quickly revert a document to draft while working within Catina. To do so, click the Revert Document to Draft button on the awaiting signature screen.
Is there a way to un-delete a change made to the document?
The track changes bar on the right hand side will show all changes made to a document. If you approve/resolve a change it will go into effect into the document. To see all resolved changes, click the check mark at the top of the track changes bar. At this time, once a change is resolved it cannot be unresolved. To un-delete or re-add information, you can click that change and go back into that section to manually update the document.
Can I leave variables blank?
Absolutely! Any variables can be left blank if they do not apply to your project. When you finalize, the blue boxes will automatically disappear and be shown as a blank space.
How do I print a draft of my document?
You can print or download a PDF draft of your document anytime by clicking the preview button within the document editor. You can choose between full or simple mark up.
How can I create a copy of the document to use for a different contact (ex: consultant, subcontractor)
You can use the Make a Copy feature to quickly duplicate a document within a project. To learn more about these steps check out our Help Page How to Make a Copy of a Document in Catina.
Project Management
I need to update my project details.
You can easily update your project details anytime while working within Catina. To do so, open the project, select Project Info, and click Edit.
How do I unarchive or delete something?
Currently, you cannot unarchive or delete something within Catina. Our product team is working on this feature and will update customers when available. To monitor updates and releases, please visit our Catina Road Map page.
Finalizing and Signature
Signatures are not required for my document. How do I finalize?
If you do not need signatures for your document, you can still follow the configure options, but select ink signature. Here, when asked, you can put "Not Applicable" under the role. Once you click finalize, you will then have the ability to download or print your final document to share accordingly.
I do not require a signature for a specific role. How do I get my completed document?
If you do not need signatures for a specific role, you can still follow the configure options. However, when asked, you can put "Not Applicable" under the role you do not need signed for. If you are utilizing eSignature, you can enter in your own email or a sample email in that space. Once all required parties have signed the document, you can come back to Catina and download the signed copy by clicking download document. It will trigger a download of a PDF version with the signatures included.
How can I add additional signature lines?
You can add additional signers on the Configure Signature page within the Catina Online Service. To add an additional signer, click the red + sign next to the role type.
However, right now you cannot add an additional signer that is not defined by the type of document. Our product team is looking for solutions, please reference our Catina Product Roap Map for updates. If you are using ink signature or your own signing software, you can use the project manual feature as a temporary work around. Here you can add as many signers of various role type, just note you cannot send off for eSignature through the Catina Online Service. To learn more about Project Manual check out our help page, Creating a Project Manual within Catina.
How do I sign my Certification of Document's Authenticity.
At the moment, Catina does not allow for the ability to digitally sign the Certification of Document's Authenticity. Our product team is looking for solutions, please reference our Catina Product Roap Map for updates. As a workaround, you can proceed by sending the other document for digital signatures. Once completed, you can then download the document and manually sign it. Alternatively, you can use an ink signature or your own signing software to apply your signature.
How do I get rid of a watermark on a document?
To remove a watermark on a document, you can use the Catina platform to finalize the document. If editing online, simply click finalize within the document editor status bar. If working offline, click the teal +New button, select Import Offline AIA Document, then walk through the configure signature and finalize steps within the online editor.
I cannot make changes to my final PDF, it is saying I need a security code.
Our final PDFs are locked to protect the integrity of the document and restrict any changes after finalization. Should you need to make changes after finalizing a document, you can use Catina to revert to draft on the finalization screen. This takes you back to the draft status, allowing you to make changes either offline or online, and finalize when ready.
I cannot use AdobeSign - it is asking for a password?
Our final PDFs are locked to protect the integrity of the document and restrict any changes after finalization. We apologize that this restricts the ability to use AdobeSign, but you can still leverage our eSignature process through Catina, Digital Signature through Adobe, or any outside signing software services.
Project Manual
How do I import a PDF?
You can use the project manual feature to import a PDF into Catina to attach to your document. To learn more about this process, check out our help page on Creating a Project Manual within Catina.
How do I attach a document or exhibit to a contract?
You can use the project manual feature combine multiple documents, either before or after signature. These can be Catina created documents or any PDFs you have created. To learn more about this process, check out our help page on Creating a Project Manual within Catina.
Edit a Document Offline
Can I upload a word document to Catina?
Yes! You can upload a Catina word document into the online service by clicking the teal +New button. Please note - only documents that were downloaded from the Catina Online Service will be able to be uploaded back into Catina.
I need to share my document with someone else who is not on my subscription.
We understand sometimes you need to collaborate with people outside your subscription. To do so, you can use our offline editing workflow to download the document into Microsoft Word and share as needed. To learn more about our offline editing workflow, please check out our help page on Offline Editing in Catina.
I do not see an offline editing option for my administrative form (G series document).
Right now, only agreements are able to be taken offline for editing within Microsoft Word. Our product team is working on this feature and will update customers when available. To monitor updates and releases, please visit our Catina Road Map page.
How can I cut and paste from a word document?
You can easily cut and paste from a previous ACD5 template or any word document by using our Offline Editing workflow. Once you download the document, you can utilize any Microsoft editing features to complete your document. To learn more about our offline editing workflow, please check out our help page on Offline Editing in Catina.
Please note - if copying text from an ACD5 template, please do not include the gray variables. This will cause an error when you try to import back to Catina.
I am getting an error message when importing my Word Document back into Catina.
If you are receiving an error message when trying to upload a document back into Catina, first check the format in which the document is in. To import a document successfully, it must be in .docx form. Also, check to make sure it is not an ACD5 document or includes any ACD5 variables (the gray fill boxes).
Can I download a blank or standard version of an agreement?
Yes! To download a blank version of any standard AIA Contract Document template simply log into Catina. Click the teal +New button, choose AIA Document, and hover over the template you wish to use. Here you will see a download button. This will download a clean draft version of the template, available in your downloads folder.
I cannot find my downloaded template.
When you download a template from the online service, you can find it in your downloads folder within your computer. This can vary depending on browser/computer type.
Payment Applications
How do I add rows for a G703?
You can use the online editor to easily add rows while working within the G703 line item editor. To do so click +Add Row and then type in the number of rows you want to add.
How can I add a formula to a G703 document?
The online editor currently does not have the functionality to use formulas. However, you can export your G703 and leverage any excel features to complete your document.