Summary:
You can quickly bring an ACD5 Template or Document Draft in Microsoft Word form into Catina to use or finalize within a project. Below are the quick steps to upload a draft ACD5 document within the Catina Online Platform along with some frequently asked questions.
Step-by-Step Guide:
To bring a draft ACD5 Microsoft Word document into Catina:
1. Click +New
2. Click Finalize Offline AIA Document
3. Upload your ACD5 Word Document Draft and click Next.
4. You can rename your document if applicable and then click Continue.
5. Apply it to an existing project, or click +New Project to create a new one. When ready click Finish.
6. From here you can preview your document, configure signature, and finalize when ready.
Note- You can also upload your ACD5 draft document from the Import button within the AIA Documents tab.
To learn more about navigation features, check out our help article: Navigating Catina – AIA Contract Documents
FAQS:
What ACD5 documents can be uploaded into Catina?
Any ACD5 draft document in Microsoft Word format .docx or .docx can be uploaded to the Catina Platform. The product team is evaluating the ability to bring over other format types like forms or agreements in Excel.
What if I need to upload a ACD5 Custom Template?
Right now, you can only upload an ACD5 draft to use or finalize within a project. If you have an ACD5 custom template, you can use the Migrate feature on the templates tab to bring it into Catina. To learn more about migrating custom templates please check out our help page on How to Migrate Custom Templates from ACD5.
Can I take the document back offline?
ACD5 Documents that have been uploaded into Catina cannot be taken offline. If you need to make changes to this document, please edit within your computer and re-upload the new version using the steps above.