Summary
Navigating Catina explains how to move through Catina and understand key labels. The article defines major sections like Projects, Documents, Templates, Address Book, and more helping you identify where to go to create, manage, and organize AIA documents, contacts, and organizations. It's a great starting point for learning the layout and purpose of each feature.
Project - Create a new project where all related documents, details, and team members for a specific construction job are organized and managed. AIA Document - Create a New Document from a list of All standardized AIA contracts or existing customized templates Project Manual - Create a single PDF file that combines multiple project documents—both Catina-generated and external PDFs—into one organized package. Custom Template - Create a reusable document customized with your organization's preferred edits and information. Contact - Create a new contact including contact details with whom you can communicate and share project-related documents Organization - Create a new organization including organization details fora company or entity involved in managing and collaborating on project documents. Finalize AIA Document - Import and finalize ACD5/Catina documents. ACD5 documents can be reviewed, edited, and finalized. However, cannot be taken back offline at this time. Import Custom Template - Import customized ACD5 Templates | |
Projects - workspace where all related documents, details, and team members for a specific construction job are organized and managed.
Documents
Address Book - All of your contacts and organizations
Templates
Archive - The Archive button moves a document out of your active workspace while keeping it for future reference. Trash - The Trash button moves a document to the trash folder, removing it from your active workspace. |