Navigating Catina

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.

  • My Projects: Projects you’ve created or have access to within Catina

  • Migrated Projects: Projects that were transferred from ACD5 into Catina for continued use and reference.

Documents

  • AIA Documents - all of your documents including offline, imported and migrated and the project details for your reference
  • Migrates Documents - all of the finalized documents that were migrated over from ACD5 and the project details for your reference

Address Book - All of your contacts and organizations

  • Contacts are individual people linked to a project (Owner, architect or contractor)

  • Organizations are the companies or firms those contacts represent.

Templates  

  • My Templates - reusable document customized with your organization's preferred edits and information. Once the ACD5 template is imported, it will be visible in My Templates 
  • AIA Templates - List of all standardized AIA contracts or existing customized templates
  • Migrated Templates: Templates that can be transferred from ACD5 into Catina for continued use.

 

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