Summary
The article "Importing ACD5 draft documents using the Finalize AIA Document option" guides users through the process of Importing an ACD5 draft document using the Finalize AIA Document and completing the finalization process including configuring eSignatures or ink signatures, filling required fields, and reviewing the document. It covers digital signature automation with DocuSign and manual ink signature workflows.
1. Select the new and then select Finalize AIA Document
2. Upload the ACD5 document by dragging and dropping the file or browse to locate the desired file within your computer. (You can import both Catina and ACD5 Documents). Please note that PDF’s are not supported at this time.
3. Select Next to complete the process.
4. Next, you have the ability to rename the document.
5. Select a project for you document or create a new project
6. Select Finish
You will be taken to the document editor and the following message will be displayed.
You can review, edit, and finalize it as needed. However, documents in this format cannot be taken back offline at this time. If you need help or have questions, please contact our support team
7. Use the following steps to Edit and finalize your document: Finalizing a Document in Catina
FAQ's
1. Can I switch from an eSignature to an ink signature after starting the finalization process?
Yes, you can switch from eSignature to ink signature by reverting the document to draft status. Once reverted, you can reconfigure the signature method and proceed with the new option.
2. What happens if I need to make changes after finalizing the document?
If changes are needed after finalization, you must revert the document to draft status. This allows you to edit the document, reconfigure signatures and complete the finalization process again.
3. How do I add multiple signers to a document during the finalization process?
To add additional signers, click the red + icon next to the specific role while filling in the required fields during the Configure Signature step. This ensures all required parties are included in the signing process.
4. How do I remove the Draft status off my document?
Finalizing the document will remove the draft status.