Summary:
Release Date - 10/15/2025
We are excited to announce a new improved functionality that allows you to import ACD5 draft G703 Continuation Sheets in Excel form into Catina. This release will allow you to quickly pick up where you left off with your payment applications by migrating over your data within the configuration process. To learn more, check out the short tutorial guide below.
- Select an existing project under My Projects or create a new project.
2. Select New AIA Document
3. Select your G703 Continuation Sheet and click on Configure
4. Fill in all of the requires fields and select Create Document
5. Select Enter Line Items and then Select Import
6. Browse for the file that you wish to import and select Upload
7. All of your data has now been imported, and you can continue with the continuation sheet
Nest Steps
1. On the left you will see your document status bar that monitors where your document is in the lifecycle process. You can easily toggle between these steps at any time, allowing flexibly when completing your document.
2.. Enter line items will guide you to entering in your line items within the online document editor. There is built-in logic and calculations to reduce errors and make the completion process more efficient
3. You can right click directly in the document to open up the context menu with additional editing options.
4. Along the top you will find your toolbar with a few helpful features. You can add multiple rows at a time and you will find your bulk actions, which provides you the ability to import from and export to Excel to easy import data from previous versions or documents.
5. The document editor is where you can edit the information pertaining to the G702 Payment for Application. Within Catina, your project details and line item data will automatically populate into your payment application, saving you time and reducing the chance of error. Once you enter the retainage and any necessary change order information, the related fill points will automatically calculate for you.
6. The blue text boxes are editable by simply clicking within the highlight area to make any changes. Just note, all changes to the text will be shown in full mark-up in the final document.
7. Along the top you will find your document tool bar with some helpful options like editing your document properties, previewing your final document, and a resources button that provides helpful articles, document instructions, and any contextualized support you might need while editing your document.
8. Once you are done editing your document you can move on to the review step in your document life cycle. Here you will configure your signature and finalize your document. To learn more about how finalize your document, please check out our article Finalizing a Document in Catina.
FAQs
1. Can I import multiple G703 Continuation Sheets at once?
No. Each G703 Continuation Sheet must be imported individually into its corresponding project to ensure accurate data mapping and prevent duplication.
2. What file format is supported for importing my G703 Continuation Sheet?
Only Excel (.xlsx) files are supported. Make sure your sheet follows the ACD5 draft format before uploading it to avoid errors during import.
3. What happens if I already have an active G703 document in Catina?
If a project is already active in Catina, you should not import another draft from ACD5. Doing so will duplicate your data. Only import G703 drafts for projects that are not yet active.
4. Can I edit the imported data after uploading the G703 Continuation Sheet?
Yes. Once your data is imported, you can make changes directly in the document editor. Any editable fields will appear in blue text boxes, and all edits will be visible in the final markup.