Accessing and Working with Migrated Projects in Catina

Summary

This article explains how to identify migrated projects and what you can do with them once they appear in Catina.

Identifying Migrated Projects

• Black folder - Migrated from ACD5
• Green folder - Created in Catina

Viewing Migrated Content

1. Go to My Projects
2. Click the project name
3. View available items:
   • Finalized documents (PDF)
   • Drafts (Microsoft Word)
   • Project folders
4. View available details
   • Document Name
   • Last Updated
   • Project Team
   • Status
     • Draft
     • Finalized
     • Review
     • Completed
     • Other
5. More Options (...)
   • Open Project
   • Rename
   • Add to Favorites
   • Archive
   • Delete

What You Can Do Next

From a migrated project, you can:

• View and download finalized PDFs

• Continue working with Catina-compatible drafts

• Create agreements and continuation documents

• Use migrated contacts within projects

Note: Projects with many documents may take longer to migrate.