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Make a Copy Functionality in Catina

Summary

The Make a Copy feature lets you create a new version of an existing form while maintaining control over what information is carried into the new document. You can reuse the layout and structure of a document while deciding whether project- or document-specific values should be included.

How to Make a Copy of a Form

  1. Open the form you want to reuse

  2. Select the three dots in the upper-right corner and choose Make a Copy

  3. Complete the fields in the Make a Copy dialog. 

    • Name of Document - You can rename the document before creating it

    • Project Name - Select the project or create a new project, allowing reuse of the document across different projects. 

    • Include Variables 

      • When enabled: 

        • Copies variable values such as dates, amounts, and other populated fields

        • Ideal for continuing work from a previous document (for example, Change Orders)

      • When disabled: 

        • Copies only the document structure

        • Clears variable values so you can enter new information

        • Useful for templates or clean reuse

    • Include Project Team

      • When enabled, project team organizations and contact information are copied into the new document

      • When disabled, project team fields remain empty and can be entered manually

  4. Select Create

  5. This will open up the new copy of the document ready for you to continue editing. 

What Documents Support Make a Copy?

You can use Make a Copy with:

  • Agreements

  • Administrative Forms

  • Other supported Catina forms

Important note: Make a Copy is NOT available with Payment Applications and Continuation sheets. However, you can quickly generate a new pay app from a previous one using the configure screen when setting up your document.

Important Notes

  • Each copied document is created as a new, independent document and does not affect the original.

  • Variable and project team selections apply only to the new copy

Frequently Asked Questions

Can I use Make a Copy for Payment Applications?
Make a Copy is NOT available with Payment Applications and Continuation sheets. However, you can quickly generate a new pay app from a previous one using the configure screen when setting up your document.

What happens if I exclude variables?
The document layout remains intact, but variable fields are cleared.

Does copying a document affect the original document?
No. The original document remains unchanged.