Summary
This release is designed to make your transition from ACD5 to Catina smooth, with improved Pay Application continuity, simplified Change Order experience, and easier document reuse, and address book management. You’ll also experience faster workflows, with noticeable performance improvements across Projects and Documents. Explore the details below.
Pay Application Enhancements
Continuing a Pay Application that originated in ACD5 in Catina is now seamless. Key details from your ACD5 pay app, including owner information, values, and retainage, automatically carry forward to next month’s pay app using intelligent document recognition. These improvements reduce manual re-entry and ensure accuracy across continued payment calculations. This applies to all variations of Pay Applications and Continuation Sheets.
To learn more, check out this short help article: Creating Your Next Payment Application in Catina
Change Orders
Change Orders are now more flexible, with an editable Contract Sum field that lets you easily increase, decrease, or maintain values as needed. Your selection will flow to downstream calculations to ensure accuracy.
To learn more, check out this short help article: Completing Change Orders within Catina
Copy Functionality
The new Save As option lets you quickly create copies of existing documents to jump-start new ones, with the ability to include or exclude variables as needed. This makes it easy to create consistent document variations while keeping core project information aligned. For example, a General Contractor can quickly create variations of the A401 for all project subcontractors. Note: Pay Applications are excluded.
To learn more, check out this short help article: Make a Copy Functionality in Catina
Use Migrated or External PDF Files in a Project Manual
You can now include finalized, migrated, or external PDF files when creating a Project Manual, making it easy to combine documents from Catina, ACD5, or offline sources into a single, polished deliverable. This creates a seamless experience for anyone reviewing your final file.
To learn more about creating project manuals, check out this short help article: Steps to Create a Project Manual in Catina
Address Book Management
Company and Contact Archiving
Address Book management is now easier, with improved cleanup tools that help keep your data organized. Archiving a company automatically archives all associated contacts, and restoring a contact will also restore its parent company.
Location Selection
Address selection is now clearer when generating documents for organizations with multiple offices or locations. Full organization addresses are displayed beneath each name to help you confidently choose the correct location.
Enjoy Faster Performance
Projects and documents now load in under two seconds thanks to behind-the-scenes performance improvements. You’ll notice quicker search results, smoother navigation, and a more responsive experience overall.
Additional G-Series Forms Available for Offline Use
You can now download additional G-Series forms from Catina for offline use and easily upload them back into Catina to maintain continuity.
- G707-1997: Consent of Surety to Final Payment
- G711-2018: Architect’s Field Report
- G714-2017: Construction Change Directive
- G734-2019: Certificate of Substantial Completion, Construction Manager as Advisor Edition
- G741-2024: Change Order for a Design Build Project
- G801-2017: Notice of Additional Services