Organizing, sharing and printing draft documents in Catina

Summary

This article explains how to organize, share, and print draft documents in Catina. You’ll learn the available options for sharing documents by using offline copies or printed versions, and when it’s necessary to add someone to a project to provide access to work directly in Catina.

Add a Comment

1. While in Edit mode, Click the Comment icon. 

2. The Document Comments dialog is displayed.

3. Type your comment in the Comments text box, and push Enter.

Customize As Template

You can create a custom template by changing the text in either an existing template or in a draft document and saving the edited document for reuse in your projects. Refer to Creating a Custom Template for more information.

Download a Document or Form

This function allows you to download a copy of the document to your computer for offline editing.

1. Start by opening your project in Catina, then click into the document you need.
2. Click the Offline Editing icon.
3. Read and accept the disclaimer.
4. Your document will download as a Microsoft Word file.

• (See Offline Editing in Catina)

Print a Document or Form

1. Start by opening your project in Catina, then click into the document you need.

Option 1: While in edit mode. select preview

• Click the Print logo 

• Click Print

Option 2: While in the Finalize document or the Awaiting Signature stage

• Click on the Print Logo

• Click Print

Option 3: 

• Open your offline word document and select File and Print

Rename a Document or Form

Option 1:

1. Start by opening your project in Catina, then locate the document you need.

2. Click on the 3 dots (...) and select Rename

Option 2:

1. Start by opening your project in Catina, then open the document you need.

2. While in edit mode, click on the 3 dots (...) and select Rename

Copy a Document or Form

1. Start by opening your project in Catina, then click into the document you need.

2. While in edit mode, click on the 3 dots (...) and select Make a copy

3. Complete the fields in the Make a Copy dialog and select Create. 

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

Delete a Document or Form

1. Start by opening your project in Catina, then locate the document you need.

1. Click on the 3 dots (...) and select Delete

2. Confirm that you want to Delete (You will get a notification that the item deleted successfully).

•  You can retore the item by clicking on Trash n Selection the item and selection restore

E-mail / Share for Review

Option 1: Share an Offline Copy

You can download an offline copy of your document and attach it to an email.

1. Steps:

2. Start by opening your project in Catina, then click into the document you need.
3. Click the Offline Editing icon.
4. Read and accept the disclaimer.
5. Your document will download as a Microsoft Word file.
   • (See Offline Editing in Catina)

6. Attach the file to an email and send it to your recipient.

7. This option works well if the recipient needs a copy for review or reference.

Option 2: Print the Online Document

You can also print the online version of the document and share it as a printed copy or PDF.

1. Steps:

2. Open your project in Catina.

   • (See the print steps above)

3. Open the document.

4. Select Print.

5. Share the printed copy or save it as a PDF and email it.

FAQ

Can I print a draft document before it is finalized?

Yes. Draft documents can be printed at any time. Keep in mind that printed or offline copies may not reflect later changes made in Catina.