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Missing Project Information in Drafts Created from Custom Templates

Summary:

Learn why project-specific names, addresses, and phone numbers may be missing or replaced in drafts created from custom templates in Catina, even after you’ve entered that information in the document. Find out how to update Project Team and Project Info so new drafts use the correct information.

When you create a draft from a custom template, Catina replaces the project team and project information saved in the template with the information associated with the project where you save the draft. If the destination project’s Project Team or Project Info fields are blank, the corresponding information in the draft will also be blank.

Because custom templates can be used across multiple projects, Catina gives priority to the destination project’s information for project-specific variables. Update the project’s Project Team and Project Info before creating a new draft to ensure it includes the correct details.

Workaround:

  1. Review the Project Team and Project Info for the project where you will save the draft.
  2. Add or update the applicable names, addresses, phone numbers, and other contact information.
  3. Create a new draft from the custom template and save it to that project.
  4. Review the draft to confirm that the correct project information appears.

If the project information is complete but the draft still contains missing or incorrect details, contact Support. Include an example of the affected information and describe what happens when you try to add or update it.

FAQ

Q: Why is project information missing or replaced when I create a draft from a custom template in Catina?

A: When you create a draft from a custom template, Catina replaces the project-specific information saved in the template with the Project Team and Project Info associated with the project where you save the draft. If those project fields are blank, the corresponding fields in the draft will also be blank.

Q: Why doesn’t Catina retain the names, addresses, and phone numbers I entered in my custom template?

A: Custom templates can be used across multiple projects. Catina gives priority to the destination project’s information for project-specific variables, replacing those details saved in the template.

Q: How do I make sure new drafts include the correct project information?

A: Open the project where you will save the draft and review Project Team and Project Info. Add or update the applicable names, addresses, phone numbers, and other details. Then create a new draft from your custom template, save it to that project, and confirm the information is correct.

Q: What if my project information is complete, but details are still missing from the draft?

A: Contact Support with an example of the missing or incorrect information. Describe what happens when you try to add or update it so the team can investigate.