What’s the difference between a “fixed” and an “editable” document?
Summary:
This article explains the difference between fixed and editable documents in Catina. Editable documents are drafts or templates that users can modify before finalization. Fixed documents are finalized records—such as signed contracts or completed forms—that cannot be changed and are locked for compliance, legal, or audit purposes. Users can edit drafts, but once finalized, documents become view-only in Catina.
Fixed Document in Catina
- Definition:
In Catina, a fixed document is a contract, form, or record that has been finalized and cannot be changed by the user. Once a document is finalized (e.g., after signing, payment, or completion), it is locked for editing. - Examples:
- A finalized AIA contract document that has been signed and issued to the customer.
- A completed form or agreement that has been submitted and accepted.
- Behavior:
- Users can view, download, or share the fixed document, but cannot make changes to its content.
- Fixed documents are used for legal, compliance, and audit purposes within Catina.
Editable Document in Catina
- Definition:
An editable document in Catina is a draft or template that users can modify before it is finalized. These documents are in-progress and allow for collaboration, updates, and corrections. - Examples:
- A contract draft that is being prepared for review or signature.
- A template for a new agreement that users can fill out or customize.
- Behavior:
- Users can edit, save, and revise the document until it is finalized.
- Once the document is finalized (e.g., signed or submitted), it becomes fixed and is no longer editable.
Summary Table
| Document Type | Can Be Edited? | Catina Example | User Actions Allowed |
|---|---|---|---|
| Fixed | No | Finalized contract document | View, download, share |
| Editable | Yes | Draft contract or template | Edit, save, revise |
In short:
- Editable documents in Catina are drafts or templates you can change.
- Fixed documents are finalized records you cannot change—they are locked for compliance and legal reasons.
FAQs:
What is a fixed document in Catina?
A fixed document is finalized and locked for editing, used for legal and compliance purposes.
Can I edit a document after it is finalized?
No, once a document is finalized it becomes fixed and cannot be changed.
What is an editable document in Catina?
An editable document is a draft or template that can be modified before finalization.
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