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Introduction to Catina
Welcome to the Introduction to Catina Training Series. This series of short training videos walks you through the key features and functionality of Catina. Jump directly to the topics you need, or watch the full series for a complete overview of the project and document lifecycle.
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Introducing Catina
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Michael Mckinney | 2m 36s
Join us for a first look at Catina, the modern digital platform from AIA Contract Documents designed to make construction document workflows more connected, collaborative, and efficient. You’ll see how Catina helps reduce risk, streamline document creation, and support a better way for project teams to work together.
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How to Access Catina
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Michael Mckinney | 1m 57s
Learn how to log in to Catina, set up secure access, and find key user management settings. This session will help you get into your account smoothly and understand where to go for support if you need help.
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Navigating Catina
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Michael Mckinney | 12m 37s
Get familiar with the main areas of Catina, including Projects, Documents, Address Book, Templates, Archive, and Trash. This session walks through how to navigate the platform, organize your work, manage project data, and understand the full document lifecycle within Catina.
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Creating a New Project in Catina
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Michael Mckinney | 1m 33s
Learn how to start a project in Catina and move through the first steps of the document creation lifecycle. This session walks you through creating a project, navigating the Project Hub, selecting an AIA document, and configuring it with project details, organizations, and contacts.
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Creating a New Document in Catina
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Michael Mckinney | 3m 15s
Learn how to add a document to an existing Catina project using the Document Selection Tool. This session walks through finding the right AIA document, reviewing available templates, and configuring document details with project contacts and organizations.
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Editing a Document in Catina
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Michael Mckinney | 9m 16s
Learn how to edit, review, and prepare documents for finalization in Catina. This session walks through the online editor, Document Status Bar, editing options, track changes, and preview tools that help you manage document updates with confidence.
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How to Finalize your Catina Document
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Michael Mckinney | 8m 54s
Learn how to configure signatures, finalize documents, and manage signed versions in Catina. This session walks through e-signature and ink signature workflows, review options, and version control tools that help you stay in control through completion.
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How to Get Support While Using Catina
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Michael Mckinney | 5m 33s
Learn where to find ongoing support, training resources, and help tools after your Catina webinar session. This session highlights available guides, recordings, chat support, and additional training opportunities to help you continue building confidence with Catina.
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