Catenda

Guide for administrators detailing setup rules, flexible configuration options, post-submission parameter locks, and how project configuration changes impact active approval requests.

Approval Workflows: Admin Rules

Detailed operational guide describing permissions for viewing and executing actions across drafting, reviewing, and final approval phases, structured by pre-submission and post-submission lifecycle stages.

Approval Operations and Actions Matrix

Approval request file review right menu

File review in an approval request

Approval request documents right menu

Filtering on the approvals page

Creating a new approval request

Add revision to an approval request

Draft approval request page

Step ribbon in an approval request

Overview tab in an approval request

Documents tab in an approval request

Open or closed approval request page

Sjaak Velthoven

Step-by-step validation of latest shared revisions by multiple teams

Approval content page

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Step 1 - Account setup

Step 6 - Plugins and Integrations

Step 4 - Models

Step 3 - Documents

Step 2 - Interface

Step 5 - Topics

Getting started

Sign in page

Projects page

Creating an account

Account buttons

Creating a new project

Account management

Multi Factor Authentication

Changing the preferred language

Account notifications page

Account page

Account settings

Notifications

Organization profile page

Organizations page

Users page - Organization tool

Projects page - Organization tool

Project memberships - Organization tool

Organization options

Adding users without an email invitation

Organization Types

Organization and Project Setup

Organization configuration

Organizations

Member page

Members permission settings

Joining a project

Members and teams page

Who can invite members

Invite members page

Creating a team

Team page

Taking over for another member

Inviting new members to the project

Accepting an invitation to join a project

Filtering on the members and teams page

Right menu on the members page

Members and Teams

Projects page - Catenda Site

Navigation menu - Catenda Site

Settings - Catenda Site

Catenda Site

Projects page - Catenda Mobile

Catenda Mobile

Product Features

Dashboard page

Summary of most important shortcuts and basic controls

Project panels

General project information

Models page

2D Viewer

Bookmarks page

Storey Configurator Page

Queries

Creating a New Model Export

Model Export Content Page

Filtering on the objects page

Objects page

Models

Model contents page

Bookmarks contents page

Storey Configurator contents page

Topics page

Boards page

Milestones page

Statistics page

Topic settings page

Topics

Topic Settings content pages

Topic board

Topic contents page

Milestone content page

Using topic templates with approvals

Using topic templates when saving markup topics

Using topic templates in a topic board

Topic templates

Documents page

Collections page

Approvals page

Document settings page

Documents

Documents table - Folders

Documents table - Documents

Document content page

Revision management