Catenda

Documents page

Share documents, download documents in ZIP file

Collections page

Approvals page

Document settings page

Sjaak Velthoven

Benjamin Agyemang

Upload and manage files related to the project

Documents

Revision Verification via QR-Code on PDFs

QR-Code on PDFs in Catenda

Upload a zip / file structure

Download a folder structure

Root folder ACL

Folders and Documents access control

Access Control Levels

Operations on document library items

Documents table - Folders

Documents table actions

Uploading a document

Moving a document

Undeleting / Restoring documents or folders

Filtering on the documents page

Columns on the documents page

Right menu on the documents page

In this article, we discripe you, how to withdraw an revision.

Withdraw revision

Multiple files within a common data environment

Documents table - Documents

Document banner - Navigation

Using annotations tools, redlining, comment documents in Issues

Document preview and annotations

PDF Compare

Linking documents to objects

Unlinking document from object

A single file withing the common data environement

Document content page

Catenda QR-Code scanning

Document preview tools - Rubber stamp

Document preview tools

Saving a markup

Right menu of a revision - Markups

Right menu of a revision - Revision info

Document revision actions

Uploading new document revision

Revision management

Collection content page

Right menu on the collection content page

Filtering on the collections page

Share documents with project members and external users

Filtering on the approvals page

Creating a new approval request

Add revision to an approval request

Draft approval request page

Open or closed approval request page

Step ribbon in an approval request

Overview tab in an approval request

Documents tab in an approval request

Approval request documents right menu

File review in an approval request

Approval request file review right menu

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

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

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

Approval content page

Status workflow - Document settings

Workflows page - Document settings

Folder configuration - Document settings

New status workflow - ISO 19650

Creating a new workflow

Custom fields on documents

An overview of the access rights of users and teams

Document access overview page

Documents settings

Catenda AS

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

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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