Catenda

Discover how to set up a Document Approval workflow

Document Approval - Legacy

Open, published or discarded approval - Legacy

Filtering on the approvals page - Legacy

Approval request file review right menu - Legacy

File review in an approval request - Legacy

Add revision to an approval request - Legacy

Approval settings page - Legacy

Topic templates page - Legacy

Topic template page - Legacy

Creating a new topic template - Legacy

Creating a new approval request - Legacy

Sjaak Velthoven

Approval content page - Legacy

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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.

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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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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

Collection content page

Approval content page

Documents settings

Libraries page

Libraries