1. Accessing Lien Waiver Settings
To get started, go to Settings on the left-hand menu.
Scroll down to the General section and click on Lien Waivers. This is where you can manage your lien waiver templates and settings.
2. Adding a Lien Waiver Template
To add a new lien waiver template:
Click Add Lien Waiver Template.
Choose the lien waiver type from the dropdown (e.g., Conditional Progress, Unconditional Progress).
Copy and paste your existing lien waiver into the text field.
Use the + button to add dynamic variables like bill payment amount or job name. These will auto-populate based on the specific bill or job details.
Click Refresh Preview to see how the template will look.
Click Save Template to save your changes.
Tip: You can set a template as default or specify a minimum bill payment amount to trigger lien waivers.
Watch this part of the video for a walkthrough on how to add a lien waiver template.
3. Customizing Your Template
Default Template: You can mark the lien waiver template you created as the default, so it will be automatically selected for all your bills.
Bill Payment Minimum: Set a minimum amount for lien waivers. For example, if set to $1,000, lien waivers won’t be required for bills equal to or below this amount.
Watch this part of the video for a walkthrough on how to customize your lien waiver template.
4. Editing and Deleting Templates
If you need to make adjustments to an existing template:
To edit a template, click the pen icon next to it, make your changes, and click Save Template.
To set a template as default, click the star icon.
To delete a template, click the trash can icon. Remember, deleted templates cannot be recovered.
Watch this part of the video for a walkthrough on how edit and delete templates.
5. Sending Lien Waivers for Signature
Navigate to the Bills section. Lien waivers can be sent for approved bills that are either Waiting for Payment or Paid.
Click View Lien Waiver to ensure all required information is filled out.
Click Request Lien Waiver to initiate the process.
You can send the lien waiver to a different email, add comments, or attach additional files before sending.
Watch this part of the video for a walkthrough on how to send lien waivers for signature.
6. Vendor's Experience with Signing Lien Waivers
The vendor will receive an email titled Action Required: Sign Your Lien Waiver. If a phone number is available, they’ll also get an SMS.
Here's how the process works on their end:
The vendor clicks the link to Review and Sign the waiver in the email or SMS.
They can review the lien waiver details, along with the associated invoice, before signing the lien waiver.
They have the option to either draw or type their signature.
They need to print their name, add their job title, signature and click Sign Lien Waiver.
You and the vendor will receive notifications once it’s signed. The vendor can also download a copy.
Watch this part of the video for a walkthrough on vendor's experience with signing lien waivers.
7. Tracking Lien Waivers
You can track lien waiver status and lien waiver type using the filters on the Waiting for Payment and All Bills tabs.
Lien waiver status:
Request not sent
Request sent
Signed
Lien Waiver not required
Lien waiver type:
Conditional Progress
Unconditional Progress
Conditional Final
Unconditional Final
Watch this part of the video for a walkthrough on vendor's experience with signing lien waivers.
8. Downloading Signed Lien Waivers
Click on Actions in the Bills table to download signed lien waivers. You can download them as a PDF summary or a ZIP file with all signed waivers.
By following these steps, you can manage your lien waivers efficiently and ensure all necessary documents are properly signed and tracked.
Watch this part of the video for a walkthrough on vendor's experience with signing lien waivers.