Setting up custom lien waiver templates

Overview

By the end of this lesson, you’ll be able to:

• Upload your own lien waiver template into Built.

• Configure roles so Built data and signer inputs flow into the document correctly.

• Add and assign fillable content fields.

• Map Built merge fields so information populates automatically.

Step 1: Upload your custom lien waiver template

Description

Learn how to create a custom lien waiver template for your construction projects.

1. Go to Organization Settings > Customization > Templates.

2. Click New Template.

   

3. Upload your file (drag & drop or browse). Supported formats: .doc, .docx., .pdf.

4. Enter a template name.

   

5. Select the waiver type.

   

6. Click Next.

   

Note:

Best Practice: Your document should not contain pre-filled information. Leave all fields blank and set line spacing to 1.5.

Step 2: Add the Built role

Description

Learn how to create a custom Built role for dynamic lien waiver details in your lien waiver template.

1. Add a Built role to identify fields that should be auto-populated from Built. The Client role already exists and is the Signer (subcontractor / Vendor).

   

   

   

   

   

Note:

Tip: Built roles are not signers—no human interaction is required.

Step 3: Add fillable content fields

1. Drag & drop fillable fields onto the document.

   

2. Assign each field to either:

   1. Built → auto-populated from system data (e.g., project name, contract amount).

   2. Client (Signer) → completed by the subcontractor/recipient.

   

Note:

Tip: Align fields carefully with waiver text so the output looks polished.

Step 4: Map Built payable merge fields

Description

Map Payable Details to Your Lien Waiver Template: Discover how to personalize a lien waiver template by adding & mapping dynamic merge fields for automated document generation.

1. Select a field you assigned to Built.

   

2. Open the Properties panel.

   

3. Copy the correct Merge Field from Built’s merge field list.

   

   

4. Paste it into the field properties.

   

Note:

Tip: Vendor = Signer. Use the Vendor merge field anywhere subcontractor information or signatures are required.