---
title: "Setting up custom lien waiver templates"
slug: "kb-how-to-template-5"
updated: 2026-03-11T21:50:10Z
published: 2026-03-12T17:39:20Z
canonical: "help.getbuilt.com/kb-how-to-template-5"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(492).png)
3. Upload your file (drag & drop or browse). Supported formats: .doc, .docx., .pdf.
4. Enter a template name.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(493).png)
5. Select the waiver type.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(494).png)
6. Click Next.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(495).png)

> [!NOTE]
> 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).

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(496).png)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(497).png)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(498).png)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(499).png)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(500).png)

> [!NOTE]
> 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.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(502).png)
2. Assign each field to either:

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(501).png)
  1. **Built** → auto-populated from system data (e.g., project name, contract amount).
  2. **Client (Signer)** → completed by the subcontractor/recipient.

> [!NOTE]
> 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.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(503).png)
2. Open the Properties panel.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(504).png)
3. Copy the correct Merge Field from Built’s merge field list.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(505).png)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(506).png)
4. Paste it into the field properties.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(507).png)

> [!NOTE]
> Note:
> 
> **Tip**: Vendor = Signer. Use the Vendor merge field anywhere subcontractor information or signatures are required.