Subcontractors - Signing a Lien Waiver

Overview

This article explains how subcontractors can sign and submit a lien waiver through the platform. Submitting a lien waiver correctly is an important step in ensuring timely payment processing. This guide will walk you through how to sign lien waivers both electronically and when notarization is required.

Signing a Lien Waiver Electronically

Description

When a lien waiver is requested, it will appear in your receivables tab. You must review and electronically sign the document before it can be submitted for approval.

1. Open one of the Receivables Tabs

   Navigate to the Receivables tab to view all documents that have been requested.

   

2. Select the Pay Application

   Click on the pay application that includes the lien waiver request.

   

3. Open the “My Requirements” Tab

   Within the pay application, click on the My Requirements tab. Click Submit Document. The system will generate your lien waiver. This may take a few moments.

   

4. E-Sign the Lien Waiver

   • Click Start or click directly into a field.

   • Complete applicable fields.

   • After reviewing, click Finish and then Submit to send the waiver to the General Contractor.

   

5. Download the Signed Document (Optional)

   If desired, click the Download button to save a copy of the signed waiver for your records.

   

Signing a Lien Waiver With Notarization Required

Description

Some lien waivers may require notarization instead of electronic signing. In this case, you will still follow the initial steps to generate the document, but then you must download, print, notarize, and upload the signed waiver back into the platform.

1. Open one of the Receivables Tabs

   Navigate to the Receivables tab to view all documents that have been requested.

   

2. Select the Pay Application

   Click on the pay application that includes the lien waiver request.

   

3. Open the “My Requirements” Tab

   Within the pay application, click on the My Requirements tab. Click Submit Document. The system will generate your lien waiver. This may take a few moments.

   

4. Download or Preview the Lien Waiver

   Click Download to save the waiver to your device. (You can also click Preview to review the contents before printing.)

   

5. Print and Notarize the Document

   Print the lien waiver and complete all required fields. Visit a notary public to get the document notarized.

6. Upload the Completed Waiver

   Return to the same pay application and My Requirements tab (as seen in steps 1-3). Use the Uploads box to upload your notarized lien waiver.

   

7. Submit the Waiver

   Once uploaded, click Submit to send the completed document to the General Contractor.