How do we create a lien waiver (or other agreement/contract)?

A lien waiver is treated like any other document within the Document Writer.  You will first create your document, add the merge fields, and download or email the document as needed.

Refer to the KB “How do I create or edit a document?”

1. When creating a Lien Waiver, you will assign it to the Sub-Contract module and insert merge fields that are associated with the Sub-Contracts, Project and Contractor module.
2. Once the document has been saved, it is ready to use.
3. Within the Document Writer, find the Lien Waiver within the list of created templates.
4. Click the “Use This Document” button.
5. The next screen will show the document that is to be used as well as providing you an option to select the Sub Contract that is to be used. You will also be asked to select the Project and Contact but in most all cases this will be automatically pulled from the Sub Contract.
6. Now would be a good time to Save the changes.
7. Once the changes have been saved, you can download the merged PDF or you can click to Email the PDF.

Unlike the Estimate Proposal package, there is not an opportunity to have a final review of the document during this step of the email process.  If a change needs to be made, click to cancel the Send and make the changes.