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How do I digitally sign a lien waiver?

Waivers can be digitally signed in three ways:

  1. Project Overview screen
  2. Lien Waivers tab
  3. Dashboard


PROJECT OVERVIEW SCREEN

  1. Select the Projects tab.
  2. Select the project.
  3. In the Applications for Payment table, find the associated payment application and click the Waivers link (purple if any waivers are outstanding).
  4. Click Sign to open a preview of the waiver. Review the waiver and click Sign Document.
  5. A signature will need to be on file that will be used when digitally signing documents.
    1. Type your name in the box "Type your name here" or sign in the box above with your mouse then click Adopt Signature. Click Sign Document.


LIEN WAIVERS TAB

  1. Select the Lien Waivers tab from the top-level menu OR from the submenu of a specific project (must have Admin or Lien Officer permissions).
  2. Use the filters to isolate the waiver(s) you are looking for.
  3. Click Sign to open a preview of the waiver and click Sign Document.
  4. A signature will need to be on file that will be used when digitally signing documents.
    1. Type your name in the box "Type your name here" or sign in the box above with your mouse then click Adopt Signature. Click Sign Document.


DASHBOARD

  1. Select the Dashboard tab.
  2. Click the Outstanding icon in the Lien Waivers section.
  3. Use the filters to isolate the waiver(s) you are looking for.
  4. Click Sign to open a preview of the waiver and click Sign Document.
  5. A signature will need to be on file that will be used when digitally signing documents.
    1. Type your name in the box "Type your name here" or sign in the box above with your mouse then click Adopt Signature. Click Sign Document.


If you still need further assistance, feel free to give us a call at 877.447.2584 option 1 for support and we'd be more than happy to walk you through it!



R
Roxanne is the author of this solution article.

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