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How do I add a new waiver template to a project?

Only users with Admin or Lien Officer company permissions can add a waiver template to a project. Ensure the waiver has been added to the company settings by clicking on Settings and then Lien Waivers.

  1. Navigate to the project and click on Project Settings.
  2. Click + Add Lien Waivers, select the waiver template and click Okay.
  3. Click on the waiver to Configure the waiver settings. Select the appropriate time to send waiver, type of waiver, and select applicable General Options. 
Roxanne is the author of this solution article.

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