Ensure you setup your vendor lien waiver forms when you set up the project. This will allow you to proceed with the steps below!
Once you’ve collected lien waivers from your lower-tier vendors, you will likely need to submit them to the GC. In Siteline, it’s easy to submit an individual lien waiver or multiple lien waivers for a month. Or, you can add completed lien waivers to a month’s pay app and include them in the pay app submission.
Submitting lien waivers
If you’ve requested lien waivers from vendors and they’ve been signed (or you uploaded completed lien waivers yourself) you can follow the steps below to send the completed forms to the GC (or any email address).
Video guide
Step-by-step instructions
In the
Vendorsmodule, find and open the project you’d like to submit lien waivers for.Find the month with the completed lien waiver(s) you’d like to submit
Click the
Submitbutton to the right of the month name. If there are multiple lien waivers completed for that month, you can review and modify which lien waivers will be included.To send your request, add email recipients, review the subject line, and insert a note if you’d like. Then click
Sendand your email will be sent with the completed lien waivers attached.
Attaching lien waivers to a pay app
If you’d like to include vendor lien waivers in the pay app package when it’s submitted to the GC, you can attach lien waivers as backup on the pay app.
Video guide
Step-by-step instructions
In the
Billingmodule, open the project and then pay app you’re going to be submitting.Switch to the
Backuptab and scroll down to the section titledVendor lien waivers.Click “Attach lien waivers”, select the lien waiver you’d like to attach, and click
Add.Your lien waiver will now be attached to the pay app package and will be included when you submit the pay app.