Edit Templates
Navigate to the Company level Payments tool.
Click the Payments Settings
icon.
This opens the Payments Settings page. The Payment Processing tab is active by default.Click the Payment Requirements tab.
The Lien Waivers page is active by default.In the Lien Waiver Templates table, locate the template to update. Then click Edit.
This opens the Edit Lien Waiver Template panel.Review the template and make the desired changes.
To change the copy, update the body of the template as needed.
To remove a variable placeholder, click the placeholder in the body of the template and press DELETE.
To add a variable placeholder, click a field in the Variables list and use a drag-and-drop operation to move the variable into the desired placeholder position.
TipWant to make a field required or include replacement text for blank values? Certain variable placeholders have these options:
To make the field required, place a mark in the Required Field checkbox as shown below.
To make a field optional, remove the mark from the Required Field checkbox. For optional fields, you can also enter a word or phrase, so the text you enter appears when a value isn't available. For example, if there are no Lien Waiver Exceptions to include, the word 'None' will appear on the lien waiver instead of a blank field.
Optional. To preview your changes, click Preview.
Click Save.
Any updates that you make go into effect only go into effect on the next project lien waiver. Updates have no effect on existing lien waivers.