Sending lien waivers for electronic signature

Once you’ve created payables, they’ll appear in your Payables grid. If a payable is configured for electronic signature, you can send the lien waiver in three ways: individually, from the payable’s detail view, or in bulk.

1. Navigate to the Payables tab in the top menu bar.
2. Find the payable you’d like to send and click Request Signature in that row.
   • This sends the lien waiver type you configured in the project’s payable settings (e.g., Conditional or Unconditional, and the delivery method).
3. (Optional) Click View on the payable row to see status, send a reminder, or upload a signed copy if your vendor sent one outside Built.
4. Alternatively, open the row’s Actions menu (three vertical dots) and select Send Reminder to follow up.

For large projects or recurring payment cycles, you can send multiple lien waivers at once using bulk actions.

1. Navigate to the Payables tab in the top menu bar.
2. Select multiple payables using the checkboxes in the first column.
   • Click the top checkbox to select all visible payables or choose specific rows individually.
3. Click the Actions button above the grid.
4. Choose your desired bulk action:
   • Request Conditional Waiver Signatures – sends all outstanding conditional requests.
   • Request Unconditional Waiver Signatures – sends unconditional waiver requests.
5. Confirm your selection to send all requests simultaneously to vendors.

1. Navigate to the Payables tab in the top menu bar.
2. Click the payable’s blue ID link or open the Actions menu and click View.
3. In the payable detail view, select the waiver you’d like to send (e.g., Conditional or Unconditional Lien Waiver).
4. Click Request Signature to send the e-signature request to your vendor.
5. Use Send Reminder or Upload signed file as needed to follow up or complete the record.

Individual Requests

Bulk Requests

1. Use bulk actions for large payment cycles or monthly draw periods to save time.
2. Group or filter the grid by Project or Vendor before bulk sending for better accuracy.
3. Review waiver templates before sending to ensure correct types are assigned.
4. Track progress in the grid — each waiver’s status will move from Not Requested to Requested as notifications are sent.

💡 Tips

• Pair bulk sends with Send Reminder later in the cycle for optimal vendor response rates.
• Use Export as CSV under the Actions menu to maintain a record of bulk send activity.

Quick FAQ

• Can I change from Manual to In Exchange for Payment? Yes — edit the payable’s waiver settings, then re-send the request.
• What if I need both Conditional and Unconditional waivers? Send the Conditional waiver first; when payment clears, send the Unconditional waiver.