A Recurring Lien Document is a lien document that will be processed on a regular basis. It acts like a template for lien documents. You set up the recurring doc once, and then you generate lien documents from it as many times as needed. You can edit the recurring doc at any time.

Custom lien documents that have been uploaded by Hyphen are only viewable by the builder who requested them.

To add a recurring doc:

1. On the Lien Docs Home page, click on the Add Recurring Doc button under the Setup Lien Doc column. The Select State Doc page opens.

2. Choose a State from the drop-down list for which you want to view lien documents. The list of lien documents for that state appears.

3. Click on the magnifying glass under the View column to view the blank lien document. The lien document PDF opens in a separate window.

4. Click on a Lien Doc link. The Add Recurring Doc page opens.

5. Change the Lien Doc Name, if necessary.

6. Choose a Trigger from the drop-down list: No Trigger (Manual) or Payment Data.

7. If Payment Data is the Trigger, the Process and Apply To drop-down lists appear.

8. Choose how to Process the lien documents. Choose from the Apply To drop-down list to create this lien document for POs, EPOs, or both.

9. Choose from each drop-down list in the Map Document Fields section. Each entry in this section corresponds with a "fillable" field in the lien document. For each field, choose where the data should come from in BuildPro. If the data is not found in BuildPro, only two choices will be available: Leave Blank (Required) and Leave Blank (Not Required). If the data must be filled in, choose Required. If the data is not required, choose Not Required.

10. View the blank lien doc by clicking the View Doc link in the top right of the page.

11. Choose Update and New Recurring Doc or Update and Lien Docs Home. Then click the Add Recurring Doc button in the bottom right of the page.