The Modify Recurring Doc page allows the user to view, modify, or delete a recurring doc. The page displays all recurring docs set up for the user’s division.

A recurring doc cannot be deleted if there are lien documents in the queue created from the recurring doc. Lien documents created from the recurring doc must be processed or deleted before the recurring doc can be deleted. Although the recurring doc no longers appears in BuildPro once it is deleted, the document is preserved in the database for reporting purposes.

To modify a recurring doc:

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

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

3. Click on the red X in the Delete column to delete a recurring doc. Click OK on the confirmation message to delete the document.

4. Click on a Lien Doc link to modify the recurring doc. The Modify Recurring/Custom Doc page opens.

5. Adjust the Lien Doc Name, Trigger, or Document Fields as necessary.

6. View the blank lien doc by clicking the View Doc link in the top right of the page. The blank lien PDF opens in a separate window.

7. Click the Modify Recurring Doc button in the bottom right of the page to save your changes. Or, click the Back button to return to the previous page without saving your changes.