Lien Doc Management

Clear Signed Docs Alert

Once a lien document is created and sent to SupplyPro, the supplier can electronically sign the document and transmit it back to BuildPro. When BuildPro receives a signed lien document, the document appears on the Clear Sign Docs Alert page. The number of signed lien documents appears on the Lien Docs Home page under the Alert column.

 

To view signed lien documents:

  1. Choose a Job and Supplier from the drop-down lists (Optional). You may also filter the list by Check Number.

  2. Click the Show Docs button. The list of signed documents appears.

  3. Click on the Note link next to a lien document to view any notes added by the supplier.

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

The name of the user who electronically signed the document along with their email address, date signed, and time stamp appear in the bottom left of the lien document as the electronic signature.

  1. If the document is incorrect in any way, you can send a correction notice to the supplier. Refer to the directions below.

  2. If the document is correct, click the Clear Alert check box next to the lien document. Click the Clear Alert for Selected Docs button. The alert clears from the page.

 

If the signed document from the supplier is incorrect, you can send a correction note to the supplier. If the lien document was created in BuildPro, notify the supplier that you will be transmitting a corrected lien document that they will need to sign. If the lien document was created in SupplyPro, notify the supplier that they will need to create and sign a corrected document, and then transmit it to BuildPro.

 

To send a correction note to the supplier:

  1. Click on the Send Correction Notice link next to the document. The Correction Notice pop-up window opens.

  2. Enter the Correction Note in the text box.

  3. Click the Send Correction Notice button. The Correction Notice is sent to SupplyPro.

 

Should you need to view the signed doc again, use the Lien Report found under the ReportConnect tab.

 

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