Lien Doc Management

View Transmitted Docs

On the View Transmitted Docs page, users can view or delete lien docs that have been transmitted to the supplier but not signed. This page gives users the ability to see a list of outstanding docs to be signed. It also allows a user to delete a document in case the document is incorrect in any way.

 

To view transmitted documents:

  1. On the Lien Docs Home page, click on the View Transmitted Docs button under the Process Lien Doc column. The View Transmitted Docs page opens.

  2. Choose a Job and Supplier from the drop-down lists. (Optional)

  3. Click the Show Docs button. The list of transmitted documents appears.

  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 words ”For Review Only” appears on the document to indicate that it has not yet been signed by the supplier.

  1. Click on the red X in the Delete column to delete the transmitted doc. Click OK on the confirmation message to delete the document. This deletes the document in BuildPro and SupplyPro as well as all notes and alerts associated to this document.

 

Related Topics