Queued docs are recurring lien documents that have a trigger assigned and have been set to queue. Once the trigger occurs, these documents are sent to the queue for users to review and sign before sending it to BuildProPro.

On the Process Queued Docs page, the user can:

• View queued lien documents

• Review and correct lien documents

• Electronically sign lien documents and transmit them back to the builder

View Queued Docs

To view queued docs:

1. On the Lien Docs Home page, click on the Process Queued Docs button under the Process Lien Doc column. Or, click on the Queued Docs number link under the Current Activity section. The Process Queued Docs page opens.

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

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

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

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

6. If the document shows the Caution icon instead of a View/Sign link, you must correct the document before you can sign it.

Review and Correct Docs

To review and correct docs:

1. Click on the Correct link to make corrections to the document. The Correction pop-up window opens.

2. Enter data in the Change Data in Doc to column to correct the existing data.

3. Click the “I have read the document...” check box in the bottom of the pop-up window.

4. Click the Electronically Sign and Send Document button to transmit the corrected and signed lien document to the builder. Or, click Cancel to close the pop-up window without saving the changes or transmitting the document.

Electronically Sign Docs and Transmit to Builder

To electronically sign docs:

1. Click the View/Sign link next to the lien document you want to sign. The lien document PDF opens in a separate window.

2. Read through the document to check for errors.

3. Click the “I have read the document...” check box in the bottom left of the window.

4. Click the Electronically Sign Doc button in the bottom right of the window. The signed lien document is transmitted to BuildPro. After you sign the document, it no longer appears in the list of queued documents.