All recurring docs not set up for automatic processing must be processed manually. A user can set up an unlimited number of recurring docs that are manually processed for each builder account.

For builders who do not send Payment Data, all recurring docs must be set to the Manual trigger. Each time a lien document needs to be generated, the user must go to the Process Recurring Doc page to generate, sign, and transmit the lien document to the builder.

To manually process recurring docs:

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

2. Choose a Lien Doc, Supplier, Subdivision, and Job from the drop-down lists. The Job drop-down list appears after the user chooses a Subdivision.

3. If the BuildPro company is sending payment data to BuildPro, the user can enter a Check Number to automatically fill in the check information. Otherwise, the check information will need to be filled in manually.

4. Click the Show Fields button. The page displays the lien document fields and the information that will be inserted into those fields.

5. Review the document information in the Correct Data in Doc column.

6. For any blank or incorrect fields, enter information in the Change Data in Doc To column. When the lien document is generated, your manually entered information will override the Current Data.

7. Click the View/Sign button in the bottom right of the page. The lien document PDF opens in a separate window.

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

9. Click the Electronically Sign button in the bottom right of the window. The signed lien document is transmitted to the builder.