A recurring lien document is a lien document that will be processed on a regular basis. It acts like a template for lien documents. You set up the recurring doc once, and then you generate lien documents from it as many times as needed. You can edit the recurring doc at any time.

To add a recurring doc:

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

2. Choose an Account from the drop-down list.

3. Choose a State from the drop-down list for which you want to view lien documents.

4. Click the Show Doc button. The list of lien documents for that state appears.

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

6. Click on a State Lien Doc link to create a recurring doc. The Add Recurring Doc page opens.

7. Change the Lien Doc Name, if necessary.

8. Choose a Trigger from the drop-down list: No Trigger (Manual) or Payment Data.

9. If Payment Data is the Trigger, the Process and Apply To drop-down lists appear.

10. Choose how to Process the lien documents. Choose from the Apply To drop-down list to create this lien document for POs, EPOs, or both.

11. Choose an option from each drop-down list in the Map Document Fields section.

12. View the blank lien doc by clicking the View Doc link in the top right of the page.

13. Choose to update and create a new recurring doc or update and return to the Lien Docs Home page. Click the Add Recurring Doc button in the bottom right of the page.