When a builder sends a suggested correction for a lien document created in SupplyPro, it appears on the Process Suggested Changes page. On the Process Suggested Changes, the user can view the builder’s note, view the lien document, and reply to the builder. If a lien document does require changes, the user must manually create a new lien document on the Process Recurring Docs page.

To view suggested document changes:

1. On the Lien Docs Home page, click on the Suggested Doc Changes button under the Process Lien Doc column. Or, click on the Suggested Doc Changes number link under the Alert section. The Process Suggested Changes page opens.

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

3. Click the Show Docs button. The list of lien documents with suggested changes appears.

4. Click on the Note link next to a document to view the note from the builder. The Notes pop-up window opens. The Notes pop-up window shows all notes entered for the lien document, by the builder and supplier.

5. 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.

6. To reply to the suggested document change, click on the Reply link next to the lien document. The Correction Notice pop-up window opens.

7. Enter the Correction Note in the text box. Click the Send Correction Notice button. The Correction Notice is sent to BuildPro.

8. If a lien document does require changes, go to the Processing Recurring Docs page to create a new lien document. Sign and transmit the corrected document to BuildPro.

9. Back on the Process Suggested Changes page, click the Clear Alert check box next to the lien document that you corrected. Click the Clear Alert for Selected Docs button. The alert clears from the page.