Lien waivers

A Lien Waiver is a sign-only kind of Vendor Agreement. There's no priced line-items table — it's a record you send a vendor purely to acknowledge and sign.

Create a lien waiver

1. From Records, click Create Record.
2. Pick the Project, then choose Lien Waiver under Vendor Agreements.
3. The builder opens.

Fill in the waiver

1. Edit the document title and the body text to state the waiver terms.
2. Attach any supporting documents the vendor should see.

Send for signature

1. In the side panel's Recipients section, add the vendor with Add a vendor....
2. Turn on the recipient's Signature? toggle so they're required to sign.
3. Click Send.

What the vendor does

1. The vendor opens the link in their portal and agrees to sign electronically.
2. They Type or Draw their signature and click Complete Signing.
3. The record moves to Accepted once signed, and the signed copy is saved.