Only users with Admin or Lien Officer company permissions can add a waiver template to a project. Ensure the waiver has been added to the company settings by clicking on Settings and then Lien Waivers.
- Navigate to the project and click on Project Settings.
- Click + Add Lien Waivers, select the waiver template and click Okay.
- Click on the waiver to Configure the waiver settings. Select the appropriate time to send waiver, type of waiver, and select applicable General Options.