You can create new waiver templates by:
- Sending individual Microsoft Word documents to GCPay support at [email protected] for tagging.
- Tagging them yourself
How to Tag Waivers Yourself (You must be a Company Admin to Upload/Edit/Remove Waivers):
- Determine if this will be a Standard or Tiered Waiver.
- Standard waivers are used for subcontractors and tiered waivers are used for tier contractors.
- Click Upload Standard Waiver or Upload Tiered Waiver.
- Click Available Tags in the bottom left corner. A PDF will be downloaded with all available data tags for the waiver type selected.
- Open your waiver in Microsoft Word.
- Using the available tags, remove any blank lines and replace them with the applicable tags in the word document.
- Click Upload Standard Waiver or Upload Tiered Waiver.
- Click the green Upload button.
- Locate the tagged waiver on your computer, click Open or OK.
- Select appropriate time to send/require the waiver from your contractor:
- Before submission: Waiver becomes a requirement of AFP submission.
- Submit: Waiver is sent to the contractor after submission of an AFP.
- Approval: Waiver is sent to the contractor after the AFP has been approved.
Paid: This waiver is sent to the contractor once we receive a notification from your financial system that the AFP has been paid (only available for clients with an integrated ERP).
Manual: Waiver is generated on submission of the AFP, but must be manually sent to the contractor by the GC.
Default: If checked, this waiver will be added to every new project your company creates
Select the type of waiver:
Progress Waiver: Document required with all AFPs except Final
Final Waiver: Document required with Final AFP
Unconditional Waiver: Any waiver can have an Unconditional designation. Checking this option simply adjusts the language on the waiver cover sheet.
Select applicable general options:
Require Notarized Lien Waiver: Document must be notarized for submission. Extends the option to notarize online with Notarize.com.
Require Original: Checking this option will provide only 1 method for returning the completed waiver to your company. That option is handing it directly back to you.
Digital Process: Document can be digitally signed within GCPay.
Include Pay App: Copy of AFP cover page and continuation sheet will be included with the lien waiver.
Include Tiered Vendor Report: Copy of tiered vendor report will be included with Lien Waiver.
Replace 702 Coverpage: Use this option to overwrite the standard 702 style coverpage with a custom coverpage.
Click Okay.