Review Lien Waivers
Lien waiver documents are provided to you by the job's general contractor so you can sign and return them within the required timeframe.
If lien waiver tracking is enabled for a particular job, the Lien Waivers and Lien Waiver Details sections display on the portal's job details page.
From one of the portal's job or vendor pages, click .
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A page similar to the following displays:
Use the Lien Waivers page to do the following:
 | Search for a waiver record by waiver type or amount. | |
Show Outstanding Only | Select the check box to show only the lien waivers that need to be signed and submitted. | |
Show Pending | Select the check box to show only the lien waivers that have been signed but are pending review. | |
Show Received | Select the check box to show only the lien waivers that have been signed and accepted. | |
 | Click to print the Lien Waivers grid. | |
 | Click to export the information shown in the grid to Excel, CSV or PDF. | |
Lien Waiver Details | When a waiver is selected from the list, the Lien Waiver Details section displays details for that waiver, including the ability to view, download, upload and electronically sign the document. See View Waiver Document, Download Waiver Document, Upload Signed Waiver or Electronically Sign Waiver for more information. You can also update the Amount and Exception Amount fields and save the information into the system for review.  If the waiver selected from the list has already been uploaded or signed electronically, the Lien Waiver Details section indicates that it is either Pending Review or Approved, along with who uploaded/signed the waiver and when. NoteIf a submitted lien waiver is awaiting review or approval (or has been accepted), the Upload Signed Waiver and Electronically Sign Waiver buttons are disabled, and you are not able to edit any of the fields at the bottom of the Lien Waiver Details section.
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Via the portal, complete the following steps to view and download a copy of the lien release.
From the Lien Waivers page, select the waiver you want to view from the Lien Waivers grid.
Note
If you need to narrow down the list, you can select the Show Outstanding Only or use the Search bar to enter a keyword.
The Lien Waiver Details section displays the selected waiver.
Click .
The file opens in a viewer screen to make reading the document easier.
Note
If needed, you can Expand
and Minimize 
the Lien Waiver Viewer dialog using the icon in the upper right.
You can click to print the lien waiver, or click Close
or to exit the viewer.
Via the portal, complete the following steps to view and download a copy of the lien release.
From the Lien Waivers page, select the waiver you want to download from the Lien Waivers grid.
Note
If you need to narrow down the list, you can select the Show Outstanding Only or use the Search bar to enter a keyword.
The Lien Waiver Details section displays the selected waiver:
Click .
The file downloads to your computer or mobile device as a PDF.
Review, print and sign the lien release as appropriate.
Continue to Upload Signed Waiver.
Once you have downloaded, printed and signed a physical copy of your lien waiver document, complete the following steps to upload it back into the Sage Paperless Construction system:
Save or scan your signed document to a local drive.
From the Lien Waivers page, select the waiver you want to reupload from the Lien Waivers grid.
The Lien Waiver Details section displays the selected waiver:
Click .
Drag and drop or click to locate the file on your computer or mobile device.
Click .
The signed document is uploaded into the system and routed to the correct individual for review and approval. When the lien waiver record has been approved, there is an indicator in red text next to the Lien Waiver Details section. If the submitted lien waiver is rejected, it is returned to the Waivers grid as an Outstanding record. The rejected waiver document displays in the Documents tab with a note in the sidebar indicating why it was rejected.
Note
When you electronically sign a lien waiver document in the Portal, a Certificate of Completion page is appended to the document that contains information about the signer, signature method, date and time of the signature, and your IP Address and device information.
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From the Lien Waivers page, select the waiver you want to sign from the Lien Waivers grid.
Note
If you need to narrow down the list, you can select the Show Outstanding Only or use the Search bar to enter a keyword.
The Lien Waiver Details section displays the selected waiver.
Click .
Enter any exceptions.
Review the disclaimer.
Choose how you want to electronically sign your waiver:
Edit: Click to draw your signature in the Signature field.
Upload: Click to use an existing signature file. PNG or JPEG are the accepted file types.
Type: Click to select the font and size of your choice, then type your name in the Text field to generate your signature. Click when done.
Type your name and title in the Name of Signer and Title of Signer fields.
The completed dialog resembles the following:
Click .
Note
The Signed Date value populates in the grid.
The waiver is submitted into the system and routed to the correct individual for review and approval. When the lien waiver record has been approved, there is an indicator in red text next to the Lien Waiver Details section. If the submitted lien waiver is rejected, it is returned to the Waivers grid as an Outstanding record. The rejected waiver document displays in the Documents tab with a note in the sidebar indicating why it was rejected.