How to sign and collect lien waivers online

The order of operations

The usual rhythm on each draw: the sub signs a conditional waiver for the amount being paid, you release the payment, and once the payment clears the sub signs an unconditional waiver for the same amount. At the end of the job the same pair happens with the final versions. If any of that is new, read what a lien waiver is first.

Collect waivers from every sub at once

1. 1

   Make one template per form

   Upload each waiver you use, such as conditional progress and unconditional progress, with New template on the Templates page. Name the signing role Claimant, the person giving up lien rights.

2. 2

   Turn the blanks into labeled boxes

   Use the Markup Text tool to draw a box over each blank you fill in: owner, job address, amount, through date. Give each box a label like Amount or Through date. Add Signature, Name, Title and Date signed fields for the claimant.

3. 3

   Build the draw list

   On the template's page, click Bulk send and Download a blank CSV. Each row is one sub: Claimant name, Claimant email, then the Amount, Through date and job columns. Paste the figures from your pay application.

4. 4

   Send the batch

   Go through Add people, Match columns and Check rows, then name the envelopes with the job and draw number and click send. Every sub gets a waiver with their own amount printed on it, and none of them sees anyone else's.

5. 5

   Release payment against signatures

   Download the Results CSV from the bulk send's page. It lists every row with its envelope's current status, so you can match signed waivers against your payment run and hold the check for anyone still waiting.

Bulk send is on paid plans, with up to 250 rows per send on Solo. A smaller job can send each waiver one at a time from the template and type the amount before sending.

If you're the sub signing one

• Check the amount and through date against your invoice before you sign. A wrong date can waive more than you were paid for.
• Never sign an unconditional waiver for money you haven't received. If the payment hasn't cleared, ask for the conditional form instead, or use Request changes on the signing page to say so.
• List what's still open, such as retainage or a disputed change order, if the form has a space for exceptions.
• Let the office sign. If your bookkeeper usually signs, use Assign to someone else on the signing page, when the sender allows it, to hand it over with a reason.

Once you sign, you get the signed PDF by email with a certificate of completion. Keep it with the matching invoice; if a payment is ever disputed, you'll want both together.