The place for learning all things zlien
The first step is to click on the Documents tab toward the left of the screen.
At the top click Templates. You can view the templates that you’ve already customized to edit, or you can click New Template toward the right side. From there select if this is for a lien waiver or payment application.
Give your template a recognizable name to help you locate it later on. You have the option to require a notary block on the template, or assign it to specific states, projects types, or types of payments.
Lower on the screen you’ll find a word document. You have full control over editing the words and layout. Towards the right of the screen you’ll find the available placeholders that you can drag and drop into place. Click Save when you are finished.
If there is a placeholder that you would like but don’t see, feel free to click on the feedback button at the bottom left of your screen. These messages go straight to our Product Team.
Whenever you are ready to apply the custom template, go through the steps of generating a waiver. After selecting what type of waiver you would like to see, there will be a dropdown bar over the waiver’s preview. Click on the dropdown bar and select which waiver template you would like to apply.