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The best way to create and track lien waiver requests through zlien is by entering accounts payable information on the Financials tab of each project. You can then generate lien waiver requests from the project Financials page with all the correct financial info, subcontractor info, and project info already pre-populated on the waiver request.
If you want to quick-start a lien waiver request from anywhere in zlien, hover over the Start in the app left-side menu, select Document/Waiver and then hover over Lien Waiver. Click Request button.
Associate this lien waiver to a project in zlien, or if this is a new project, you can add the project information to the right of the screen and click Next.
Select which contacts should receive a waiver request. You can select multiple contacts. If someone is missing from the list, click Add Somebody Else (in blue, at the bottom of the list). Then click Next.
Choose which type of lien waiver you need. Click here to learn more about the different types of waivers and when to use them.
In the vast majority of states, you will have the standard four kinds of lien waivers available. Depending on the state you are working in, you may have a fewer waiver options available. This is because some states (like Florida) have a limited number of statutory waiver forms allowed. Read more about the 12 states with statutory waiver forms here.
On the next step you can customize the document itself.
Fill in any information you want to appear on all the waivers you’re requesting (for example: “Who wrote the check for this payment”). Leave blank any fields that your want the recipients to fill in.
On the left, a preview of the waiver will generate. The zlien standard form will be used by default, but if you want to use a custom template you’ve created, you can choose it from the dropdown menu. You can also check off the box to include notary acknowledgement if you require the waiver to be notarized. Then click Next.
Helpful Hint: \ Do you or your customer require a custom waiver template? Check out this tutorial on how to build custom waiver templates in your zlien account.
On the final step, make sure all recipients have an email address entered, then click Start Document. This will send the lien waiver request via email to all recipients. Click here to see the recipient experience and how the waiver forms are completed.
Helpful Hint: You can add custom text to the email by typing in the Add a Note box before creating the document.