How do I create a lien waiver template?

Before you can request lien waivers from the invoicing module, you will need to set up your lien waiver template in the contracts module. Here's how to do it.

First, navigate to the contracts module at the top of the screen.

Next, click on My Templates.

Then click on New Template.

A box will appear prompting you to provide information about the template you are creating. In the Category field, you can select Lien Waiver from the list and then choose if you'd like to create a blank document from scratch or upload a template from your computer. When you are finished click Save.

If you selected Blank Document to build your own template, you'll be taken to the editing screen to build your lien waiver template.