Creating a Document Set for General Contractors
To create a document set:
- Navigate to the Document Sets Page
- From the Documents section of the Project Settings page, select the document sets link.
- From the Project Setup menu at the top of any project page, select Document Sets.
- Select the On-System tab to create a document set for your Subcontractors and any On-System Sub-Tiers working on your project.
Note: If you need to create a set for a Lien Waiver Only Sub-Tier (LW Sub), select the Lien Waiver Only tab. You can only assign unconditional and conditional lien waivers to a document set for an LW Sub.
- Select the Add button.
An Add Document Set panel opens on the right side of the page.
- Enter a name for your document set.
- Optional. Select the Filter by documents available for your organization’s bank country check box to limit the documents available for selection to those compatible with your banking country.
- Select an invoice document.
- Select an unconditional lien waiver.
- Optional. If applicable, select an option for the following documents:
- Sworn Statement
- Conditional Lien waiver
- Pay-App Cover Sheet
- Draft Invoice.
Notes for all documents:
- If the document allows notarization, a Notary Required check box displays. See Electronic Notarization on TPM for General Contractors for more information on how electronic notarization works.
- If the document requires serial approval signatures, a message about reviewing your approval method and approvers displays. Select the Learn More link to see a help page with different scenarios surrounding serial approval and the steps you should take when setting up this method.
- Select the Add button.
- The new document set displays in the Document Set table.
- A Document Set Added message displays at the bottom of the page.
- You can now add additional document sets or assign the document set to an organization.
Last Published Wednesday, April 3, 2024