Introduction to Document Templates
The Documents feature in Textura Payment Management empowers General Contractors and Owners to efficiently create and manage lien waiver templates and publish both lien waiver and other key project documentation for projects managed on Textura.
Only users with Documents permissions will have access to this feature from their Tools menu. An Enterprise or Local Administrator can assign the Editor, Publisher, and View Only Documents roles to any user in your organization.
High-Level Overview
- Access the Documents Library: Navigate to the Documents page to view all available document templates and begin the creation process.
- Create a Document Template: Select New Template to open the Template Properties page. Name the document, select the document type (conditional or unconditional lien waiver), choose the organization type, and configure additional settings if needed.
- Edit the Document Template: Use the Document Editor to add and format text, insert tables, include images, and add variables such as project details, signatures, or dates. Advanced features include adding conditional logic and page breaks.
- Preview and Review: Generate a preview to verify document template appearance and content. When complete, submit the template for review.
- Publish the Document: Once reviewed and approved, users with the Publisher user permission publish the document template to make it available for use on projects managed within Textura.
- Deploy on Projects: Project Managers can select published document templates to use in new or ongoing projects on the Project Settings page.
FAQs
Who can create and edit documents in Textura?
Users with appropriate permissions, such as Editors, can create and edit documents. Publication requires a Publisher role.
Enterprise and Local Administrators can assign the Editor or Publisher role to themselves or other users in their organization from the Edit User page.
Legacy documents are those which were developed without using the Documents tool.
The only projects users can preview are the same projects they have permission to access in Textura Payment Management. Permissions in Textura are unique to each individual organization user. Access to projects in Documents is determined by which permissions you were assigned on the User Roles and Edit User pages.
Why can I not see signatures on my previews?
Documents will pull document samples for previewing, but they are not physically signed documents. The preview will highlight the area on the template in yellow to represent where the signature would appear when someone signs the document.
What types of documents can I create?
At this time, the self-service tool supports the creation of Conditional and Unconditional Lien Waiver documents only.
Can I upload a document to the Editor?
No, you cannot upload a document to the Editor.
Can I create a document template for Lien Waiver Only Sub Tier organizations on my project?
The ability to create/edit a document template for Lien Waiver Only Sub-Tier (LW Sub) organizations is not supported as of the initial deployment of the Documents Editor feature but is currently in development.
What is the difference between Effective Date and Draw Period To Date?
The Draw Period To Date is the default date the General Contractor enters when initiating a draw. If a project uses the Allow subcontractor to edit lien waiver effective date project setting, the Subcontractor Signer can enter an alternative date when signing their lien waiver document. When applicable, the effective date displayed on the signed document will differ from that of the Draw Period To Date.
See Lien Waiver Settings for more information on project settings related to lien waiver documentation.
Can I define a calculation in a table?
It is not currently possible to configure a calculation in a lien waiver document template.
Can I log directly into the Documents Editor?
You must first log in to Textura to use the Documents Editor and then navigate to the Document Library from the Tools menu.
Other Resources
- In-App Help: In the application, click the ? > Help for this Page in the top right corner of your page. The Help topics presented are context sensitive to the page you are on.
- Documentation Library
- Support
Last Published Friday, March 6, 2026