Expand Steps

Note: The below links go to General Contractor help topics. As an Owner working as a General Contractor on a project, you will follow similar workflows.

  1. Ensure your approvers are assigned the Invoice Approver user permission.

    See Updating a User Profile for Another User for how to make changes to a user profile.

  2. Require approval signatures in your project settings.
    • From the Subcontract section, select the Signature Serial Approval option for the Default Subcontractor Invoice Approval Method for New Subcontracts.
    • From the Draw section of your Project Settings page, select the Require serial approval signatures on invoice option.

    See the Subcontract Settings and Draw Settings topics for more information on these and other subcontract and draw-related project settings.

  3. Create a subcontract with the Serial Signatory Approval invoice approval option.

    If the project does not use the serial signatory approval method by default, you will need to specify this approval method when creating a subcontract. Choosing this option tells the application to prompt your serial signatory approvers to approve and sign the Subcontractor's submitted draw documents in a set order.

    See the Contract Fields and Settings topic for more information on approval methods and other available contract settings.

  4. Assign signatory approvers on the User Role page.

    To specify who will review and sign a submitted Subcontractor document and in what order, assign the Serial Signatory Approvers project role. The number assigned to a user signifies the order in which your serial signatory approvers will approve and sign a document.


Last Published Wednesday, April 3, 2024