Expand Steps

Note: Some of 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 General Contractors for how to make changes to a user profile.

  2. Set up serial approval 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, 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 document set.

    A document set includes the documents you expect a Subcontractor to sign while submitting their billing documents. These documents, at minimum, include an invoice and an unconditional lien waiver, but you can also require conditional lien waivers and sworn statements. You can assign a unique document set to individual subcontracts.

    In order to use the serial signatory approval method, the documents chosen for your document sets must allow multiple approval signatures.

  4. Assign a document set.

    If a Subcontractor is required to submit documents which differ from the project's default document set, use the Assign Document Sets page to select and assign an available document set to the organization.


Last Published Wednesday, April 3, 2024