Bypassing Electronic Notarisation When Signing a Document
If a Main Contractor enables the electronic notarisation bypass workflow, you can skip the electronic notarisation step when signing a document which needs notarisation on TPM. Instead, you will scan and upload an image of your document signed and notarised in the traditional pen and paper way after you complete your signing process.
To bypass electronic notarisation while signing a document:
- Navigate to your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
Notes:
- The Enter Billing Details task remains available until the payment application is signed.
- If the period has previously been rejected, a Re-enter Billing Details task will appear instead.
- The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
- If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Payment Application link on the Tasks, Project Home, and Period Home pages.
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
- From the Review tab, select the Sign Billing Documents button.
If the document requires notarisation, there will be a section for your electronic notary to add their sign in credentials. When a project allows the electronic notarisation bypass workflow, you will see a message displayed at the bottom of the notary login card explaining the process.
- Select the I would like to bypass electronic notarisation link.
A Bypass Electronic Notarisation dialogue box displays.
- In the dialogue box, select Ok.
- You will see a message explaining why a hold may be placed.
- The dialogue box closes.
- The page refreshes. It no longer includes a notary login section.
- You will need to follow these steps for each document which requires notarisation.
- Since you bypassed the electronic notary step, you will need to upload your witnessed document.
- Continue your signing process.
Last Published Wednesday, July 10, 2024