Setting up a Serial Signatory Approval Project

Navigate to the Project Settings Page
- Once the Create Project Participants page is completed, the system displays the Project Settings page.
- After creating a project, choose Project Settings under the Project Setup menu at the top of any page.
Select the Subcontract Settings section.
For the Default Subcontractor Payment Application Approval Method for New Subcontracts setting, choose Serial Signatory Approval.

Tip

Consider choosing the following project settings when setting up a project with Serial Signatory Approval:

Notify Subcontractor upon Payment Application Approval—Automatically email Subcontractors each time their payment applications are approved.
Serial Signatory Approval for Payment Applications to Owner—Require Owner approval on Main Contractor organisation payment applications; Document Settings must allow for signatures—Contact your Textura implementation team if you think you need to use this setting.
Serial Signatory Approval Signatures on Payment Application—Allow multiple Owner Approvers to sign the Main Contractor Payment Application; Document Settings must allow for signatures—Contact your Textura implementation team if you think you need to use this setting.Note: You can also choose Serial Signatory Approval for a specific subcontract when you create a subcontract.
See Contract Maintenance for Main Contractors.