Document Settings

Document settings are filtered to show documents based on your organization's bank country. Define the invoice, draft invoice, lien waiver, cover sheet, sworn statement, affidavit, and other documents an organization must create for the project.

Subcontractors may bypass electronic notarization

Only available when you enable the Allow Subcontractors to Bypass Electronic Notarization organization setting. When enabled, Subcontractors can bypass the electronic notarization step when signing documents which require notarization on TPM. Instead, a Subcontractor will upload a scanned document which was notarized on paper. You will then need to review this document and approve it in order for the Subcontractor to remain in compliance.

When a project allows the bypass electronic notarization workflow, you can choose which Subcontractors can use this feature from the on the Contract Maintenance page on a subcontract-by-subcontract basis.

Show All Documents (Optional)

To see documents for countries outside of your organization's bank country.

General Contractor Settings

Identify documents the General Contractor must submit to the Project Owner.

Invoice

Defaults to G702/703 .

Sworn Statement

Defaults to None.

Conditional Lien Waiver

Defaults to None.

(Unconditional) Lien Waiver

Defaults to Generic Lien Waiver.

Lien Waiver with Contractor Affidavit
Contractor Affidavit Lien Waiver.

Notary Required?

Select if a document requires a notary signature.

Pay-App Invoice Cover Sheet

Defaults to None.

None—Choose this setting if a cover sheet is not required.
Standard—Choose this setting to automatically generate a cover sheet populated with information from the GC Invoice Settings section.

SP-Work Invoice (Self Performed Work Invoice)

Defaults to None.

None—Choose this setting if an SP-Work Invoice is not required.
Standard—Choose this setting to automatically generate the SP-Work Invoice.

Subcontractor Settings

Identify documents Subcontractors must submit to the General Contractor.

Invoice

Defaults to G702/703.

Sworn Statement

Defaults to None.

Conditional Lien Waiver

Defaults to None.

(Unconditional) Lien Waiver

Defaults to Generic Lien Waiver.

Lien Waiver with Contractor Affidavit
Contractor Affidavit Lien Waiver

Notary Required?

Select if a document requires a notary signature.

Pay-App Invoice Cover Sheet

Defaults to None.

None—Choose this setting if a cover sheet is not required.
Standard—Choose this setting to automatically generate a cover sheet populated with information from the GC Invoice Settings.

Draft Invoice

Defaults to G702/G703 Draft Invoice. This document is not seen by the Subcontractor. It is used only to show invoice modifications when printing draft invoices with draw documents.

Tips

Some lien waiver documents include a function that triggers the Record Sub-Tiers tab for Subcontractors during their Billing Workflow. The tab requires Subcontractors to list their suppliers.
The View Sample button allows you to see an example of the document.
Custom documents can be added to the drop-down menus.
Need a custom document? Contact your Textura implementation team before setting up a project if you think you need to use custom documents.

Sub Tier/Manual Sub Settings

Identify documents Sub-Tier Subcontractors must submit to the General Contractor.

Contact your Textura implementation team if you think you need to use this setting.

Conditional Lien Waiver

Defaults to None.

(Unconditional) Lien Waiver

Defaults to Generic Lien Waiver.

Lien Waiver with Contractor Affidavit
Contractor Affidavit Lien Waiver

Contract Specific Document Sets

Create a unique set of documents you can assign to an organization participating on your project. These documents, at minimum, include an invoice and unconditional lien waiver. If required, you can also include a sworn statement, conditional lien waiver, pay-app cover sheet, and draft invoice. Document sets enable you to offer a different group of documents to specific contracts than the documents otherwise assigned to your organizations by default.

Select the document sets link to navigate to the Document Sets page.

General Contractor Invoice Remittance Information

Enter the company and the address information that will be used to populate invoice cover sheets and custom documents.

Next: Lien Waiver Settings