Compliance Menu Overview for General Contractors

Use the Compliance Menu to manage document compliance, lien waivers, and Manual or Lien Waiver Only Sub-Tier Subcontractors.

View Document Status: See document compliance for the project.
Edit Document Status: Track and update legal document status.
Set Up Document Requirements: Set up document compliance tracking.
Supplier Tracking: Access a dashboard of all Subcontractors and Sub-Tier Subcontractors working on the project and their Diversity, Equity, and Inclusion (DEI). View classification documents, approve or override Subcontractor DEI values, and create supplier tracking programs.
View Lien Waiver Status: See lien waiver status for project participants.
Manage Lien Waivers: Review and update Subcontractor and Sub-Tier lien waiver status.
Manage Lien Waivers by Draw: Review and update Subcontractor and Sub-Tier lien waiver status by draw number. This link is displayed only if there are draws for a subcontract.
Edit Sub-Tier: Change details for a Sub-Tier Subcontractor or Manual Contractor.
Track Offline Notary: Only available when you allow the bypass electronic notary workflow on a project. Use the Track Offline Notary page to view and approve the notarized documents submitted by your Subcontractors.