Signing a Document
As a General Contractor Signer on the system, you can use the Review tab to sign invoice and draw documents. The system automatically displays each document that requires a signature on the Sign Billing Document card.
Note: The documents are required based on the Document Settings you selected on the Project Settings page.
Signing Billing Documents
- From either the Project Home or Tasks page, select the Sign Billing Documents link.
The Review tab in the Billing Workflow displays.
- Under the Billing Summary card, review the totals. To make changes, select the Re-enter Invoice or Edit Billing button.
- From the Sign Billing Documents card, select the Sign Billing Documents button. The document opens in the DocuSign portal.
- From the top of the DocuSign page, select the Continue button.
- (Optional) Select Start to help guide you through the signing process. Each time you apply your signature, a blue tab helps direct you towards the next step.
- Select the highlighted area in the document to apply your signature.
- Continue through all of your documents, applying your signature to all highlighted fields.
- After you apply your signature to all of the highlighted areas, select the Finish button at the top of the page.
Note: If a document requires notarization, you will see Notary login information. Your notary will need to log in before you can proceed with signing.
See Electronic Notarization on TPM for General Contractors for the steps the Notary must follow.
A Next Steps dialog box displays, confirming you finished signing your documents and displays your next tasks.
Signing Lien Waivers
- If you need to sign lien waivers, the Review tab displays with the Sign Lien Waiver card.
- From the Sign Lien Waiver card, select the Sign Lien Waiver button.
The lien waiver document opens in a DocuSign portal.
- From the top of the DocuSign page, select the Continue button.
- (Optional) Select Start to help guide you through the signing process. Each time you apply your signature, a blue tab helps direct you towards the next step.
- Select the highlighted area in the document to apply your signature.
- Continue through all of your documents, applying your signature to all highlighted fields.
- After you apply your signature to all of the highlighted areas, select the Finish button at the top of the page.
When you finish, a Next Steps dialog box displays, confirming you finished signing your document and displays your next task.
Note: If you choose to re-enter your invoice, all signatures on the pay application are removed. All documents must be re-signed when the pay application is resubmitted.
Last Published Wednesday, August 7, 2024