About Organization Level Holds

As a General Contractor, you can place an organization level hold. It is a hold applied to all contracts your organization has with a Subcontractor. It will not change any document compliance or lien waiver compliance holds already in effect for a Subcontractor.

There are two types of organization level holds:

Manual—Place a manual hold using the Manage Organization Level Hold link on the Subcontracts by Organization page.
Automatic—An Automatic Hold is triggered when a Subcontractor changes key organizational data.

Automatic Organization Level Holds

The Automatic Organization Level Holds will be placed when a Subcontractor changes key organizational data. Key organizational data includes the following fields:

Organization Name
Tax ID
Bank Country
Bank Account Number
Bank Routing Number.

When a Subcontractor changes one of these fields, Enterprise and Local Administrators for both the General Contractor and the Subcontractor receive email notification that an automatic hold has been placed.

Next: Viewing Organization Level Holds