Signing Documents for Subcontractors

To sign a document on the Review tab of your Billing Workflow:

Navigate to Your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.
  Notes:
  - The Enter Billing Details task remains available until the invoice is signed.
  - The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
  - If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Invoice link on the Tasks, Project Home, and Draw Home pages.
From the Review tab, select the Sign Billing Documents button.
- If your documents require optional fields, an Enter Optional Fields dialog box displays. Optional fields may include item codes for sworn statements or conditional lien waiver exceptions.
  1. (Optional) In the Enter Optional Fields dialog box, complete the fields required for your documents.
  2. Select the Save button.
- 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 Subcontractors for more information about the electronic notary process on TPM.
All documents requiring a signature open up in a DocuSign portal. Instructions appear at the top of the page.
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 your documents require notarization, the Review tab will display again. An electronic notary must complete the notary steps before you can submit your signed documents.

See Electronic Notarization on TPM for Subcontractors for the steps the Notary must follow.
- A success message displays, confirming you finished signing your documents.
- A green check mark displays along with a message with the date and time when you signed the billing documents displays on the Sign Billing Documents card.
- A Sign Lien Waiver card appears on the Review tab.
From the Sign Lien Waiver card, select the Sign Lien Waiver button.
The lien waiver document opens in a DocuSign portal.
Follow steps three through seven to sign the lien waiver.
Unsure about signing a lien waiver on the system? When you sign an unconditional lien waiver, it is placed in a secure electronic location. The signed version cannot be viewed or accessed until three days after payment has been disbursed. The General Contractor can only view an unsigned version of your unconditional lien waiver prior to payment.

Contact Oracle Support with questions regarding the lien waiver policy.

When you finish, a Next Steps dialog box displays, confirming you finished signing your document and sent your payment application forward for approval. You can navigate to additional outstanding tasks from this dialog box.

Next: Lien Waiver Policy