Documents Settings for Owners

General contractor controls document settings

Select this option to have the General Contractor choose which documents both their own organization and Subcontractor organizations need to sign when submitting an invoice.

Show all documents

Select this option to show all documents available on the application. These include documents which are not in the same country as your bank.

General Contractor

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.

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 General Contractor Invoice Settings section.

Self-Performed (SP) 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

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.

Conditional Lien Waiver

Defaults to None.

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 General Contractor 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.

Sub Tier / Manual Sub

Conditional Lien Waiver

Defaults to None.

Unconditional Lien Waiver

Defaults to Generic Lien Waiver.

Next: Site Information Settings for Owners