Track Offline Notary Table Fields for General Contractors

Subcontractor

The name of the Subcontractor organization that uploaded an offline notarized document for review.

Subcontract

The name of the subcontract belonging to the Subcontractor.

Draw Number

The number assigned to a draw.

Draw Due Date

The date Subcontractor invoices were due for the draw.

Document Type

The type of document that was notarized offline. Document types include invoices, unconditional lien waivers, conditional lien waivers, and sworn statements.

Date Bypassed

The date the Subcontractor bypassed electronic notarization. This is also often the date they electronically signed the document in TPM.

Date Uploaded

The date you or the Subcontractor uploaded the notarized document to TPM.

Status

Shows the current status of the uploaded document. You can see if the Subcontractor still needs to upload a document, whether it is awaiting your General Contractor approval, and if you approved or rejected an uploaded document.

Each status is also represented by a color. For example: Documents which were not yet uploaded display a Not Received Status in red while uploaded and approved documents show an Approved status in green.

Statuses include:

Not Submitted: The organization has not yet uploaded a document. From the Actions column, General Contractors can send a completion request to the Subcontractor, upload a notarized document on behalf of the Subcontractor, or download an unsigned notarized document.

Waiting: A Subcontractor's uploaded document is available for review. From the Actions column, General Contractors can review a notarized document, upload a replacement notarized document if you previously rejected a notarized document, or download an unsigned notarized document.

Pending Approval: A Subcontractor uploaded their notarized document and it is awaiting review. From the Actions column, you can review or download the document.

Approved: An uploaded document is available and the General Contractor approved it. From the Actions column, the General Contractor can download the signed notarized document.

Rejected: An uploaded document was available, but the General Contractor rejected it. From the Actions column, the General Contractor can send a completion request to the Subcontractor, upload a new notarized document, download an unsigned version of the document, or view the notarized document's rejection information.

Any uploaded document with a Rejected status will include a Comment icon. Select the Comment icon to view the name of the user who rejected the document, the date of the rejection, and the rejection reason.

Rejecting a document will also assign a task and send a notification to the Subcontractor.

Actions

Options here depend upon whether you or the Subcontractor already uploaded a document. If a document still needs to be uploaded, you can select the Upload button to upload a file from this page. Once you have uploaded a document, the status will change from Not Received to Pending Approval in the Status column.

Before you upload a file, you can download a copy of the unsigned document. After you or the Subcontractor upload a file, you can choose to either download a copy of the uploaded file or the original, unsigned document from this button.

When there is an available, uploaded document, you will see a Review button. Use this button to either approve or reject it. If a notarized document is not available, you can select Send Request to prompt a Subcontractor to upload it.