Track Offline Notary Table Fields for General Contractors

Subcontractor

The name of the Subcontractor organization who 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 you 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 documents awaiting your General Contractor approval show a Pending Approval status in blue.

Actions

Options here depend upon whether or not 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 select the download button to 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.