Workflow for Serial Approval on Invoices Bypassing Electronic Notarization

The workflow for approving invoices which bypassed electronic notarization is similar to that of approving an invoice notarized on TPM. These invoices still require multiple invoice approvers to approve it in a specified order.

  1. The Subcontractor signs and submits an invoice, unconditional lien waiver, and any other required document, choosing to bypass electronic notarization.

    Note: Subcontractors can only bypass electronic notarization on subcontracts which use the Subcontractor may bypass Electronic Notarization setting. See the Track Offline Notary for General Contractors topic for more information on how to track invoices bypassing electronic notarization on TPM.

  2. TPM will prompt the first signatory approver signer to approve the invoice packet. After the first Approver signs and approves the invoice, the second Invoice Approver will see a task to approve the invoice packet.

    See Applying Serial Approval for a more in depth look at how to approve an Invoice with the Signatory Serial Approval method.

  3. The Subcontractor prints their invoice and signs and has their document physically notarized.
  4. Once the Subcontractor has the document notarized, the user will scan and upload the invoice back into TPM.
  5. You approve the uploaded PDF.
    • This is a single approval to verify the Subcontractor uploaded the correct document.
    • The status of the document changes from Pending Approval to Approved on the Track Offline Notary page.
    • TPM combines the original document with your signatory serial approval signatures and the uploaded PDF into one file. This way, you have everything in one place.
    • This approved, combined document will be included in your documents on the Print Draw Documents page.

    See the Track Offline Notary for General Contractors topic for more information on the bypass electronic notarization workflow.