Documents

Use the Documents page in Textura to see a list of documents your organization can select when choosing sworn statements, lien waivers, invoice documents, and unconditional lien waivers for a project.

Only users with Documents permissions will see this option in their Tools menu.

Documents FAQs

What is a legacy document?

Legacy documents are those which were developed without using the Documents tool. 

When previewing templates, why is my project drop-down list different than that of another Documents user at my organization?

The only projects users can preview are the same projects they have permission to access in Textura Payment Management. Permissions in Textura are unique to each individual organization user. Access to projects in Documents is determined by which permissions you were assigned on the User Roles and Edit User pages.

Why can I not see signatures on my previews?

Documents will pull document samples for previewing, but they are not physically signed documents. To see where signatures would be placed on the template, select Highlight Signatures when selecting your preview criteria. This will show yellow markers for each signature on the document template in your generated sample.

How long will generated samples remain available?

Your most recent 20 generated samples will appear in your Preview Archive for the length of your Documents user session.