Document Sets for General Contractors

Document sets offer users with the Create Projects user permission flexibility and control over which billing documents organizations will interact with when working on your project. Either use a singular document set as a default for all on-system Subcontractors or Lien Waiver Only Sub-Tiers (LW Subs) or create and assign a unique document set to specific contracts.

Each document set for an on-system organization will include at least an invoice document and unconditional lien waiver option, but you can also include a sworn statement, conditional lien waiver, pay-app cover sheet, and draft invoice. A document set for LW Subs must include an unconditional lien waiver, but you can also require a conditional lien waiver.

Note: Only users with the Create Projects user permission can create, update, and view document sets. See the User Permissions List for General Contractors topic for more information on this and other user permissions available on the Edit User page.

Watch the Creating Contract Specific Documents video for how to create and assign document sets to specific contracts.