Creating a Document Set for Owners

To create a document set while working as a General Contractor on a project:

  1. Navigate to the Document Sets Page
  2. Select the On-System tab to create a document set for your Subcontractors and any On-System Sub-Tiers working on your project.

    Note: If you need to create a set for a Lien Waiver Only Sub-Tier (LW Sub), select the Lien Waiver Only tab. You can only assign unconditional and conditional lien waivers to a document set for an LW Sub.

  3. Select the Add button.

    An Add Document Set panel opens on the right side of the page.

  4. Enter a name for your document set.
  5. Optional. Select the Filter by documents available for your organization’s bank country check box to limit the documents available for selection to those compatible with your banking country.
  6. Select an invoice document.
  7. Select an unconditional lien waiver.
  8. Optional. If applicable, select an option for the following documents:
    • Sworn Statement
    • Conditional Lien waiver
    • Pay-App Cover Sheet
    • Draft Invoice.

      Notes for all documents:

      • If the document allows notarization, a Notary Required check box displays. See Electronic Notarization on TPM for General Contractors for more information on how electronic notarization works in TPM. Though this is a General Contractor help topic, it applies to your TPM experience when your Owner organization acts as a General Contractor on projects.
      • If the document requires serial approval signatures a message about reviewing your approval method and approvers displays. Select the Learn More link to see a help page with different scenarios surrounding serial approval and the steps you should take when setting up approval.
  9. Select the Add button.
    • The document set displays in the Document Set table. If this is your first created document set, it automatically becomes the default set assigned to the organizations working on your project.
    • A Document Set Added message displays at the bottom of the page.
    • You can now add additional document sets or assign the document set to an organization.