Here's a few reasons why you might want to make changes to your lien waiver templates:

  • You need to change the language on your template

  • You want to pull new information from your accounting or project management system onto the template

  • You want to create a new template

Follow these steps to make changes to your template:

1. From the main screen you will click the 'Menu' button in the upper lefthand corner, then select 'Templates'

2. You'll see a list of your templates here. Simply click the name of one you'd like to review or edit.

3. From here you can edit, add or make changes to your template (see notes on screenshot).

Awesome! After you have made any adjustments needed you can select the 'Toggle preview’ button from the toolbar in the upper left. This will show the finished product before saving. Once everything is updated, scroll down and click the 'Save' button at the bottom of the page.

Pro Tips:

  • You can copy/paste from an existing template to use as a base for a new template.

  • You can have multiple templates open at once using separate web browser tabs.

If you run into questions, feel free to click on the green chat bubble and someone will be there to help you.

Happy lien waivering!

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