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How to build and exchange custom lien waiver forms through zlien

Posted by Sarah Toulmin

2/21/18 9:30 AM

zlien enables anyone to sign and request lien waivers on projects. If you're working in one of the 12 states with statutory lien waiver formszlien will automatically suggest that state's statutory form for you. In other states, zlien offers a simple, standard template or the ability to build and exchange your own custom waivers using our Template Builder!

Our Template Builder allows you to create and save dynamic waiver templates, which means they will auto-populate with project data that's already in zlien. This eliminates the process of printing waivers and filling them out manually for each job. If you have your own waiver form that you like to use, or if you're working with customers always request your signature on their custom waiver forms, try building them in zlien to faciltate faster exchanges.

how to build a custom waiver template in zlien

Login and navigate to Documents > Templates > click the green NEW TEMPLATE button.

1. Template characteristics

Selecting a state, payment status, payment type, or any other Template Characteristic is optional. If you make any selections, your waiver template will only be available in situations that meet those parameters.

The options for Drag and Drop Placeholders will also vary depending on the state and waiver type associated with your form. If you want to see the full suite of options available, we recommend not selecting a state or waiver type in the Template Builder page.

Finally, if your waiver form requires notarization, be sure to check the box for Requires Notary so that a basic notary block will be available in the Drag and Drop Placeholders section of the Template Builder.

2. Customize the language and formatting on your waivers

Not sure what language to include or avoid? You can copy and paste language from PDF or word documents if you're modeling your template off an existing waiver form. We also recommend these resources:

3. Use our Drag and Drop Placeholders to make the template dynamic

The options for Drag and Drop Placeholders will vary depending on the state and waiver type associated with your form. If you want to see the full suite of options available, we recommend not selecting a state or waiver type in the Template Builder page.
Drag and drop placeholders appear in yellow and can be moved about the formScreen Shot 2018-02-16 at 12.54.15 PM.png

Any placeholders classified as "Contacts Attributes" or "Projects Attributes" will automatically populate on each waiver using project information that's already entered into zlienAny placeholders listed under "Dynamic Extra Fields"  will be required to be filled in when you're generating waivers (indicated in green box in screenshot below):

Screen Shot 2018-02-20 at 10.41.19 AM.png

frequently asked questions

Q: What do I do if I can't find the dynamic placeholder I need?

If there is certain information that you want to customize on each waiver form but zlien does not offer a dynamic placeholder for that specific information, you can substitute any "Dynamic Extra Field" as a placeholder. The type of placeholder will not appear on the waiver itself; the only information that appears on the waiver is whatever you type in that dynamic custom field. So long as you and your team know how to put the correct info in that field in zlien (for example: Your team uses the Amount of Payment Received placeholder to actually indicate the amount of your lien waiver) then the waiver form sent to the recipient will be filled out correctly.

Please submit feedback to our product team using the Feedback button in the app if we can improve our selection of dynamic placeholders!

Q: Can I upload my logo to my waiver template?

Our Template Builder does not currently support the upload of any image files to waiver forms.

Q: How can I test my waiver to make sure it is properly set up?

You can generate waiver drafts as a test. Hover over "Create" in the menu on the left side of the page > select Document > select Lien Waiver > select a project > choose the waiver purpose and type that you would normally select when using this particular template (For example, are you waiving lien rights? Are you using the form to request signatures from subs or suppliers?).

On the next step, click "Select a different template" under the zlien Standard Template header on the right. Select the correct waiver template from the dropdown menu and click NEXT.
Screen Shot 2018-02-20 at 11.10.01 AM.png

If you are requesting a signature: On the final step, before clicking Create Document, make sure to uncheck the blue checkbox for any email recipients. When you click Create Document, it will generate a draft that you can print or download.

If you are applying an electronic signature to waive your lien rights: Choose the Download + Sign or Neither option before clicking the green Create Document button. This will generate a draft waiver.

Q: What if I have other questions about using the Template Builder or exchanging waivers through zlien?

We're here to help! We have written and video tutorials in our Help Center under zlien University which explain many of zlien's waiver functionalities.  You can also use our in-app chat feature, call 855-927-2737, or email mail@zlien.com to connect with a member of our support team. 

Topics: training, waivers