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Rolling Out zlien: Communicating the Benefits

Best Practices for Sending Electronic Documents in zlien

Posted by Olivia Huppman

12/13/17 9:33 AM

Sending documents electronically is good for you and good for your document recipients. Paper mail takes a few days to arrive, but electronic documents are sent and received as soon as your document is ready. You can also track the status of documents sent online to instantly see when they have been delivered and opened, and you get to skip postage fees! 

The people receiving your documents also benefit when you send them online. They can access, save, and collaborate on documents online to skip the hassle of printing, scanning, and sorting through piles of paperwork. 

Ready to send your waivers and notices electronically? Here are some tips and tricks to get you started: 

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Topics: client success, Best Practices, customer relationship

How to Make Document Exchanges Better for the People You Work With

Posted by Olivia Huppman

12/13/17 9:24 AM

We know know how important your relationships with vendors and customers are to your business. When you send documents through zlien, we want to make sure the recipients have a positive experience and get value from the information you share. 

We've made it easier than ever for the people who receive your zlien documents. Now they can easily access, save, and communicate about documents online. This article outlines some of the ways you can make life easier for the people you work with by sending electronic documents through zlien.

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Topics: client success, Product Releases, Best Practices, customer relationship

New to zlien? Here's What to Do When You Receive an Electronic Document Sent via zlien

Posted by Olivia Huppman

12/8/17 8:53 AM

New to zlienThousands of contractors use zlien to manage the paperwork surrounding payments and lien rights on construction projects, so there’s a good chance you’ve received - or will receive - a notice, waiver, or other document sent by a company using zlien.

Many zlien users send documents electronically to speed up exchanges and to simplify the transfer of important project information. Here’s what to do when you receive a notice or waiver sent electronically via zlien so you can easily access the document, save it to your records, and take next steps.

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Topics: client success, customer relationship

Top 5 zlien Resources to Read & Share with your Team

Posted by Charlotte McPherson

11/30/17 7:57 AM

When it comes to educating yourself and your team, there are so many places on zlien.com to find information.  We have thousands of pages of content. That’s helpful when you’re looking for something specific because chances are we have you covered, but how do you know where to start? That’s why I’ve compiled a list of the top 5 resources for you and your team.

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Topics: Best Practices, customer relationship, preliminary notices

What your Customer Service & Support Teams need to know about zlien documents

Posted by Gretchen Lynn

10/5/17 8:40 AM


If your company has a dedicated support or service team, they are likely receiving calls and emails from your customers or other project participants regularly.  The support interactions could range from questions about your product or services, to invoice disputes or even questions about documents they received.  The documents could be preliminary notices, notices of intent to lien or perhaps an actual mechanics lien claim.  Although you and your department may be responsible for managing the lien and notice process, you may not always be the first person or department contacted regarding your liens and notices.

In this article, we'll help you best inform your company and cover what your Customer Service and Support Teams need to know about  zlien documents. 

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Topics: client success, Best Practices, customer relationship

Steps to take in zlien after you get paid on a job

Posted by Gretchen Lynn

8/29/17 10:35 AM


You just received final payment on a job!  First, you do a happy dance!  Second, you have to close out this job on your end.  Here are some tips and steps to take in 
zlien after you get paid on a job.  You can insert these easy steps into whatever workflow your company already has in place to help you get the job done quickly! 


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Topics: Best Practices, customer relationship

4 Tricks to personalize your zlien account

Posted by Gretchen Lynn

8/4/17 10:02 AM



We've got many tips and tricks up our sleeve to help our customers customize their account and get the most value out of  zlien.  Whether you want to have special ordering preferences do the job for you, or personalize the mail you send through  zlien, in this article we'll cover 4 tricks to help you  personalize your  zlien account. 
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Topics: Best Practices, customer relationship, new zlien

3 Strategies for Explaining Your Lien and Notice Policy to Your Customers

Posted by Sarah Toulmin

7/25/17 11:17 AM

Protecting your lien rights doesn't have to put a strain on your customer relationships. The reality is that notices are sent primarily for the benefit of your customer and parties up the chain. If you can communicate your policy well, your customer relationships will grow stronger as a result. Follow these three tips for explaining your policy to customers to ensure mutual understanding and positive relationships.

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Topics: Best Practices, partnerships, communicate, customer relationship

How to Roll Out Your Lien and Notice Policy to Your Coworkers

Posted by Sarah Toulmin

7/24/17 1:43 PM

So you're ready to kick off your notice policy and start being proactive about protecting your lien rights! Congratulations - this is something to celebrate, and we're here to help you do it.

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Topics: training, client success, Best Practices, customer relationship

5 Awesome Reports You Can Pull in the New zlien Platform

Posted by Sarah Toulmin

7/11/17 11:35 AM

Feature improvements in the new zlien platform make finding and organizing your data easier than ever. We've been so inspired by the creative reports our customers are generating using our new smart filters, customizable table columns, and custom CSV exports that we decided they were too good not to share!

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Topics: client success, Best Practices, customer relationship