Changing Default Waiver Forms

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Changing Default Waiver Forms

 

You can change the Waiver Forms printed for the vendor when a lien waiver is generated. By default, Greenlight CM™ will automatically use the waiver forms set up on the job record.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.In the left navigation bar, click on a vendor.
 
The following screen displays with the Vendor Info tab active:
 
GreenlightVendorLienWaiverVendormainscreen-mh
 

4.Click the Lien Waiver Config tab.
 
The following screen displays:
 
GreenlightVendorLienWaiverVendorLienWaiverConfigtab-mh
 

5.Locate the Default Waiver Forms from Job checkbox.

6.Remove the checkmark.

7.For the Form Type, use the associated Default Forms field dropdown to select the custom form.

8.Click Save, GreenlightSavebutton-mh.