When you generate a lien waiver record, Greenlight CM™ systematically populates the Through Date field based on what is entered on the Lien Waiver Config tab. You can set the Through Dates to automatically pre-fill for the end of the current month's date or enter any date during the current month.
Note: Through Dates fields can always be manually edited in the Lien Waivers tab at any time, or after a lien is generated.
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight.
The main screen displays with the Dashboard tab active:
3.In the left navigation bar, click on a job.
The following screen displays with the Job Info tab active:
4.Click the Lien Waiver Config tab.
The following screen displays:
5.Locate the Through Dates column.
6.If you want to have the Through Dates pre-fill for the end of the month, click the Month End radio button for each active waiver form.
If you want to have the Through Dates pre-fill for a specific date in the current month, click the Day of Month radio button for each active waiver form and in the adjacent field, enter the date (for example, 15 for the 15th of the month).
7.Click Save.
