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 check box.

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.