Upload Signed Lien Waivers for Subcontractor Invoices

Objective

To upload a signed lien waiver for a subcontractor invoice as an invoice administrator. 

Background

When a first-tier subcontractor signs a lien waiver in paper format, instead of the e-sign method, the subcontractor may email the signed PDF or provide a paper copy to the general contractor. If the general contractor uses Procore Pay to pay invoices, they will want to keep a copy of the signed invoices as a record with the invoice. Users can upload a PDF copy of the signed lien waiver in Procore to do this. Once uploaded, payors can keep the signed waiver on record with the invoice and view it as needed.

Things to Consider

• Required User Permissions

Prerequisites

• Collect a signed lien waiver from a payee in paper or PDF format. It is common for payors to require payees to email the completed lien waiver. 
• If you received a copy of the signed lien waiver in paper format, you must scan the PDF to create a digitized copy to upload. 

Steps

1. Create a new invoice or open an existing one.

    Tip

   How do you create a new invoice? The steps you follow in your environment depend on your role and the permissions you've been granted to the Invoice Management tools in the payor's Procore project. See Create a Subcontractor Invoice. 
2. In the invoice, scroll to the Lien Waivers card. 
3. Under Your Lien Waivers, locate the correct subcontractor invoice in the Pending Signature status.
4. Click the Upload button.
   This opens the Upload Document window.
5. In the Details pane, choose one of these options to complete the upload:
   • Click the Select File button to select the signed lien waiver file from your computer or network.
     OR
   • Drag and drop the signed lien waiver  
6. Click Submit.
   Procore changes the status of the lien waiver from Pending Signature to Completed.

Next Step

• View Signed Lien Waivers on Project Invoices

See Also

• Manage Lien Waivers on Project Invoices