Portal Lien Waiver Work Queue
The Portal Lien Waiver Work Queue allows users to view any Lien Waivers that were either Electronically Signed or uploaded through the Vendor Portal. This allows users to quickly view and verify the waiver document before accepting the document and received date within the Greenlight Application. If the Waiver was not properly uploaded, missing a signature or they used the incorrect form, the users can decline the documents and reset the Lien Waiver Record for the Vendor to sign or upload. This section will review how to use the Portal Lien Waiver Work Queue.
1) After a Vendor has uploaded/signed a Lien Waiver Form via the Vendor Portal, the Greenlight Application will sync the data and the Lien Waiver Document into the Application.
2) Click on the Portal Lien Waiver
Work Queue Button located at the top of the screen.
3) The Portal Lien Waiver Grid will display any new Waivers that have been uploaded/signed in the Vendor Portal. The Grid will contain a link that the user can click on that will direct them to the Vendor Record in the Application. The Grid will also display the Vendor Name, Job, Waiver Type, and the Submission date.
4) Click on the Document View Button to review the Lien Waiver document.
5) If the Lien Waiver document is correct and there are no issues, then click on the Green Checkmark Button. If you click on the button, the Application will accecpt the document and data. The Waiver Record will be removed from the Lien Waiver Portal Queue.
6)
If the Vendor uploaded an incomplete document or
the wrong form, users can reset the Waiver Record by clicking on the Red X
Button. The Application will ask you
if you would like to reset the form.
Resetting the form allows the Waiver Record to reopen on the Vendor
Portal so your Vendor can upload the correct form. If you click the No Button, the record will
be removed from the Greenlight Applciation and the Vendor Portal.
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