One of the biggest problems our users encounter before using Contract Simply is document management. We take care of that for you! All of your lien releases are available for viewing by draw, and organized by type and contractor.
To begin, select "Draws" from the top navigation bar.
On the next page you will see a list of draws for all of your projects. Draws that are "Pending Approval" show up at the top of the page and a list of "All Draws" appears below.
Select the draw with the lien you'd like to view. This will bring you to the draw summary page. Scroll to the bottom to view the status of actions that can be taken on that draw.
You'll notice that the actions that are completed will display a green checkmark icon. Incomplete actions will display an orange warning sign.
To see the lien release, click the "Conditional Lien Releases Submitted" link.
On the next page, you will see a list of contractors and subcontractors with invoices in this draw. A PDF copy of each lien release will become available upon signature or upload by the contractor. When the document icon turns blue, it is available for you to click on to view, print, or save to your computer.
Conditional lien releases are required by contractors and subcontractors when the invoice is submitted, and unconditional lien releases will not be available until the funds are released and the subcontractor claims them. This is why it is important that payment is facilitated through the Contract Simply application.
We're here to help! If you have any questions, please feel free to reach out to us directly at email@example.com or 1-833-4SIMPLY.