Spotlight Form: Digital Lien Waivers

Simplify the collection of signed lien waivers with digital form sharing

Lien waivers can be frustrating. With paper forms and PDFs, the lien waiver process can result in significant delays due to form mismanagement, incorrect data entry, missing signatures, and lengthy delivery wait times. These delays, in turn, result in sluggish payments and frequent miscommunication.

Fortunately, with digital forms and data capture, your lien waiver workflow can be significantly optimized from distribution to authorization. This is made possible by a variety of features, including real-time access to submitted waivers, instant form routing to collaborators and administrators, automatic form uploads to connected systems, electronic Signature fields, and more. Explore the features and fields below for further insight into how digital forms can improve your digital lien waiver workflow.

Maintain the original formatting of your lien waivers

As of 2021, twelve states require that businesses use a specific lien waiver form or follow particular formatting guidelines. This can make it difficult for construction teams to find a digital solution that will incorporate the original form or formatting requirements mandated by their state. With GoFormz, however, your digital forms can look exactly like an existing work document, making it easy to leverage the efficiencies of digital features while adhering to state guidelines. Simply upload a PDF or JPG of the existing form, drag-and-drop fields onto your uploaded form, configure your form’s properties and automatic features, and your team can start filling out lien waivers using their mobile devices and computers. It’s that easy!
Learn more about digitizing your first form here >

Move forms and data between contractors and subcontractors in real-time

One of the most common frustrations resulting from the lien waiver process are the lengthy delays resulting from manual form delivery. With digital forms and data capture, submitted lien waivers can be instantly reviewed, routed, and processed, eliminating waiting periods and time-consuming administrative tasks. Leveraging integrations to your favorite applications, data can seamlessly move between contractors, subcontractors, and your critical business systems (like Procore, BIM 360, Microsoft 365, Quickbooks, and more).

Share links to your online forms with others

Leveraging our Public Forms feature, you can easily share links to your digital lien waivers with others, for them to fill out and complete online. When configuring your form link for sharing, you can easily configure what forms should be made editable and add an expiration date, allowing your operation control over how long a lien waiver can be accessed and submitted by external parties. This is especially useful when collecting a simple Signature from a collaborator while protecting form data from further editing or changes. Learn more about our sharing forms via the Public Forms feature >

Pre-populate lien waivers with project data

Digital lien waivers shared using our Public Forms feature or dispatched from an integrated application (like Procore or BIM 360) can be routed pre-populated with project information. This functionality minimizes the number of fields a recipient needs to complete, eliminating opportunities for human error while accelerating form completion. For many operations, this means a form can be dispatched with almost all of its fields pre-populated, requiring the recipient to simply add their Signature.

Capture signatures electronically

Collecting authorizations is an important piece of the lien waiver process. With electronic Signature fields and shareable digital forms, it’s easy for users to simply enter their signature and submit their waiver from any location. Leveraging digital lien waivers, your electronic Signature fields can be made Required, ensuring the field is completed before a form can be completed – meaning your team no longer needs to waste time hunting down neglected signatures. Learn more about electronic Signature fields >

Track lien waiver submissions in real-time

Finally, digital lien waivers grant your team further visibility into the lien waiver process. With real-time access to completed forms, your team can easily track lien waiver submissions and outstanding lien waivers, improving business agility and empowering your team to address missing waivers faster.

Key digital lien waiver features:

Electronic Signature fields - Capture Signatures from general contractors, subcontractors, and more with electronic Signature fields.
Online form link sharing - Share links to your online forms with others for them to fill out and complete from any location.
Date & Time fields - Configure your Date and Time fields to instantly populate when a new form is generated or when a Signature field has been completed.
Required fields - Ensure critical form fields are completed before a form can be submitted. This property can even be made dynamic.