Send lien waiver templates to team for review

Your new lien waiver templates can sit unreviewed in folders, delaying subcontractor payments and project closeouts. They are routed to ops and billing for same-day review.

Workflow preview:

Zap details:

Overview

When lien waiver templates land in a shared folder they can go unnoticed and stall subcontractor payments. This routes matching PDFs instantly to operations and billing so files are reviewed same day and payments can move forward.