How to check the status and download or upload lien waivers in Beam?

📌 Overview

Beam allows you to handle lien waivers efficiently by collecting e-signatures from subcontractors before initiating payments and attaching signed waivers to client invoices. This guide walks through how to confirm the status, how to download the files and how to upload signed waivers that were not executed through the platform.

🧾 👷 Lien Waivers to Subcontractors and Vendors

1. Navigate to the Project

• Click on Bills in the left hand menu:
  
  • You will see an column for Lien Waivers with either a warning or a green check mark
  ⚠️ If you do not see this column, it is likely that collection of Lien Waivers is not turned on for the project

2. Open the Bill in question

• Click on the Lien waivers tab to see the status
  
  • The waiver will be bolded and have a timestamp if it has been signed. 
    
    

3. Download, upload the waiver, or send a reminder to sign

• Click ••• button to the right of the waiver
• Select the desired option (Upload, Download, Send email to collect signatures)

🧾 Lien Waivers for Clients

1. Navigate to the Project

• Click on Invoices in the left hand menu:
  
  • You will see an column for Lien Waivers with either a warning or a green check mark
  ⚠️ If you do not see this column, it is likely that Submit Lien Waivers for each invoice is not turned on for the project

2. Open the Invoice in question

• Click on the Lien waivers tab to see the status
  
  • The waiver will be bolded and have a timestamp if it has been signed. 

3. Download, upload the waiver, or upload sub-tier lien waivers

• Click ••• button to the right of the waiver
• Select the desired option (Upload, Download, Upload sub-tier lien waivers)

🧠 Need Help?

Need support with lien waivers in Beam? Contact us anytime or visit our Knowledge Base.