Manually Create a Customer Lien Notice

Create a customer lien notice to notify a customer about a lien for project work to be completed.

If needed, you can select internal users who should review the lien notice. Reviewers should use the steps outlined in the Review and Approve Liens topic to review a lien notice. Once you have created the lien notice, you can create a PDF file of a customer lien notice form that you can view, print, or attach to an email.
Tip: You can also automatically create a customer lien notice. See Automatically Create a Customer Lien Notice for details.
  1. On the Enter Customer Lien Notice & Release screen, enter the details of the lien notice.
  2. Select the users and/or the document routing distribution group that will review the lien notice.
  3. If needed, contact the reviewers to advise them to review the lien notice.
  4. Periodically view the status of the document routing for the lien notice to monitor the review process.
  5. Once the lien notice is approved, manage the lien notice and the PDF file. You can view it, print it, or attach it to an email.
  6. View the details of the lien notices created.
  7. View the details of the lien notices created. Send email with multiple lien notice PDF files attached.
After you create a customer lien notice, you may want to Run Project Reports.