Package and send

The numbered steps across the top of the pay application show where you are. After you Finalize (step 2):

1. Lien waiver (step 3). Check the waiver that was picked, fill it in on screen if needed, and use Add signature to place your saved signature on the line.
2. Additional documents (step 4, optional). Add anything extra the GC asks for with Add additional docs: photos, a COI, invoices, forms. Drag files into the box, or click Choose files, or pick documents already on the project.
3. Build package (step 5). Click Build print package. You get one PDF: the application (G702), continuation sheet (G703), filled lien waiver, then the additional documents. Check it, then Approve final package.
4. Send (step 6). Click Email to contractor. The email comes from your company name with the package attached; change the To, CC, BCC, subject or message as you like. When the contractor replies, it goes to you. Prefer paper? Print the package instead, or use Download email draft to send it from Outlook or Mail.
5. Complete (step 7). Mark it complete once it's sent (the email can do this for you).

If the contractor requires notarization, print the package and have it notarized.

Changed something after packaging? Click Rebuild print package and approve it again.