In order to manage your Lien Law Documents in RedTeam Flex, you must first configure the various aspects of the Lien Law Claims. This configuration requires you to set up the following in the Configuration menu:
Lien Law Venues: the area(s), typically states, in which you do business
Lien Law Forms: the document(s), such as Lien Waivers and Notices to Owner, that you will upload and track in RedTeam
Lien Law Standing: the status, i.e. 2nd Tier Subcontractor, of the claimant for which you are uploading a document.
1. Configure Lien Law Venues
Lien Law Venues are the regions or areas, typically states, where your company does business and requires the tracking of lien law notices, claims, releases, and waivers.
If you work in multiple states, you will need to set up each state as an individual Venue in the Configuration menu. Once you have these Venues set up, your configuration team will help to configure the Forms for each of these Venues. It will be important at that time to know which documents, such as claims, demands, notices, releases, etc. each state or Venue utilizes so you can set them up in the Lien Law Forms section of the Configuration menu.
First, see below to set up the Venues.
Steps:
From the Configuration menu, in the Projects section, click on "Lien Law Claims" to expand the list then select "Lien Law Venues"
Click the Add (+) icon
Fill out the required information that are designated by an asterisk next to them.
Click "Save"
2. Configure Lien Law Standings
Lien Law Venues are the regions or areas, typically states, where your company does business and requires the tracking of lien law notices, claims, releases, and waivers.
If you work in multiple states, you will need to set up each state as an individual Venue in the Configuration menu.
Once you have these Venues set up, you can also configure Lien Law Standing categories to allow you to select the standing of each claimant as you enter their Lien documents into RedTeam. See below for instructions on how to create and manage Lien Law Standings.
Steps:
From the Configuration Menu, Open the Lien Law Claims drop down and select "Lien Law Standing"
To add a new Lien Law Standing, click the New (+) icon
Fill in the required information & click "Save"
To Edit or Delete a Standing, click the Tools Icon and select Edit or Delete (Delete will not be available if the standing has been used in a project)
To inactivate a Lien Law Standing that can no longer be deleted, click the Tools icon, select Edit, and uncheck the box marked "Active"
Click "Save"
3. Configure Lien Law Forms
Lien Law Venues are the regions or areas, typically states, where your company does business and requires the tracking of lien law notices, claims, releases, and waivers.
If you work in multiple states, you will need to set up each state as an individual Venue in the Configuration menu.
Once you have these Venues set up, your configuration team will help to configure the Forms for each of these Venues. It will be important at that time to know which documents, such as claims, demands, notices, releases, etc. each state or Venue utilizes so you can set them up in the Lien Law Forms section of the Configuration menu.
To configure and manage your Lien Law Forms, see the steps below.
Steps:
From the Configuration Menu, open the drop down for Lien Law Claims and select "Lien Law Forms"
To add a new type of Lien Law Form, click the New (+) icon
Fill in the required information regarding the new form and click "Save"
To Edit/Delete a Form, click the tools icon and select the appropriate option (delete will not be available if the form has been used on a project)
To Inactivate a Lien Law Form that cannot be deleted, Click the Tools, Icon, select Edit, then unselect the checkbox labeled "Active"
Click "Save"