Organizing with Saved Projects
What are Saved Projects?
Saved Projects are folders that store the property details for a specific job: the site address, owner name, general contractor (GC), and other fields that appear on every waiver you generate for that project.
Once a project is set up, selecting it on any waiver form pre-fills those fields automatically. This matters most when you're generating multiple waivers against the same job over time — monthly progress waivers, for example, or waivers for different pay applications on the same site. You set the details once; LienWaiver.pro fills them in every time.
Projects also give you a central place to see all waivers tied to a job: waivers you generated, Send & Sign requests you sent out, and waivers you've received from subs.
Creating a project
- Go to Projects in the left sidebar.
- Click New Project.
- Enter a project name (e.g., "123 Main St Renovation" or "Riverside Office Phase 2") and an optional description.
- Click Create Project. You'll land on the project page.
- Click Add Details in the Project Details card to fill in the property fields.
You can also create a project on the fly from the waiver wizard or the Send & Sign form. Both forms have a project selector at the top with a "New Project" option that creates the project and selects it in one step.
Project fields and what they pre-fill
When you add details to a project, each field maps directly to a field on the waiver form:
| Project field | Pre-fills waiver field |
|---|---|
| State | State selection (also sets available waiver types) |
| Project Address | Project address |
| Owner Name | Property owner |
| GC / Contractor Name | General contractor / contractor name |
| County | County (required by statute in some states) |
| City / Town | City (required by statute in some states) |
| Property Description | Legal description (required by statute in some states) |
| Default Waiver Type | Waiver type selection |
Fields marked "required for [state]" are mandated by that state's lien law. Georgia requires county; Texas requires county and city. When you select a state in the project form, those fields show a badge so you know what to fill in before waivers will generate without blanks.
The Default Waiver Type is optional but useful if a project consistently uses the same type. Set it once and LienWaiver.pro selects it automatically each time you use that project.
Using projects to speed up repeat waivers
The main payoff is on jobs where you're generating waivers repeatedly. Instead of retyping the owner name, site address, and county on every waiver, you:
- Open My Waivers (or Send & Sign) and start a new waiver.
- Select the project from the dropdown at the top of the form.
- The address, owner, GC, and other saved fields populate immediately.
- Fill in the waiver-specific fields (claimant name, amount, through-date) and generate.
The project-level details stay constant across waivers; you only enter what changes with each payment.
If a project's details change mid-job (the GC is replaced, for example), update the project profile once. That change does not retroactively edit past waivers. It only affects new waivers generated after the update.
Archiving completed projects
When a job wraps up, archive the project to keep the Projects list clean. Archiving hides the project and its linked waivers from default views but does not delete anything. You can unarchive at any time from the archived projects view.
Deleting a project is permanent and removes all linked waiver records. Use archive unless you're certain the records aren't needed.
Next steps
- Send & Sign: Sending Waivers for E-Signature: learn how to send a waiver request to a sub using a Saved Project to pre-fill the form.
- Setting Up Your Company Profile: pre-fill your own company details (claimant name, address, license number) so you don't retype them on every waiver.