5 zlien Platform Features You Should be Using

Useful, yet commonly overlooked features

Thanks for joiningGretchen Lynn

zlien Director of User Success !

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Today’s Agenda

This slide deck & webinar recording will be emailed to all

Adding Trigger Dates!Setting Custom Workflows!Generating & Sending Waivers!Archiving Paid Jobs!Solving Research Notifications!

1: Adding Trigger Dates

What are trigger dates, and how are they useful?

Trigger dates = Project dates that help drive

deadlines / next actions

Most Frequently Used Trigger Dates

First Date Labor or Materials Furnished

Last Date Labor or Materials Furnished

Next Actions

First Date

Last Date

Preliminary Notice

Notice of Intent or !Mechanics Lien/ !Bond Claim

Where to add trigger dates?

Add Project Screen

Project Information Screen

2: Setting Custom Workflows

But First - what is a zlien workflow?

zlien WorkflowsUsers can set custom workflows based on historical data and user preferences to drive projects needing attention into their queue or completely automate a filing process - such as preliminary notices

Main Users Can Set Workflows

Segment Workflow Preferences by Action Type

3: Generating & Sending Waivers

– Let the zlien Dashboard generate the waiver text. You simply select the project, provide waiver details and click “Build.”

“Which lien waiver form should I use?” !

“Should I sign the waiver that my customer sent me?

Construction Payment Blog

Click Here to Read More: http://zlien.us/unfair-waivers

Once a project has been added to the zlien dashboard, users can generate & send lien waivers

anytime

Hover over “Add” and select “Add Waiver”

Is your customer or a General Contractor demanding that a waiver be notarized?

No problem - !

you can include a notary block anytime

Apply your signature or include a notary block

Send directly from your zlien dashboard

4: Archiving Paid Jobs

If a job is paid, then why do I need to archive it?

Can’t I just ignore the project?

Clear the clutter, and archive your paid jobs.

Click the Trash Can to Archive a project from your “Projects” or “Orders” tab

*This will not cancel an order or trigger a lien release

Projects Tab

OrdersTab

Have no fear, you can !still view archived project/ orders and restore if you archive !in error

View Archived Jobs Anytime

5: Solving Research Notifications

What’s a research notification?

If your project has missing data needed to file a document or should we find conflicting

data regarding property ownership and project type, then you will research a research notification.

Where will I see my notifications?Research notifications can come to you in 2 formats:

Support Email or Research Notification from our System

Depending on how quickly you reply will determine

how quickly your order is processed and sent

How to resolve

Thanks for stopping by a learning !more about this useful yet !often overlooked features