You may occasionally need to add an additional Trimble Pay user to a project for the purpose of signing the documents pertaining to an Application for Payment.
Sometimes the person preparing an Application for Payment is not the person required to sign the applicable documents. For the purpose of this page:- the 'Preparer' is the user who compiles the invoice items
- the 'Submitter' is the user who eSigns the documents
The Preparer can take all of these steps to grant Signer/Submitter ability:- From your Dashboard, select the applicable project.
- Select the Members tab.
- Select Edit, located on the right-hand side of the screen.
A search bar appears.
- Use the search bar to find the Submitter's name or email address.
- Select Add to project.
- Select the Submitter checkbox.
- Select Save.
After the Preparer has entered and saved the billing values, the Submitter can then log in and proceed by selecting the Sign & Submit button. This will prompt the Submitter to sign all billing documents and thereby complete the bill submission process.If you have questions about entering and saving billing values, or about generating and signing documents, see Submit an Application for Payment.