How to Remove Agents from the Digital Signature Drop-Down for Lessors

If you are an Admin looking to manage user permissions related to digital signatures in lease agreements, this guide will help you understand how to remove agents from the digital signature drop-down specifically for lessor roles.

Step-by-Step Instructions

1. Identify Users Needing Permission Change

The first step is to identify which users need their "Dig Sig Lessor Agent" permission removed. This action will prevent them from appearing as options when signing documents as lessor agents while still allowing them to sign as sellers.

2. Prepare Your Request

You will need to compose an email addressed to Support with a clear request regarding the removal of permissions. Ensure that your email includes:

• A subject line indicating it’s a permission change request (e.g., "Request for Removal of Dig Sig Lessor Agent Permissions").
• A list of usernames or profiles that require changes.
• Your contact information for any follow-up questions.

Example Email Template

Email Subject: Request for Removal of Dig Sig Lessor Agent Permissions

Dear Support Team,

I would like to request the removal of the "Dig Sig Lessor Agent" permission from the following user profiles:

- User 1
- User 2
- User 3

Please let me know if you need any further information.

Thank you,
[Your Name]
[Your Position]
[Your Contact Information]

After Submission

Once you've sent your email, allow some time for processing. The support team should confirm once they have made the necessary adjustments and inform you about any additional steps if needed.

Conclusion

This process ensures that selected users can continue fulfilling their roles without being listed under lessor agent options during electronic signatures on leases. For further assistance or inquiries, feel free to reach out again!