How to remove a signer from a signing

If you're starting a signing from a template, you may not need all of the pre-configured fields that are automatically present on the document. For instance, there may be tasks (signatures, initials, etc.) for two sellers on the document, but there is only one seller for the property.

Thankfully, the SmartMLS Sign platform makes it easy for you to remove a signer from a template.

When you are in the Signing Editor, go to the Signing Flow section on the right and click the Edit icon next to the appropriate Stage:

That opens the Edit Stage window. Locate the signer you need to remove (in this example, Seller 2) and click the delete icon :

The signer will immediately disappear from the window.

If you have not already done so, you can now proceed to enter the contact information for Seller 1 and click Save in the bottom right.

Once you're back on the template, you should see that Seller 2 has been removed:

You must now go to the fields that are associated with Seller 2 and delete them individually.

Click within any field that has a red exclamation mark and then click the delete icon :

Depending on the template, there may be several additional fields that must be deleted (each will have a red exclamation mark ):