How do I delete an e-signature document from an offer? (e-sign, esign, hellosign, hello sign removal)

Modified on Wed, Feb 23, 2022 at 10:50 AM

E-Sign Templates can be modified, replaced, or removed from an offer. 


To remove a template, follow the steps below: 

  1. Select Offers from the left menu
  2. Click into the Offer you would like to update
  3. Choose Investor Flow from the left menu
  4. Click on gear icon available on the E-Sign Document step
  5. Use the trash can icon to remove a template
  6. Click Save Changes




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