How do I delete an e-signature document from an offer? (E-Sign, Esign, WealthSign, WealthSign Removal)

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
   • Once your template has been removed, you can click Add an E-Sign Template to choose another one
6. Alternatively, you can click the X icon on the E-Sign Document step if you do not want to include signing in the flow
7. Click Save Changes