Permanently Delete a Spouse from the Portal

Wendy Claypool -

To permanently delete a spouse from the Portal -

  • Go to the Client tab
  • Select a client
  • Scroll down to the bottom of the page and click Profile
  • Click the edit button to the right of Status
  • From the drop down menu select "Delete"
  • A Warning Message will Display
  • Click Save Changes.

EXAMPLE 1

EXAMPLE 2

 

After you click save changes, the client view will refresh, the spouse tab will go away, and the + for Add Spouse will re-appear.

Note - If there is an eSign in progress with a spouse signature request, the system will not allow you to delete the spouse.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk