Removing or De-activating recipients

Recipients can only be removed or deleted from a Standard Package if the package has not yet been issued. Once a Standard Package has been issued, recipients can be made in‑active within the Standard Package. This will ensure they will not receive any further notifications such as Addendums.

To de-activate recipients:

1. Open the Standard Package from Sent Items.

2. Click the Recipients tab and locate the Recipient to be removed. Un-tick the Active tick box located to the right.

   

3. This will stop any future addendums being sent to this recipient.

4. Click Yes when prompted.

   

A recipient can be made active again by ticking the Active box in the Recipients tab. A prompt will then ask if notifications sent while the recipient was inactive should now be sent through. Choose Yes or No.