Removing or Deactivating 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 inactive within the standard package. This will ensure they will not receive any further notifications such as addendums.

Deactivate recipients from the Sent Items folder of the Packages module. You can deactivate recipients for a single package or for multiple packages in bulk.

Remove a recipient

1. Open the package.

2. Click on the Recipients tab.
   

3. Select the recipient and click the minus icon.
   

4. Click Yes.
   

 

Deactivate recipients from a single package

1. Open the package.

2. Click the Recipients tab.
   

3. Select the recipient and deselect the Active check box.
   

4. Click Yes.
   

Deactivate recipients from multiple packages

1. On the Sent items register, select multiple packages.

2. Go to Actions > Admin, and then select Make recipients inactive.

3. In the dialog box, use the radio buttons to display All contacts or Roles, and then select the names of the recipients to remove.

4. Click Save. The recipients are removed from the package.