Removing People from a Loop

Removing someone from a loop will make it so you can no longer share documents or send messages to them in that particular loop. If you have already shared documents or sent messages to the individual you are removing, the loop will still appear on their account but their access to documents is lost.

Navigate to your loop and follow these steps to remove people from your loop .

Step 1: Scroll down to the People section of the loop

From within the loop, find the People section.

Step 2: Click the 3 grey vertical dots to the right of the person’s name and

click Remove

Note: This is irreversible, but you may add the contact back into the loop at any time.

Removing a person will remove the assigned fields in documents not yet signed. You can reassign the fields to another role or contact within the loop.

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Step 1: Scroll down to the People section of the loop

Step 2: Click the 3 grey vertical dots to the right of the person’s name and

click Remove

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