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Document Manager - Remove a group member from receiving a client portal document in Document Manager

Updated over 3 weeks ago

When you have a document to send to or sign by only one member of a group, follow these steps to remove the other group portal users.

  1. Open Document Manager (F10), then navigate to the document.

  2. Right-click on the document, choose Actions, then Direct to Client Portal.

  3. In the Email Signature Request window, go to the Distribution List section. The distribution list will contain all linked portal users for your client. Highlight each member that should not receive this document, then click Remove, then Ok.

  4. When you are ready to send to the remaining portal members, click Send, then Ok.

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