Permanently Delete a Spouse from the Portal

When you delete a spouse record, it permanently deletes that spouse from your account and it can not be restored.

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.