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An Agent has the option to leave a Transaction Room that they no longer need to be a part of. Below are different scenarios in which they can or cannot remove themselves from the room.
Scenario # 1:
Agent 1 adds Agent 2 to a Transaction Room, Agent 2 has not added any documents nor has been included in any Envelopes. Agent 2 can leave the Transaction Room by:
1. In any tab within the Transaction Room select ACTIONS and then select Leave Transaction.
2. Then you will receive a pop up asking if you would like to Leave the Transaction. Select the Leave option at the bottom.
Scenario # 2:
Agent 1 adds Agent 2 to a Transaction Room, they have added documents, but have not been included in any Envelopes.
Scenario # 3:
Agent 1 adds Agent 2 to a Transaction Room. Agent 2 has been included in an Envelope…
Overall:YES - Agent 2 can leave if:
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