How to Add & Remove Roles on a Document

While every Smart Form in the Form Library comes with preset roles (such as Listing Agent or Seller), these roles may not always fit your situation exactly. In these cases, you do have the option to add more roles to your document! Check out the steps below to understand how you can utilize this functionality within Remine to ensure your Transactions are smooth and simple.

The option to add or remove roles is only available on PDFs, not Smart Forms. If you are working on a Smart Form and need to add or remove roles, you will need to convert it to a PDF first.

Adding a Role

1. While viewing your PDF, click on the Signature tool in the mark up tools ribbon.
2. Next, click the Add/Remove Roles button.
   
3. In the pop-up, select the role(s) you would like to add to the document by clicking Add.
   • Note: Custom roles are not an option, you can only add the provided roles in the pop-up.
     
     
4. Once the role has been selected, click Done.
5. You can now switch to the People panel to add a person into the newly added role.

Removing a Role

1. While viewing your PDF, click on the Signature tool in the mark up tools ribbon.
2. Next, click the Add/Remove Roles button.
   
3. In the pop-up, select the role(s) you would like to remove from the document by clicking Remove.
   
   
4. Once the needed role has been removed from the bottom pane, click Done.
   • Note: When you remove a role from a document, all people and fields associated with the role will be removed as well.