[Account Owner] How to Disable Advisor Ability to Manually Add Signers

By default advisors with billing permissions in AdvicePay who also have the ability to send eSignature documents can manually add any email for a signer. If your firm wants to restrict selected signers on documents to AdvicePay users only, you can do this! 

Here's how:

1. Head to Firm Settings and select the eSignature tab:

2. Under Manual Signer Creation toggle off the Allow advisors to manually create signers setting:

When disabled, Account Owners and their Firm Admins will also be restricted to selecting signers that are already AdvicePay users.

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