Navigator - Is there a way to remove custom agreement type?

Question

Good Day,Does anyone know if it’s possible to remove a custom agreement type that was added in Agreement Manager - (formerly Navigator)?I’ve searched through the support guide documentation and the support site and wasn’t able to locate this information.It looks like the workaround is to edit the added custom agreement name (label) and re-purpose it, but I’m trying to see if there’s a way to condense the list of agreement types in our environment overall to lessen the system load to do the AI review.Thank you

Ma.Cubio · Accepted Answer

Hello ​@jparsons,Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.You maywatch this quick video onDocusign Navigator: Configure Permissionsto learn how tomanageyour Navigator access.The video will walkthrough how to update your Navigator access permissions from “Can View” (default setting for a user to read and download agreements) to “Can Manage” (user can edit attributes, delete, share, and remove access to agreements).Once you’ve updated and saved your Navigator access permissions, please return to the Navigator home page, click on the three vertical dots for an agreement and see if the “Remove” option appears in the dropdown.If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!Best regards,Ma. Cassandra |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue

Ma.Cubio · Answer

Hello ​@jparsons,I hope you are doing well.I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.Let me know and I will gladly help you address the situation as soon as possible.Best regards,Ma. Cassandra | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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