Recipients can update the Signer for a Deal at several points in the Deal Flow. The sections below explain each method.

(For Sending Organizations, click here to learn how to change the Signer on Deals you send.)

Add a Signer during Guided Review

You can add or update your Signer (and other Party Information) at any time during Guided Review.
If you haven’t provided this information yet, the Platform will prompt you before you move to Signature.   

1. Scroll to the Party Information section at the bottom of the page. 

2. Expand the section and add your Signer information. They will now be a part of your Deal Team (once you click Next and proceed with the Deal)

Add a Signer during the Confirmation Stage

During the Confirm stage, you’ll review the Deal and prepare to move it to Signature.
When you click Move to Signature, a final modal appears where you complete your signature block, including designating the Signer.

Click Move to Signature, then in the following modal, provide or update the Signer Name and Signer Email (which can, but doesn't have to be, be different from your Recipient Deal Owner) 

Change the Signer using Deal Team button

Even after providing a Signer during the Confirmation Stage, you can still update the Signer using the Deal Team functionality once the deal is Ready for Signature. 

1. To change the Signer, click Deal Team in the top right. 
   
    
2. Click on the Signer role in the modal. 
   
   
    
3. Update Signer Information. 
   Note: The Signer does not need a Bonterms User account to be added.
   
    
4. Click Change Signer to finalize the changes.

Updated December 12, 2025 19:00