Bonterms Help Center

Change the Signer (as a Recipient)

There are two ways to change the Signer on a Deal you receive.

(Click here to learn how to change the Signer on Deals you send.)

From Guided Review:

You can set your Signer (and other Party Information) at any point during Guided Review.

> Otherwise, you will be prompted to do so before you move to Signature.   

  1. Scroll down to the bottom of the page to the Party Information section.
    Party Information.png
  2. Expand the section and input your Signer information.
    Note: You will be required to input all the information below before you can continue.
  3. When finished, click Confirm in the top right corner of the section. You can always go back and edit the Signer. 

Using Deal Team:

Deal Team allows you to assign User Roles or change your Signer on a Deal. 

You must have a Free Account or Paid Account to use the Deal Team function.

Click here to learn how to create a Free Account. 

  1. From Deal Flow, click Deal Team in the top right. Recipient Deal Team.png

  2. Click on the Signer role in the modal.
    Change Signer Modal.png

  3. Add Signer Information.
    Note: The Signer does not need a Bonterms User account to be added.
    Screen Shot 2023-09-18 at 5.14.21 PM.png

  4. When ready, click Change Signer.

 

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