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

(For Sending Organizations, 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.
   
2. Expand the section and input your Signer information. 

From Approval Stage:

In the Approval Stage, Users have a chance to review their work and give final approval of the Deal. Once ready, Recipients click "Move to Signature" to indicate they are ready to sign. This will open up a final modal where Recipients fill in information for their signature block, including designating the Signer of the Deal. 

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.
   
   
2. Click on the Signer role in the modal.
   
   
   
3. Add Signer Information.
   Note: The Signer does not need a Bonterms User account to be added.
   
   
   
4. When ready, click Change Signer.

Updated June 05, 2024 22:09