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.
- Scroll down to the bottom of the page to the Party Information section.
- Expand the section and input your Signer information.
Note: You will be required to input all the information below before you can continue.
- 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.
Click here to learn how to create a Free Account.
From Deal Flow, click Deal Team in the top right.
Click on the Signer role in the modal.
Add Signer Information.
Note: The Signer does not need a Bonterms User account to be added.
- When ready, click Change Signer.