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Change your Signer (as a Sender)

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

Deal in Progress:

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

    Change Signer Sender.png
  2. Change Signer. Click on the Signer role in the modal.
    Change Signer Modal.png
  3. Add Signer Information.
    Note: The Signer does not need a Bonterms account to be added.
    Screen Shot 2023-09-18 at 5.14.21 PM.png
  4. When ready, click Change Signer.

Before Sending the Deal:

  1. In the Preview Deal Screen, click EditScreen Shot 2023-08-30 at 5.11.18 PM.png
  2. You can update the signer in two different locations on this page:

Note: The Signer does not have to be a part of your Bonterms Organization if you enter their information in this section.

    • The first location is underneath the Party Information section at the top (see below).

 

Screen Shot 2023-08-30 at 5.14.29 PM.png

    • The other location is under Deal Team. Click the Signer button and then enter in the new Signer information in the modal that pops up.

Edit Deal Team.png

Change Signer.png

 

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