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

Deal in Progress (prior to Signature Stage):

1. From Deal Flow, click Deal Team in the top right. 
   
   
2. Change Signer. Click on the Signer role in the modal.
   
   
3. Add Signer Information.
   Note: The Signer does not need a Bonterms account to be added.
   
   
   
4. When ready, click Change Signer.

Note: If the deal has already been sent for Signature using your e-signature integration, you cannot change the signer within the Bonterms Platform. You will have to access your e-signature platform account that is connected to Bonterms and change it in that system.

Before Sending the Deal:

1. In the Preview Deal Screen, click Edit
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).

• • The other location is at the very bottom of the Edit page, under Deal Team. Click the Signer button and then enter in the new Signer information in the modal that pops up.

Updated June 06, 2024 19:12