Note: Choosing to Sign a Deal Off Platform must be initiated by the Sender of a Deal.
When a Deal reaches the Signature Stage, you can sign it one of two ways:
During the Signature Stage, if you have integrated DocuSign, you can initiate the signature by clicking the 'Initiate Signature' button and your Cover Page will be sent directly to your counterparty for signature through your integrated DocuSign account.
Sign Deal Off-Platform
If you prefer to download and sign your Cover Page using a different method, follow these steps:
1. Click the three dots next to the 'Initiate Signature' button.
2. Select 'Download PDF File' and circulate for signature using your preferred signing method.
Once the PDF is fully-executed:
3. Select 'Sign Deal Off-Platform' to mark the Deal as completed.
4. Click 'Upload Completed PDF' in the modal and upload the fully-executed PDF. (Note: You can also upload a completed PDF later by accessing the Deal through the Dashboard.)
Important: Do not use Sign Deal Off-Platform if you change the contents of a Cover Page after downloading from the Bonterms Platform.
Once clicked, a modal will appear with the following text: