HELP

If you can't find the answer to your question below, please complete the form at the bottom of this page or email us at help@dealcloser.ca.


GENERAL

+ WHY DOES NOTHING APPEAR WHEN I ATTEMPT TO VIEW A DOCUMENT?

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Please also ensure that any ad blocking extensions active on your browser are disabled for the dealcloser domain.

+ HOW DO I ADD MY CLIENT TO DEALCLOSER?

Once you've created a new project and have added rows to your closing agenda:

  1. Click "Select Signing Authority"
  2. If not already selected, click the "+ Create Signing Authority" tab
  3. Click "Create a new dealcloser user"
  4. Add in your client's name. Please note that you cannot change this name later (your client may edit his or her name, however).
  5. Check off dealcloser Access and enter in your client's email

+ WHAT EMAILS DOES DEALCLOSER SEND OUT ON MY BEHALF?

dealcloser sends out three types of email:

  • Invitation Email
    When you create a Signing Authority and give such Signing Authority dealcloser access, they will receive an invitation email containing instructions on how to access dealcloser.
  • New Project Email
    After a Signing Authority has created a dealcloser account, they will receive an email the next time you add them to a project informing the them that they have been added to such new project.
  • Notify Authorities Email
    If you click the "Notify Authorities" button, one email will be sent to each Signing Authority informing them that they have documents to review and execute on dealcloser.

+ WHAT'S THE DIFFERENCE BETWEEN SELECTING AN EXISTING USER TO USE AS A SIGNING AUTHORITY AND CREATING A NEW DEALCLOSER USER?

When you first start a new project, that project will only have you and your team as signing authorities. You must select "Create a new signing authority" to begin adding your clients to the deal. If they already have dealcloser accounts they will receive an email notifying them that they are associated wtih a new project. If they do not have dealcloser accounts they will receive an invitation email to create a dealcloser account.

Once you've added new clients to your project you can associate an entity with those new clients. To do so, select an existing user by clicking "Select a user to use as a Signing Authority" and a list of all added users will be displayed. Select the user you'd like to associate with an entity and add the entity name in the appropriate field.

If you accidently attempt to create a new account for an existing user in a project, dealcloser will recognize that the user has already been added to that project and will not send out a second email.

+ I ACCIDENTLY SPELLED MY CLIENT'S NAME WRONG. CAN I CHANGE IT?

No, you cannot change your client's name after you give them access to dealcloser. Only your client can change their name. To do so they must:

  1. Click "My Profile"
  2. Click "Settings"
  3. Edit their first and last name as necessary
  4. Click "Update"

+ MY CLIENT IS SIGNING ON BEHALF OF AN ENTITY BUT I ACCIDENTLY SPELLED THAT ENTITY'S NAME WRONG. CAN I CHANGE IT?

Yes, if your client is signing on behalf of an entity and that entity's name is wrong, you can change it. To do so:

  1. Click "Select Signing Authority" on any row in your project's closing agenda
  2. Click the "Manage Signing Authorities" tab
  3. Click the trash can icon to delete the incorrect entity
  4. Click the "+ Create Signing Authority" tab
  5. Click "Select a user to use as a Signing Authority"
  6. Select the client that will be signing on behalf of the relevent entity
  7. Check off "Executing on behalf of an entity"
  8. Enter the correct name of the entity
  9. Click "Create Signing Authority"

+ HOW DO I CHANGE MY PASSWORD?

To change your password, you must:

  1. Click "My Profile"
  2. Click "Settings"
  3. Click "Password"
  4. Enter your current password
  5. Enter your new password
  6. Click "Update Password"

SIGNATURE MANAGEMENT

+ HOW DO I UPLOAD MY SIGNATURE?

  1. Click "My Profile"
  2. Click "Signature"
  3. Click "Signature Template" to download the Signature Template
  4. Print the Signature Template
  5. Sign in the box found on the Signature Template
  6. Scan the Signature Template that contains your written signature as a JPG file to your computer. Please ensure that you are setting your scanner to keep the background of the Signature Template as white as possible so that your signature image does not have a gray background
  7. Upload the Signature Template to dealcloser by clicking "Upload Image" and selecting the scanned Signature Template file
  8. Move and resize the crop window until you have all of your signature in the preview pane with NONE of the grey border selected
  9. Once only your signature appears in the preview pane, click "Set Signature"

+ WHY DOES MY SIGNATURE HAVE A GRAY BACKGROUND?

This gray background around your signature is due to your scanner. Please adjust your scanner settings such that it does not darken the white background of the Signature Template when you are scanning it.

+ HOW DO I ADD COUNTERPART SIGNATURE PAGES TO DEALCLOSER?

You are able to add counterpart signature pages that you received from opposing counsel to dealcloser. dealcloser will include these counterpart signature pages in your project's closing book. To upload counterpart signature pages you must:

  1. Click the name of the relevant document on the closing agenda
  2. Click "Attach Document"
  3. Click "External Signature File"
  4. Select the name of the external Signing Authority from the drop-down list
  5. Click "Choose File..."
  6. Select the appropriate counterpart signature page file
  7. Click "Upload File"

Please note that you must have at least one external Signing Authority associated with the relevant document on the closing agenda in order to upload a counterpart signature page. Please see the question titled "How do I add external Signing Authorities to dealcloser?" for more information.

+ HOW DO I ADD EXTERNAL SIGNING AUTHORITIES TO DEALCLOSER?

External Signing Authorities are Signing Authorities that are not your client. For example, if you send a document to opposing counsel for their client's signature, you will receive in return a document that includes a signature page with an external Signing Authority's signature. This counterpart signature page must be incorporated into dealcloser. In order to upload a counterpart signature page to dealcloser, external Signing Authorities must be added to the closing agenda, allowing dealcloser to track those signatures.

To add an external Signing Authority to dealcloser:

  1. Click "Select Signing Authority"
  2. If not already selected, click "+ Create Signign Authority"
  3. Click "Create a new dealcloser user"
  4. Add the name of the Signing Authority and, if necessary, the name of entity the Signing Authority is acting on behalf of
  5. Do NOT select "dealcloser Access" - by not giving this Signing Authority access to dealcloser, dealcloser knows that this Signing Authority is an external Signing Authority
  6. Click "Create Signing Authority"

After adding an external Signing Authority to dealcloser, that external Signing Authority will be listed as an "external user" when uploading a counterpart signature page.

+ WHEN DO I GIVE A USER DEALCLOSER ACCESS? WHEN DO I NOT GIVE A USER DEALCLOSER ACCESS?

Give dealcloser access to your clients. By checking off "dealcloser Access", dealcloser knows to send that user either an invitation email (for new dealcloser users) or a notification email informing the user that they've been added to a project (for existing dealcloser users). Users with access to dealcloser may review and execute documents.

Do not give dealcloser access to Signing Authorities that are a part of the deal but are not your clients. By not checking off "dealcloser Access", dealcloser will add those Signing Authorities to the deal and allow you to track whether they've signed documents but they cannot use dealcloser to review or sign documents. External Signing Authorities are created strictly for the purposes of tracking signatures. External Signing Authorities are not able to access the dealcloser platform.

+ HOW DO I OBTAIN MY CLIENT'S SIGNATURE ON DOCUMENTS THAT I DID NOT DRAFT?

If you are not responsible for drafting a document, it is likely that the document will already include a signature page. You may upload this document to dealcloser but if you add Signing Authorities to the closing agenda for that document, dealcloser will require that you make a signature page. As a result, this document may end up with two signature pages. There are a few options you have to deal with this situation:

  1. Ask your client to sign the document outside of dealcloser. Upload that signed copy of the document to dealcloser but do not associate any signing authorities with the document on the closing agenda. dealcloser will pull this document into the project's closing book
  2. Ask opposing counsel to prepare the document in Arial 10 and upload the document to dealcloser. Use dealcloser in the usual manner and create a signature page for the document. If the document is in Arial 10, the signature page created by dealcloser will match the signature page created by opposing counsel. You may then use dealcloser to obtain your client's signature and you can provide this signature page to opposing counsel

dealcloser will be adding features related to allowing opposing counsel to access dealcloser such that all Signing Authorities on a deal can be managed using dealcloser. Until these features are added, please see the above two options.


OTHER

+ HOW DO I UPLOAD SCHEDULES OR ATTACHMENTS TO A DOCUMENT ON DEALCLOSER?

To upload schedules or attachments to a document on dealcloser:

  1. Click the name of the document on the closing agenda
  2. Click "Attach Document"
  3. Select "Other Document"
  4. Select your file. For ease of use, we recommend that you consolidate all schedules or attachments into one PDF file that you then upload to dealcloser
  5. Click "Upload File"

This schedule (or these schedules, if multiple files are uploaded in the above manner) will be pulled into your project's closing book by dealcloser. The order of document components in the closing book is:

  1. Main body of the document
  2. Signature page(s) made by dealcloser
  3. Counterpart signature page(s) uploaded to dealcloser
  4. Schedule(s) uploaded to dealcloser

Contact Us

If you couldn't find the answer to your question above, please complete the form below or email us at help@dealcloser.ca.

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