Error: In order to send E-signature request for this documents the client must have at least one relationship with Trustee."

Modified on: Mon, 16 Oct, 2023 at 1:50 PM

Error: "In order to send E-signature request for this documents the client must have at least one relationship with Trustee."

Solution: In case when trustee is a company Lodgeit uses director of a company as a signatory. Please add "Director" to the client-company in via Relationships.

NOTE: Please ensure that the form is unlock (by clicking the padlock icon in the upper right side) first so that the changes of adding the Trust will update in the report and will remove the error.

Did you find it helpful? Yes No