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


Illustration:

Apple Pty Ltd (Company) is a Trustee of Doe Family Trust.

Make sure that Apple Pty has a "Primary Contact/Signatory" via the Company's "Settings>Contact Details".

Below snip show that, Lizza Doe is the Signatory of Apply Pty Ltd.

NOTE: Please ensure that the form is not in "Completed/Locked" status to allow the changes to take effect.

To update the report and resolve the error, unlock the form by clicking the padlock icon located in the upper right corner.