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.