The "Primary Contact/Signatory" is the person who receives and signs the form.
Adding e-signatory (person who receives the e-signature request), should be updated via the Client's Primary Signatory's "Settings" > "Contact Details".
Note: The email address of the e-signature is taken from Primary Contact/Signatory, not from the Primary Email of the company.
There is an instance that your client has a different email address.
Example 1: The client has a Company (Doe Pty Ltd) and Partnership (Smith & Garcia Inc) , they want to use different addresses to be the signer.
In which
Illustration 1: Doe Pty Ltd's signatory is Mr John Doe's email office email address "[email protected]"
Illustration 2: Smith & Garcia Inc signatory is Mr John Doe's personal email address "[email protected]"
the said second email is considered as unregistered because no one in the Client list has this.
Since the "Primary Contact/Signatory" is the on who sign the form, YOU SHOUDLD NOT ADD "JOHN DOE" here, because his email address is registered to the first email add which is [email protected]
You have two option:
Option A: Create a NEW CLIENT in LodgeiT as ie "John Doe 2" and make sure to add the email as [email protected], this is for email address purposes only, in order for you to auto link the email address.
Option B: No need to create a New John, and make sure that the "Primary Contact/Signatory" is blank
