When sending a document for signature, the following error displays:
"Client name does not have an email"
The client does not have an email address set. There is also no email address set for the first Contact and a primary contact has not been nominated in Xero Practice Manager.
The sequence that FYI uses for email and contacts is:
- If a Primary Contact is set in Xero Practice Manager, these details are used.
- If no Primary Contact is set, FYI checks if the email address is set at the client level.
- If there is no email address for the client, FYI checks if an email is set for the first Contact.
- If none of the above have an email address, FYI is unable to send an email with the signature request.
Nominate a Primary Contact for the client in Xero Practice Manager and ensure the Contact has an email address. This will provide FYI with an email address for the client to be used when sending a document for signature.