We have a client who does not have an email address. and we want to send a document through FYI to our signing service to be signed (for example, as "DocuSign In Person Signing") and the client will come into the office to sign it. When I select the client in the Send for Signature I get a message "'ClientName' does not have an email".
What is the best way to deal with this?
The following solution is when using DocuSign as your signing service.
- Add a dummy email address to the client in Xero Practice Manager.
- Send the document for signature using DocuSign.
- Follow this DocuSign help article https://support.docusign.com/en/guides/ndse-user-guide-in-person-signing
- The signed document will then be filed back in FYI.