How do I send a document for signing the client does not have an email address?
Issue 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. When I select the client in the Send for Signature I get a message "'ClientName' does not have an email".
This could be in the case if the client will come into the office to sign it (for example, as "DocuSign In Person Signing"). Or we may want to select another email address to send it to.
The following solution is when using DocuSign as your signing service.
Add a dummy email address to the client in your practice management software.