Troubleshooting Digital Signing in Simple Fund 360

The following is a list of common issues clients have encountered when using Digital Signing in Simple Fund 360, with attached solutions. 

1. The following screen appears when clicking the Digitally Sign icon. 

   
   Solution: This error occurs when the user has not integrated properly with the digital signing provider. It is recommended that in this case, the user retries setting up the integration. For assistance with setting up the integration with the digital signing provider, please see the following articles
   
   - Adobe Sign
   - DocuSign
   - Fuse Sign
   
   

2. The below error appears in the digital signing screen:
   
   

   There are a numerous potential causes for this issue. 
   
   Reason 1: The issue stems from the Fund Relationship screen. Examples include:
   
   - No trustee attached.
   - Attached other entity as a trustee.
   - A corporate trustee attached but no individual attached as a director.
   - Accountant and tax agent same person but 2 different contacts selected.
   
   Solution: Ensure that the relevant contacts/signatories are determined in the Fund Relationship screen. Retry to determine if this is the issue. 
   
   Reason 2: User didn't determine the necessary details in the 'Settings' of the report. Examples include:
   Work Test Declaration -> The Member was not selected in the settings function. 
   Transfer Balance Account Report Declaration -> Event/s were not selected via settings function. 
   Member Statements -> The show signing page was not toggled on as 'Yes' 
   
   Solution: When preparing reports, check the 'Settings' function to see if any additional information is required. To locate the settings function:
   
   From within the Reports screen, once a report has been allocated to the right of the screen, select the Options drop down menu. 
   
   Select Settings from the drop down menu. 
   
   
   
   Reason 3: SMSF Annual Return and attached schedules are available for DocuSign only from 2019. 
   
   

3. The Digital Sign email was not sent when the Send Email button was clicked. 

   A possible reason for this issue is that the Digital Signing email templates have been updated with the wrong placeholders. For example
   
   
   
   Solution: Carefully review the Digital Signing merge fields. In this instance it should be called ${recipientName} instead of ${UserFirstName}.