E-signature error: Bad request
Scenario
The following error message may appear when you are using Digita Practice Management to send an e-signature request to a client via Onvio.
Error message
Request failed: Bad request.
Causes
The following are likely causes of this error.
- The client's record in Onvio doesn't specify a Tax Matters Contact relationship.
- The client's Tax Matters Contact in Onvio is an entity, when it should be an individual.
- Client Centre access has not been enabled for the Tax Matters Contact.
Solution
- In Onvio, select Setup > Clients from the menu bar.
- Select the Edit button to the left of the client's name.
- Select the Relationships tab. Make sure that an individual has been set up as the Tax Matters Contact.
- Select Setup > All Contacts from the menu bar.
- Select the Edit button to the left of Tax Matters Contact's name.
- Select the Client Centre Access tab and make sure that theClient Centre Accesstoggle button is switched to On and that the contact has registered.