Using our platform, users can connect to a wide range of payment systems to facilitate the collection of payments, as a recipient signs or fills a user's documents, or provide supporting attachments. This is done quite simply by enabling an approved payment provider (Stripe, Revolut, PayPal, Checkout.com, or others you may suggest), and entering the required account details on our platform - facilitating server-to-server communication between our platform and your payment provider. When you are ready to enter your account details click the edit button at the top right corner of the respective connection interface and the all the requisite sections will be enabled. You must then click the same button to save your entry.

Typically, you will be required to enter a description and a set of details that will differ from platform to platform, details that can be obtained from the payment provider's website. For example, in the case of PayPal, you must enter a client id, a test client id, a secret key, and a test secret key. On the Stripe connection interface, these details are called description, live publishable key, test publishable key, live secret key, and test secret key respectively. Some platforms such as Checkout.com will require additional information. In the case of Checkout.com, you will be required to enter the channel processing id along with the other data points mentioned in the Stripe installation.

There will be switches that you may need to adjust, switches that govern how and when payments are processed. First, you can connect multiple payment providers and set any one of them as the default. You can also toggle between live mode and test mode with the Go live switch. This is important when you need to test your integration occasionally without having to run a real transaction. You can also choose how you capture payments, whether it will be done immediately after the sign request is completed, or manually from your payment history tab.