Documents

Add A Payment Information Field To A Document And Charge Clients or Candidates When They Sign It.

Utlize a signable document to its fullest and add an area for the signer to add their payment information and have them charged once they select submit after signing.

1. From Mission Control select More

2. Select Documents under Templates. 

3. Select the document you'd like to update or select Add Template to start a document from scratch. 

4. Create a Fillable Field

5. Select it as Payment Stripe Information.

6. Now, select Insert Fillable Field for it to appear in the document at the correct location. 

7. Select Update.