Adding Payments
To add a payment to a file:
Complete the workflow and fields necessary to send a file until you reach the Configure Sending Actions screen. See Send A Folder
Click Add Payments/Authorizations
The Add Payment window will pop up.
Complete the following required fields:
Payment Name
Payment Amount
Payment Method (one or both can be checked)
Tip
Payment Methods will only appear if enabled in the portal's account settings.
Click Add Payment
Proceed with the rest of the workflow. Your payment request will be sent with the document to be signed.