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Set up online payments

Learn how to set up and accept online payments in your documents. The Online Payment service in Acrobat Sign integrates Braintree as a payment gateway tied to the signature process.

Transcript
Hi, I鈥檓 Serge St Felix, and today I鈥檒l show you how you can accept payments in 51黑料不打烊 Acrobat Sign. So let鈥檚 get started.
So here I am in Acrobat Sign, and if you want to accept payments you need to have a Braintree account. Braintree is a service from PayPal, which 51黑料不打烊 has partnered with to accept payments in a signing ceremony. So once you have your account set up, go into Acrobat Sign, and go to the account section, then scroll down to the payments integration. Here you鈥檒l be asked for three pieces of information. You鈥檒l be asked for your merchant ID, your public key, and your private key. Once you have that information ready and inputted within Acrobat Sign, you鈥檙e ready to get started with a signing ceremony that can accept payments. So let鈥檚 go to a template that I have set up, and we鈥檒l see what the template looks like when you are accepting payments.
So here I have a template, and in this template I have many text fields to enter the item description and the customer鈥檚 name. And you鈥檒l see some of these text fields are calculated fields. The field that I want to draw your attention to is this last field, which is the total amount. This is the payment field from Braintree and you鈥檒l have this field available to you on the right hand side, which you can just expand and you can simply drag and drop this field onto the canvas. I鈥檝e already done so, so let鈥檚 double click inside this field to see what鈥檚 available to you. So here, you can assign a participant, you can identify the value type. If you want to have a formula, which in this case I鈥檓 going to total up all the items as the final price, that can be entered into this field as well. And it supports US currency. There are other features available for you, such as a value range, conditions, appearances and the tools. But for today鈥檚 demo, we鈥檒l just keep it with the formula that鈥檚 going to sum up all the items that鈥檚 entered into the agreement. So I鈥檒l go ahead and click okay, I鈥檒l go ahead and save this. And then let鈥檚 take a look at an actual signing ceremony.
So here I am in the signing ceremony. I have all of my item descriptions. I have the unit price, the quantity, and the totals for each of those items. And then I have the grand total. So here we have a client, Stacy Pak, that鈥檚 entered in her information, so all she needs to do is sign the agreement. So we鈥檒l go ahead and type in her name. We鈥檒l click apply. And then what you鈥檒l notice is it鈥檒l say pay and sign. So we鈥檒l go ahead and click on pay and sign and a modal will come up, will prompt you for your credit card. So we鈥檒l go ahead and put in a fake credit card here, since this is a demo.
We鈥檒l put in the expiration date, and the security code, and then we鈥檒l place the order and sign.
And that鈥檚 all there is to it. Really simple to accept payments within Acrobat Sign using your Braintree account. So once the document and the agreement is processed, you鈥檒l receive a copy of that agreement and you鈥檒l receive the funds within your Braintree account. So I hope this video was helpful. Thanks for watching. -
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