To get started, you will need to copy your payment link from CPACharge. To do so, follow the steps in this article first. Next, follow the below steps:
- In DocuSign, click Start Now and upload your document. When finished, click Next.
- Add the recipients necessary to sign/approve and click Next when done.
- Add the appropriate fields and click Next when done.
- On the "Review and Send" screen, type your email message. To hyperlink a word to your CPACharge payment page, copy the following code snippet into the "Email Message" field:
In this example, the word 'here' will be hyperlinked.
- Replace the URL in the quotation marks to your firm's payment page previously copied from CPACharge.
- Replace the word "here" with any word or phrase preferred. Once complete, it should look similar to below:
Your client will see the email like so: