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Last updated on Sep 10, 2024

Learn how to add and configure the Payment form field to an agreement.

  1. On the Acrobat on the web homepage, select E-Sign Request e-signatures.

  2. Select Choose files and browse on your device to upload the document you want to send for signature.

  3. Change the Agreement details and the Agreement settings as required, and add the email addresses and names of all the recipients.

  4. Select Preview & add fields.

  5. From the Add Fields panel, select drag and drop the Payment field to a desired place on the document.

  6. From the payment field Context menu, select Customize field.

    The agreement in Acrobat e-sign workflow displays a Payment field with a context menu. The 'Customize field' option is highlighted.
    To move the Payment field to an alternate location, select it and then drag it to the desired location.

  7. From the Customize field panel, set the following payment field options:

    • Field Assigned To – Assign the field to the recipient who needs to make the payment.
    • Field type – Set the field type to Number. 
    • Number format: Select Currency as the number format.
    • Currency – Choose the appropriate currency for your target audience. 1000 Yen is very different from 1000 Pounds.
    • Value range – Provide minimum and maximum values to establish a bounded range for optional payments or donation values.
    • Prefilled number – Enter a number to assign a static value, whether a stated value, like a quote, or an accepted value, like a donation.
    • Lock field value  Select the checkbox to set the value for static payments or a suggested payment value.
    • Mask value  Select the checkbox to hide the entered value.
    The Payment field on the agreement is selected and a Customize field panel with various settings displays in the left.
    You can customize and format the Payment field using the various settings in the Customize field pane in the left.

  8. Select anywhere on the document to lock the Payment field settings. 

    Note:

    When you add a payment field with an entered value to an agreement, the Click to Sign button changes to a Pay and Sign.

The Payment field is configured according to your selected options.

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