Creating an Either or Option in a document

Question

I want a client to be able to select a different payment method like ACH or Credit Card with the associated details required. This is mandatory before a document can be signed.

nathaly.monge · Accepted Answer

Hello @creditbob,Welcome to the Docusign Community and thank you for posting your concerns!Not sure if I’m understanding correctly, but when adding a payment field on to your document there should be a section called “Payment Methods” on the right side of your screen when the field is selected. That section will allow you to select the option the signer may have at the time of signing and paying:To include a save payment method requestLet us know if you need further assistance with this.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

nathaly.monge · Answer

Hello ​@creditbob,If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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