# DocuSign Integration

Accept payments with Finix on [DocuSign](https://www.docusign.com).

![DocuSign](/assets/docusign-logo.6d287389704bd1e86385d19dbba0f7e7bb4e4a64b3f1af0200775c99c7a2d6f4.a7b6f700.png)

## DocuSign Overview

DocuSign is the global leader in electronic signature and agreement management, serving more than 1 million customers with its Agreement Cloud platform.

### Finix Requirements

- Finix Live Account
- Active DocuSign account with DocuSign Payments enabled


## Integration

### Step 1: Sign up for a Finix Account

To create a Finix account, you can follow our step-by-step [guide](/guides/getting-started/finix-sign-up) or [sign up](https://finix.payments-dashboard.com) directly for a live or sandbox account.

We recommend choosing Direct Merchant as your Customer Type.

### Step 2: Create a Cybersource Gateway Integration

Cybersource Integration
Finix supports DocuSign via our Cybersource Gateway integration. Please note that there is an additional fee for using our Cybersource integration.

For more information, please reach out to your Finix point of contact.

1. To create a Cybersource integration, navigate to the Integrations page on your Finix Dashboard.


Cybersource Merchant Integrations
1. Sign up for Cybersource. You can view detailed instructions in our guide, [here](/guides/online-payments/gateway-integration/cybersource#creating-a-cybersource-integration-using-the-dashboard).
2. After accepting the Cybersource invitation email, retrieve your Cybersource Merchant ID and REST API keys from the Cybersource Business Center — you'll need these to configure DocuSign.


### Step 3: Enable Cybersource in DocuSign Payments

DocuSign Payments supports Cybersource without any additional installation. Configure the gateway under **Settings → Payments → Payment Gateways**.

- **DocuSign setup guide:** [DocuSign Support — Payment Gateways](https://support.docusign.com/s/document-item?language=en_US&bundleId=juu1573854950452&topicId=wrz1744672733405.html)


### Step 4: Configure DocuSign

In your DocuSign admin:

1. Navigate to **Settings → Payments → Payment Gateways → Add Cybersource**.
2. Enter the credentials from your Finix-provisioned Cybersource account:
  - Merchant ID
  - REST API Key ID
  - REST API Shared Secret
3. Select the environment (**Test** for sandbox, **Production** for live).
4. Save the configuration.
5. Attach the gateway to envelopes where payment collection is required.


For full details, refer to the [DocuSign Cybersource setup guide](https://support.docusign.com/s/document-item?language=en_US&bundleId=juu1573854950452&topicId=wrz1744672733405.html).

### Step 5: Run a Test Transaction

Place a test payment through a DocuSign envelope to verify the integration. The payment will route through Cybersource and be captured by Finix for settlement.

If you need additional assistance contact [support@finix.com](mailto:support@finix.com).

## DocuSign Transactions

When you run a transaction on DocuSign, you'll see it:

- In your DocuSign admin under **Reports → Payments**.
- In the Cybersource Business Center (transactions appear after 24 hours).
- In your Finix Dashboard under **Transactions** → **Payments**, with the **Integration** field set to `Cybersource`.


These transactions will be ingested by Finix and added to `Settlements`. To track transfers between Finix and Cybersource, please refer to our guide, [here](/guides/online-payments/gateway-integration/cybersource#locating-cybersource-transactions).