{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["img","admonition"]},"type":"markdown"},"seo":{"title":"DocuSign Integration","description":"Integrate Finix with DocuSign to accept card transactions via our Cybersource Gateway integration.","siteUrl":"https://docs.finix.com/","llmstxt":{"hide":false,"sections":[{"title":"Getting Started","includeFiles":["guides/getting-started/**/*.md"],"excludeFiles":[]},{"title":"Online Payments","includeFiles":["guides/online-payments/**/*.md"],"excludeFiles":["guides/online-payments/payment-features/fsa-hsa-non-healthcare-mcc.md"]},{"title":"In-Person Payments","includeFiles":["guides/in-person-payments/**/*.md"],"excludeFiles":[]},{"title":"Subscriptions","includeFiles":["guides/subscriptions/**/*.md"],"excludeFiles":[]},{"title":"After the Payment","includeFiles":["guides/subscriptions/after-the-payment/**/*.md"],"excludeFiles":[]},{"title":"Managing Operations","includeFiles":["guides/managing-operations/**/*.md"],"excludeFiles":[]},{"title":"Platform Payments","includeFiles":["guides/platform-payments/**/*.md"],"excludeFiles":[]},{"title":"Payouts","includeFiles":["guides/payouts/**/*.md"],"excludeFiles":[]},{"title":"Developers","includeFiles":["additional-resources/developers/**/*.md"],"excludeFiles":[]},{"title":"Plugins","includeFiles":["additional-resources/plugins/**/*.md"],"excludeFiles":[]},{"title":"Industry Considerations","includeFiles":["guides/industry-considerations/**/*.md"],"excludeFiles":[]},{"title":"Regional Considerations","includeFiles":["guides/regional-considerations/**/*.md"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"docusign","__idx":0},"children":["DocuSign"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Accept payments with Finix on ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://www.docusign.com"},"children":["DocuSign"]},"."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/docusign-logo.6d287389704bd1e86385d19dbba0f7e7bb4e4a64b3f1af0200775c99c7a2d6f4.a7b6f700.png","alt":"DocuSign","withLightbox":false,"style":"width: 800px; height: auto"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"docusign-overview","__idx":1},"children":["DocuSign Overview"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["DocuSign is the global leader in electronic signature and agreement management. Its Agreement Cloud platform enables organizations to prepare, sign, act on, and manage agreements digitally — spanning contracts, approvals, and payment collection. Finix integrates with DocuSign through the Cybersource payment gateway, enabling merchants to collect payments directly within DocuSign envelopes and reconcile transaction data without leaving their agreement workflow."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"finix-requirements","__idx":2},"children":["Finix Requirements"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Finix Live Account"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Active DocuSign account with DocuSign Payments enabled"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"integration","__idx":3},"children":["Integration"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"step-1-sign-up-for-a-finix-account","__idx":4},"children":["Step 1: Sign up for a Finix Account"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To create a Finix account, you can follow our step-by-step ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"/guides/getting-started/finix-sign-up"},"children":["guide"]}," or ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://finix.payments-dashboard.com"},"children":["sign up"]}," directly for a live or sandbox account."]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":""},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["We recommend choosing Direct Merchant as your Customer Type."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"step-2-create-a-cybersource-gateway-integration","__idx":5},"children":["Step 2: Create a Cybersource Gateway Integration"]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":"Cybersource Integration"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Finix supports DocuSign via our Cybersource Gateway integration. Please note that there is an additional fee for using our Cybersource integration."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For more information, please reach out to your Finix point of contact."]}]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["To create a Cybersource integration, navigate to the Integrations page on your Finix Dashboard."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/company-integrations-tab-direct-merchant.122c2c1c825f4eae56179fbbab7dccd64e2a27d406350be889d295ab1b71122a.08ff7529.png","alt":"Cybersource Merchant Integrations","withLightbox":false,"style":"width: 100%; box-shadow: 0 4px 12px rgba(0, 0, 0, 0.15); border-radius: 8px"},"children":[]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":2},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Sign up for Cybersource. You can view detailed instructions in our guide, ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"/guides/online-payments/gateway-integration/cybersource#creating-a-cybersource-integration-using-the-dashboard"},"children":["here"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["After accepting the Cybersource invitation email, retrieve the following credentials from the Cybersource Business Center under ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payment Configuration → Key Management"]}," — you'll need these to configure DocuSign:",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant ID"]}," (also called Organization ID)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":[{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://developer.cybersource.com/docs/cybs/en-us/security-keys/user/all/ada/security-keys/keys-manage/keys-simple-order-intro.html"},"children":["Simple Order API Key"]}]}]}]}]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/cybersource-key-management.8ca4ad79eaed0ff8320a9a6c38bac88625381127fb749b31f80a4ec6c4f5b99b.08ff7529.png","alt":"Cybersource Key Management","withLightbox":false,"style":"width: 100%; box-shadow: 0 4px 12px rgba(0, 0, 0, 0.15); border-radius: 8px"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"step-3-configure-the-cybersource-payment-gateway-in-docusign","__idx":6},"children":["Step 3: Configure the Cybersource Payment Gateway in DocuSign"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before you proceed, ensure you have:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Approved Finix Merchant Account"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Cybersource Gateway Integration linked to your Finix Merchant Account"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Cybersource credentials from Step 2"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["In your DocuSign admin:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Navigate to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Settings → Payments → Payment Gateways"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add Payment Gateway"]}," and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Cybersource"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter the following credentials:",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Account Name"]}," — a name for the gateway"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant ID"]}," — your Cybersource account ID"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Transaction Security Key File"]}," — the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://developer.cybersource.com/docs/cybs/en-us/security-keys/user/all/ada/security-keys/keys-manage/keys-simple-order-intro.html"},"children":["Simple Order API"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[".p12"]}," file you created and downloaded from the Business Center"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Effective Password"]}," — the password you created when generating the security key"]}]}]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/docusign-cybersource-gateway.f6e56fbc675606c3b7d334abce007e6722a6ec9bac7bd1c0c7be68bea512b14e.08ff7529.png","alt":"DocuSign Cybersource Gateway Configuration","withLightbox":false,"style":"width: 70%; display: block; margin: 0 auto; box-shadow: 0 4px 12px rgba(0, 0, 0, 0.15); border-radius: 8px"},"children":[]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":4},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Save the configuration."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Attach the Cybersource gateway to the envelopes where payment collection is required."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For full details, refer to the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://support.docusign.com/s/document-item?language=en_US&bundleId=juu1573854950452&topicId=wrz1744672733405.html"},"children":["DocuSign CyberSource payment gateway guide"]},"."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["After completing configuration, you can now take payments through Finix via our Cybersource Gateway Integration."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To learn more about our Cybersource Gateway Integration, you can read our ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"/guides/online-payments/gateway-integration/cybersource"},"children":["guide"]},"."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you need additional assistance contact ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"mailto:support@finix.com"},"children":["support@finix.com"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"docusign-transactions","__idx":7},"children":["DocuSign Transactions"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["When you run a transaction on DocuSign, you'll see it:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In your DocuSign admin under ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Reports → Payments"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the Cybersource Business Center."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In your Finix Dashboard under ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Transactions"]}," → ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payments"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["These transactions will be ingested by Finix and added to ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Settlements"]},". To track transfers between Finix and Cybersource, please refer to our guide, ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"/guides/online-payments/gateway-integration/cybersource#locating-cybersource-transactions"},"children":["here"]},"."]}]},"headings":[{"value":"DocuSign","id":"docusign","depth":1},{"value":"DocuSign Overview","id":"docusign-overview","depth":2},{"value":"Finix Requirements","id":"finix-requirements","depth":3},{"value":"Integration","id":"integration","depth":2},{"value":"Step 1: Sign up for a Finix Account","id":"step-1-sign-up-for-a-finix-account","depth":3},{"value":"Step 2: Create a Cybersource Gateway Integration","id":"step-2-create-a-cybersource-gateway-integration","depth":3},{"value":"Step 3: Configure the Cybersource Payment Gateway in DocuSign","id":"step-3-configure-the-cybersource-payment-gateway-in-docusign","depth":3},{"value":"DocuSign Transactions","id":"docusign-transactions","depth":2}],"frontmatter":{"seo":{"title":"DocuSign Integration","description":"Integrate Finix with DocuSign to accept card transactions via our Cybersource Gateway integration."},"keywords":{"includes":["docusign"]}},"lastModified":"2026-06-17T22:42:45.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/additional-resources/plugins/docusign-integration","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}