This article walks you through all of things that need to be checked before completing a DocuSign:


  1.  Check the DocuSign Request ticket, or the Intake form if generated from a Web Link, and use the information to determine if all of the needed forms were selected (see Paperwork Checklist)
  2. For DocuSigns that include an MPA, 
    1. Follow steps 1-7 in the MPA Information Verification Standard article against the Intake Form
    2. If Intake fully checks out, most of the information will have mapped to the proper MPA fields.  You'll have to check the information that doesn't map:
      1. MCC Code
      2. Deposit Bank Name
      3. Breakdown of Credit Card Volume 
      4. Where the sale is transacted
      5. Pricing (Discount, Auths, Monthly fees and pass-throughs)
      6. EBT /FNS Number
  3. Check that the equipment form was filled out correctly
    1. Payment Authorization Agreement
      1. One Time Charge (If One-time)
      2. Monthly Payment and Total amount Due (Installment)
      3. Equipment type
      4. Term Length
      5. Total Price
    2. Free Equipment and Services Agreement
      1. Equipment type
      2. Value (based on Buy rate guide)
      3. Security deposit ( per eqpt and total deposit)
      4. Any additional services (Setup & Programming, Menus, etc.)
      5. Monthly Charge
      6. Term Length