The short answer
Test each provider and payment timing your organization plans to use. A provider connection can pass while checkout or status synchronization still fails.
Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.
Step-by-step
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Connect sandbox credentials
Use the provider’s test environment and confirm the connection.
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Create a test request
Use an obvious test title, test signer, small amount and no real customer or contract data.
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Test Before Signing
Confirm payment blocks document access and a successful test payment permits signing.
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Test After Signing
Confirm signing leads to payment and the request records success after checkout.
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Verify records and go live
Match audit and payment events to the provider sandbox, then replace all credentials with live values and run a controlled live test.
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