Step 3. Prepare and Sign Documentation

Elavon generates all contractual documentation on a case by case basis. Review the Document Signing page for more detail.


Managed Flow Step 3 Prepare and Sign Documentation diagram

a. Use the API to request document packets

The API curates a custom document pack that meets the contractual needs of each merchant location.

b. Distribute the Signing URL to merchant business owner(s)

Redirect the merchant business owner(s) to the signing URL.

NA implementations

For NA implementations, the API directs the Merchant to complete a mandatory eID Quiz to meet Know Your Customer (KYC) requirements.

The eID Quiz compares your principle applicants’ profiles against known fraudulent values. It effectively reduces the risk of boarding stolen, modified, and other high-risk identities.

c. Your merchant business owner(s) reviews and signs all documents

When your merchant business owner(s) has reviewed and signed all documents, go to Step 4.


❮ Back to Step 2 Step 4. Construct and POST the Application ❯