What’s New?
- Now, when a customer signs a document or completes a payment within your Document, they can be redirected to a custom URL of your choice.
- You can set this redirection globally for all Documents & Contracts or configure it for individual templates.
- Choose how your link opens: in an existing tab or a new tab – for a smoother client experience.
How to Use?
Global Settings
- Go to Payments → Documents & Contracts → Settings and open Document Settings.
- Enable the “Redirect to a Custom URL” toggle.
- Enter the desired URL and select how you want it to open.
- Click Save to apply globally (unless overridden at template-level).
Per-Document / Per-Template Settings
- When creating or editing a Document or Document template, click Settings at the top.
- Toggle on “Enable redirection to custom URL.”
- Enter your URL and choose where it opens.
- Save your Document or template. After the client signs (or pays), they’ll be sent to your custom link.
Why We Built It
Immediately guide your clients to next steps (like a thank-you page, onboarding form, or scheduling link) after signing or payment from a document.
