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.
Global Settings
Go to Revenue > 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).
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.
Immediately guide your clients to next steps (like a thank-you page, onboarding form, or scheduling link) after signing or payment from a document.
