We are excited to introduce a seamless feature designed to enhance your client's journey: Custom URL Redirection. Now, once a customer signs a document or completes a payment, you can redirect them to a URL of your choice. This allows for a more guided and cohesive client experience.
To set up custom URL redirection for all documents, follow these steps:
Navigate to Payments → Documents & Contracts → Settings and access Document Settings.
Enable the “Redirect to a Custom URL” toggle.
Enter the desired URL and specify if it should open in the current or a new tab.
Save your settings to apply them globally (this can be overridden for individual templates).
For specific document or template customization:
While creating or editing a Document or Document template, select Settings at the top.
Toggle on "Enable redirection to custom URL."
Input your desired URL and decide on the link-opening preference.
Save the settings. Post-signature or payment, clients will be redirected to your specified link.
This feature provides an opportunity to immediately guide your clients to their next steps—whether it's redirecting them to a thank-you page, prompting them to fill out an onboarding form, or linking to a scheduling page. Simplify your workflow and improve client satisfaction by integrating seamless transition points directly within your documents.
For more detailed assistance, visit our Support page or explore other product updates here.
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