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Documents & Contracts: Custom URL Redirection

Documents & Contracts: Custom URL Redirection

March 06, 20251 min read

  • 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.

Documents & Contracts: Custom URL Redirection
  • 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).

Documents & Contracts: Custom URL Redirection

Per-Document / Per-Template Settings

Documents & Contracts: Custom URL Redirection
  • 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.

Documents & Contracts: Custom URL Redirection
Documents & Contracts: Custom URL RedirectionPayments
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Documents & Contracts: Custom URL Redirection

Documents & Contracts: Custom URL Redirection

March 06, 20251 min read

  • 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.

Documents & Contracts: Custom URL Redirection
  • 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).

Documents & Contracts: Custom URL Redirection

Per-Document / Per-Template Settings

Documents & Contracts: Custom URL Redirection
  • 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.

Documents & Contracts: Custom URL Redirection
Documents & Contracts: Custom URL RedirectionPayments
Back to Blog