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Documents & Contracts

How to redirect a user to a specific page after signing a contract?

Overview You can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the…

2 min read382 words3 explained imagesUpdated Thu, 20 Feb, 2025 at 12:14 AM
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On this page
  1. Overview
  2. 1. Enable Global Custom URL Redirection
  3. 2. Set Up a Custom URL Per Document
  4. 3. Redirection After Payment
  5. 4. Troubleshooting & Tips
  6. 5. Common Use Cases

Overview

You can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the Document. This helps create a seamless, branded experience—whether that’s showing them a thank-you page, leading them to a scheduling link, or upselling additional services.

1. Enable Global Custom URL Redirection

  1. Navigate to Documents & Contracts
    • In the left menu, go to Payments → Documents & Contracts.
  2. Open Settings
    • Click the Settings button at the top-right (gear icon).
    • Select Document Settings from the sidebar.
  3. Toggle on “Redirect to a Custom URL”
    • Flip the switch to enable it globally for all Documents.
    • Enter the URL (e.g., https://example.com).
    • Choose Open in Existing Tab or Open in New Tab.
  4. Save Your Changes
    • Click Save to confirm.

Note: Global settings will not override a custom URL added directly to a specific Document or Template.

1. Enable Global Custom URL Redirection (image 1 of 3) What this shows Note: Global settings will not override a custom URL added directly to a specific Document or Template. What this shows Illustrates the "1. Enable Global Custom URL Redirection" section of "How to redirect a user to a specific page after signing a contract?". This screenshot appears in the "1. Enable Global Custom URL Redirection" section of "How to redirect a user to a specific page after signing a contract?". The text alongside this image reads: Note: Global settings will not override a custom URL added directly to a specific Document or Template. Immediately after, the guide continues: Create or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document. Image 1 of 3 What this coversNote: Global settings will not override a custom URL added directly to a specific Document or Template.
Buttons and menus referenced Navigate to Documents & ContractsPaymentsDocuments & ContractsOpen SettingsSettingsDocument SettingsToggle on “Redirect to a Custom URL”Open in Existing TabOpen in New TabSave Your ChangesSave
Next stepCreate or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document
All 4 steps in this procedure
  1. Navigate to Documents & Contracts
  2. Open Settings
  3. Toggle on “Redirect to a Custom URL”
  4. Save Your Changes

2. Set Up a Custom URL Per Document

  1. Create or Edit a Document
    • From Documents & Contracts, open any existing Document or click + New to create one.
  2. Document Settings
    • At the top, click Settings → Document Settings.
  3. Enable Redirect & Enter URL
    • Toggle on Enable redirection to custom URL.
    • Enter the desired URL.
    • Select if it should open in the same tab or a new tab.
  4. Save Your Document
    • Click Save or Send as needed.
2. Set Up a Custom URL Per Document (image 2 of 3) What this shows Create or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document What this shows Illustrates the "2. Set Up a Custom URL Per Document" section of "How to redirect a user to a specific page after signing a contract?". This screenshot appears in the "2. Set Up a Custom URL Per Document" section of "How to redirect a user to a specific page after signing a contract?". The text alongside this image reads: Create or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: If you’ve enabled a Payment option within your Document, the same redirect settings apply once payment is made. Image 2 of 3 What to fill inCreate or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document
Fields in this part of the guide Document SettingsEnable Redirect & Enter URL
Buttons and menus referenced Create or Edit a DocumentDocuments & Contracts+ NewDocument SettingsSettingsEnable Redirect & Enter URLEnable redirection to custom URLSave Your DocumentSaveSend
Next stepIf you’ve enabled a Payment option within your Document, the same redirect settings apply once payment is made:
Example values
Enable Redirect & Enter URL
https://northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 4 steps in this procedure
  1. Create or Edit a Document
  2. Document Settings
  3. Enable Redirect & Enter URL
  4. Save Your Document
2. Set Up a Custom URL Per Document (image 3 of 3) What this shows Create or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document What this shows Illustrates the "2. Set Up a Custom URL Per Document" section of "How to redirect a user to a specific page after signing a contract?". This screenshot appears in the "2. Set Up a Custom URL Per Document" section of "How to redirect a user to a specific page after signing a contract?". The text alongside this image reads: Create or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: If you’ve enabled a Payment option within your Document, the same redirect settings apply once payment is made. Image 3 of 3 What to fill inCreate or Edit a Document Document Settings Enable Redirect & Enter URL Save Your Document
Fields in this part of the guide Document SettingsEnable Redirect & Enter URL
Buttons and menus referenced Create or Edit a DocumentDocuments & Contracts+ NewDocument SettingsSettingsEnable Redirect & Enter URLEnable redirection to custom URLSave Your DocumentSaveSend
Next stepIf you’ve enabled a Payment option within your Document, the same redirect settings apply once payment is made:
Example values
Enable Redirect & Enter URL
https://northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 4 steps in this procedure
  1. Create or Edit a Document
  2. Document Settings
  3. Enable Redirect & Enter URL
  4. Save Your Document

3. Redirection After Payment

If you’ve enabled a Payment option within your Document, the same redirect settings apply once payment is made:

  • Global Setting: If enabled, your customers are automatically redirected after their payment is processed.
  • Document-Level Setting: If you’ve enabled and specified a URL here, it takes priority for that specific Document.

4. Troubleshooting & Tips

  • Test Before Sending: Use the Preview option in Documents to confirm that the redirect works as expected.
  • Override Logic: Document-specific redirects will override global redirects. Turn off or remove the Document-level setting if you want to rely solely on the global redirect.

5. Common Use Cases

  • Thank-You Pages: Direct new signers/payers to a personalized thank-you or confirmation page.
  • Onboarding: Prompt customers to complete onboarding steps immediately after signing.
  • Upsells: Show complementary offers or scheduling pages to drive further engagement.
  • Reviews: Get reviews from your users after they've signed a completion agreement.

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