How-To Set Up Custom URL Redirection for Documents & Contracts in Tekmatix

Overview

Tekmatix now allows users to redirect clients to a custom URL after signing a document or completing a payment. This feature ensures a smooth user journey by directing customers to the next step immediately—whether that’s a thank-you page, an onboarding form, or a scheduling link.

You can configure redirection globally for all documents or set up custom redirects for individual templates, giving you full control over the client experience.

Sample Use Case: Streamlining Client Onboarding

Scenario:
Lisa runs a coaching business and uses Tekmatix to manage her contracts. After clients sign their service agreements, she wants them to book their first coaching session immediately.

Solution:
Lisa enables custom redirection on her coaching contract and sets the URL to her online scheduling page. Now, once a client signs, they are instantly taken to her booking calendar—eliminating back-and-forth emails and speeding up the onboarding process!

Why It Matters

By utilizing custom URL redirection, you can: 

✅ Improve customer experience with seamless navigation.
✅ Automate next steps like booking appointments, accessing resources, or confirming transactions.
✅ Increase conversions by guiding customers exactly where they need to go after signing or paying.

Step-by-Step Guide

Global Redirection Settings

This applies to all documents unless overridden at the template level.

1. Go to Payments → Documents & Contracts → Settings.

2. Open Document Settings.

3. Enable the toggle for “Redirect to a Custom URL”.

4. Enter your desired URL where customers should be redirected after signing or payment.

5. Choose how the link opens:

   • Same tab (keeps users in the current window).

   • New tab (opens a separate browser window for convenience).

6. Click Save to apply globally.

Per-Document / Template-Specific Redirection

If you need a unique redirect for specific documents or templates, follow these steps:

1. Open an existing Document or create a new one.

2. Click on Settings at the top.

3. Toggle on “Enable redirection to custom URL”.

4. Enter your specific URL.

5. Select whether the link should open in the same or a new tab.

6. Click Save.

🔹 Once a client signs or completes a payment, they will be automatically redirected to your chosen link.

Conclusion

The Custom URL Redirection feature in Tekmatix helps businesses create a seamless and automated customer experience. Whether you’re guiding users to a thank-you page, an onboarding form, or a next-step resource, this feature enhances efficiency and engagement.

✅ Set it up once, and let Tekmatix handle the rest!