Custom thank you page when done

[Open eSignForms]

Question received by tech support:

On two HR forms, we want this added to the page that shows up when the transaction is done. It says You are done. Thank you! and a bunch of text and a list of documents. We need to make a custom one of that page with some other instructions telling them to print the form or phone a number or something. How do I copy the system version of that page and swap it in instead? 

[Open eSignForms]

When a party completes all documents, they are brought back to the package+disclosure page (as configured in the package).  The package+disclosure has e-sign disclosure statements required by law, a list of all documents the user has to process or has already completed, a button to download the completed documents when all done, etc.

The default package+disclosure comes from the ESF/Library/Template document StandardPackageDisclosures.  You can just create your own document like "Disclosures" in the your library and copy/paste from the other template library (probably best to copy and paste while in SOURCE mode to get all of the logic).  There are no real parties, fields or custom logic for a package document, so it's easy to copy over.

Then in the package, change the 'Package+disclosure view' to use your document.

Another option is to create a landing page on your company web site after it's all done you can control the message directly from your own web site, and then use the package party to specify the "done URL" to point to that web page.