Difference between revisions of "Creating a Company Sign Up Page"

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1. Go to Global Settings - Orgnizations and click on the Signup Pages link.
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#Redirect [[Company Sign-Up Page Settings]]
  
The Company sign up list view is displayed, showing all configured list views, as well as '''New Sign Up Page''' button.
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{{DeprecatedPage}}
 
 
[[Image:CompanySignUpPageListView.png|1000px|border]]
 
 
1. Click the ''New Sign Up Page''' button. The  Signup page configuration screen appears. '''Activate Page''' should default to '''Yes'''.
 
 
 
2. Go to the Field Settings section and select the fields to appear on the sign-up page.
 
 
 
[[Image:SignUp9.png]]
 
 
3. Click the '''Sample Template''' link for the '''Signup page Template'''.
 
4. Click the '''Sample Template''' link for the '''Confirmation page Template'''.
 
5. Click any '''Save''' button.
 
 
 
==Previewing the Sign up Page==
 
 
 
Before you activate the sign up page, you should preview and ensure that the fields and formatting are suitable.
 
 
 
1. Click the '''Preview''' button.
 
 
 
The sign up page is displayed in a separate [[Browser|browser]] window.
 
 
 
2. Close the '''Preview''' window.
 
 
 
==Testing a Company Sign up Page==
 
 
 
You can test the sign up page by copying the sign up page standard [[URL]] into a new [[Browser|browser]] window and completing the form.
 
 
 
If you forget to activate the page and attempt to display it, you will get the following message:
 
 
[[Image:SignUp20.png]]
 
 
 
 
1. Select the address in the sign up page [[URL]] text box.
 
 
 
2. Press '''Control + C''' or choose the '''Edit Copy''' [[Menu|menu]].
 
 
 
3. Launch a copy of your [[Browser]].
 
 
 
4. Select the '''Address''' line in the [[Browser]].
 
 
 
5. Press '''Control + V''' or choose the '''Edit Paste''' [[Menu|menu]].
 
 
 
6. Press the '''Enter''' key.
 
 
 
The company sign up page is displayed.
 
 
 
[[Image:SignUp21.png|500px]]
 
 
7. Complete the appropriate details.
 
 
 
8. Click the '''Submit''' button.
 
 
 
The '''Confirmation''' page is displayed.
 
 
 
9. Close this [[Browser|browser]] window.
 
 
 
10. Click on the '''Organisation''', [[External]] Contacts link.
 
 
 
The company is listed under the sign up organisation.
 
 
 
[[Image:Sign16.png]]
 
 
 
==See Also==
 
* [[Assign Owner from the Company Signup Page]]
 
 
 
 
 
[[Category:System Management]][[Category:Sign-Up Features]]
 

Latest revision as of 07:35, 21 July 2017


Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.