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This page consists of the following sections:
==Company Sign up – General Settings==
* '''Description''' – describes the purpose of the sign up page.
*'''[[Attach a Workflow to Company/user Registration Page|Attach Workflow]]''' - enables a Workflow to be triggered off of a Company/User registration page
==Company Sign Up – Page URLs==
* '''Standard URL''' – the address of the sign up page. You use this link to access the page directly or embed the link within your web site.
* '''Email Broadcast URL''' – used in conjunction with the Email Broadcast [[Application|application]] to display a company’s detail, and allow the recipient to update the company profile – without logging into the system.
==Company Sign Up – Fields Settings==
The user can click on the drop-down to view the fields by category, based on whether they are standard fields, custom fields or category specific fields.
[[Image:SignUp10.png|750px]]
The user can drag the fields from the left hand side over to the right hand side. Fields listed on the right hand side appear on the Signup page in the order that they are listed.
==Company Sign Up – External Verification==
[[Image:SignUp12.png]]
The available verification service options are as follows:
[[Image:SignUp13.png]]
*'''IRS''': Option to select if users wishes to search IRS database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
**''Lookup Filed Field ID'': The custom field that stores the EIN or Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the IRS database has been completed.
**''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the IRS database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the IRS database has been completed.
**''IRS Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the IRS search screen.
**''Exclude Foundations'': Allows users to specify certain Foundation Types that will not be returned by the IRS search, helping restrict which type of foundations that can register.
[[Image:SignUp14.png|750px]]
*'''CRA''':Option to select if users wishes to search CRA database before allowing the company to register. Additional options are exposed when configuring the sign-up page. **''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the CRA database has been completed. **''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the CRA database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the CRA database has been completed. **''CRA Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the CRA search screen.
*'''UK''':Option to select if users wishes to search UK Charity Commission database before allowing the company to register. Additional options are exposed when configuring the sign-up page. **''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the UK Charity Commission database has been completed. **''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the UK Charity Commission database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the CRA database has been completed. **''CRA Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the UK Charity Commission database search screen.
*'''ABN''':Option to select if users wishes to search Australian Business Register database before allowing the company to register. Additional options are exposed when configuring the sign-up page. **''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the Australian Business Register database has been completed. **''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the UK Charity Commission database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the Australian Business Register database has been completed. **''CRA Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the Australian Business Register database search screen.
