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Company Sign-Up Page Settings

1 byte added, 12:55, 23 June 2016
Company Sign Up – External Verification
*'''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.
[[Image:SignUp14.png|750px]]
 
**''Lookup 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]]
 
When the Sign-up page is generated then the user is presented with a '''Search IRS Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here,
[[Image:SignUp15.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.
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