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{{DeprecatedPage}}
See [[Signup_Page]]
{{Disambiguation - Company vs Contact Signup Pages}}
==Sign Up Page Settings==
1. Go to Global Settings - Orgainzations - Signup Pages.
2. Click on '''New Signup Page'''.
3. Company Sign up – General Settings is displayed.
[[Image:CompanySignUpPageGeneralSettingsPage.png|border]]
[[Show/Hide Header|hidden header fields]] present on the page.
{{SecurityToken}}
* '''Use Captcha Validation''' - enables [[CAPTCHA]] validation on sign-up page.
* '''Enable Address validation''' - Address, City, State/Province and Postal Code fields must be enabled.
* '''Match based on Local Hierarchy''' - [[Duplicate Check]] performed on new organization record only checks against organization records under new organization’s parent branch in the [[Hierarchy|organizational hierarchy]].
* '''Update Behaviour'''
* '''Field Language Caption''' – indicates the field language caption to be used for this sign up page.
* '''Default Country''' – controls the default country displayed in the country combo box. It also controls if States (United States) or Provinces (Canada) should be displayed first in the State/Province combo box.
* '''Default State''' – controls the default state/province displayed in the State/Province combo box.
* '''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==
There are two [[URL|URLs]] associated with each sign up page.
[[Image:SignUp1.png]]
* '''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 Field Settings section of the sign-up page allows you to define the fields to display on the Signup page, as well as the order that they should appear.
The left hand side of the screen provides the fields that can be used.
[[Image:SignUp9.png]]
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.
* '''Ajax''': Option to select if users wishes to have an Ajax Organization name lookup, allowing for the quick selection of organizations from those already found in the system. Additional options are exposed when configuring the sign-up page.
** ''Lookup Category'': Allows selection of the [[Client Categories|categories]] of organizations in the system that should be returned by the Ajax search. Will return all organizations regardless of category if left blank. ** ''Lookup Status'': Allows selection of the [[Status|statuses]] of organizations in the system that should be returned by the Ajax search. Will return all organizations regardless of status if left blank.
When the Sign-up page is generated then the user simply types in some text and is presented with matching options, which they click on to select.
==Company Sign up – Category Settings==
You associate the company sign up page to one or more company categories.
[[Image:SignUp11.png]]
The categories can be selected using the Lookup, with the options avaiablle depending on the categories that you have set in your instance.
The available actions are as follows:
*'''Add this category to profile''': You select the categories that you wish to add against companies who sign-up to the system using the current page. *'''Change profile to this category to profile''': You select the categories that you wish to update the company who sign-up to the system using the current page. *'''Remove from this category''': You select the categories that you wish to remove from companies who sign-up to the system using the current page.
==Company Sign Up – Page Templates==
There are two HTML [[Template|templates]] associated with the sign up page. You will need HTML skills to format these pages if you do not use the standard templates.
* ''' Sign up page Template''': defines the HTML content for the sign up page. You can click Standard template to add the standard HMTL format or you can customise your own. There are differences in the Standard Template used for a standalone Company sign-up page compared to one which has a contact sign-up page attached. The system enforces the correct template on save, displaying alerts if the wrong template is not used.
[[Image:SignUp23.png]]
==Company Sign Up – Classic Options==
* '''Internal Entry''' – use this page when someone internally wishes to create a company. Generally this is not set.
* '''Internal Format''' - overrides default signup page format and uses internal formatting for custom fields, including having any
* '''Attach Web Form''' – indicates the name of a SmartSimple [[Web Form|web form]] that the [[User|user]] completes after completing the sign up page.
==Previewing the Sign up Page==
Before you activate the sign up page, you should preview and ensure that the fields and formatting are suitable.
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|border]]
1. Select the address in the sign up page [[URL]] text box and press '''Control + C''' or choose the '''Edit Copy''' [[Menu|menu]].
The company is listed under the sign up organisation.
