Changes

Contact Sign-Up Page Settings

20 bytes removed, 18:44, 12 October 2017
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This page consists of the following sections:
* '''Internal Entry''' – use this page when someone internally wishes to create a contact. Generally, this is not set.* '''Internal Format''' - overrides default signup page format and uses internal formatting for custom fields, including having any [[Show/Hide Header|hidden header fields]] present on the page.
{{SecurityToken}}
* '''Use Captcha Validation''' - enables [[CAPTCHA]] validation on sign-up page.
* '''Applicant Folder''' – adds the contact to an applicant folder in the [[Applicant Tracking]] Application Candidate.
* '''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.
* '''Attach Web Form''' – indicates the name of a [[SmartSimple]] [[Web Form|web form]] that the [[User|user]] completes after completing the sign up page.
* '''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
Contacts registering through this page will be either associated or disassociated with the selected [[Role|roles]].
 
 
==Contact Sign up – Folder Settings==
 
[[Image:SignUp6.png]]
* If you need the registered contact to store files within the system, then you can enable the '''Create Folder''' for [[User]] check box.
* This feature requires the [[Smart Folder|SmartFolders]] application to be enabled. You specify the [[Smart Folder]] directory where the [[User|user]] directories will be created and the [[Internal|internal]] role that will share access to the folder along with the [[User|user]].
* The folder will be named in the format '''firstname_lastname''' where first name and last name are the contacts first and last name.
* '''Confirmation page template''' defines the HTML content for the confirmation page. You can click Standard template to add the standard HMTL format or you can customised your own.
 
 
==Contact Sign up – Classicc Options==
 
* '''Internal Entry''' – use this page when someone internally wishes to create a contact. 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.
 
* If you need the registered contact to store files within the system, then you can enable the '''Create Folder''' for [[User]] check box.
* This feature requires the [[Smart Folder|SmartFolders]] application to be enabled. You specify the [[Smart Folder]] directory where the [[User|user]] directories will be created and the [[Internal|internal]] role that will share access to the folder along with the [[User|user]].
* The folder will be named in the format '''firstname_lastname''' where first name and last name are the contacts first and last name.
 
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