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→Company Sign Up – External Verification
==Company Sign Up – External Verification==
The Field Settings section of the sign-up page also allows users to select an [[OFAC, IRS, CRA and Other Checks|external verification service]], which can then be used confirm or deny an organization's status as a charity, non-profit, or educational institution, as well as their presence on watch lists. Limit Searchable Fields to ID only option shows up only when the External Verification Service is set to IRS, CRA, UK or ABN. When this option is enabled only the ID field is available for search on the External Verification Search page.
[[Image:SignUp12.png]]
The available verification service options are as follows:
*'''None''': Option to select if there is no wish to use an external verification service. All Company field, including Name, can be entered as free text.
*'''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. 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.
[[Image:SignUp13.png|550px]]
* '''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.
** ''IRS Field'': Allows users to map values from the fields returned by the IRS database search to fields within the system itself. This includes specifying the field that stores the EIN or Registration # for the organization, which will be automatically populated once a successful search of the IRS database has been completed. The corresponding fields must be displayed on the Signup page and will be read-only when viewed. Use the '+' symbol to add additional rows of data to be mapped, then select the IRS field the data is to be extracted from using the drop-down field, and finally enter the reference to the custom field (with prefix of cf_) in the Custom Field column.
** ''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 can register.
** ''Exclude Subsection(s)'': Allows users to specify certain Foundation Type subsections that will not be returned by the IRS search, helping restrict the types that can register.
[[Image:SignUp_IRS.png|550px|border]]
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.
** '''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.
When the Sign-up page is generated then the user is presented with a '''Search CRA Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
**'''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. ***''UK 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.
When the Sign-up page is generated then the user is presented with a '''Search UK Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
**'''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. ***''ABN 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.
When the Sign-up page is generated then the user is presented with a '''Search ABN Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
