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There are a number of signup options:
* '''Contact sign up''' - create a new person at the associated level in the [[Organisation Hierarchy|organisation hierarchy]].
* '''Company sign up''' - create a new company at the associated level in the [[Organisation Hierarchy|organisation hierarchy]].
* '''Company sign up page linked to a Contact sign up page''' - creates the company and then the contact.
* '''Custom combined page''' - creates the company and contact off the same page.
You use the feature as outlined below:
1. Create a standard '''Company Signup''' page within [[SmartSimple]]. Remember to set (as required):
* The '''mandatory''' and '''optional''' standard fields.
* The company '''categories'''.
* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
* Click the '''Activate Page''' option button.
* Set the '''Name Check''' field as appropriate (update profile or create new profile).
* Click the '''Save''' button.
* Make note of the token reference in the standard [[URL]].
2. Create a standard '''Contact Signup''' page within [[SmartSimple]]. Remember to set (as required):
* The '''mandatory''' and '''optional''' standard fields.
* The contact [[Role|roles]].
* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
* Click the '''Activate Page''' option button.
* Set the '''Email Check''' field as appropriate (update profile or create new profile).
* Set the '''Enable Login''' - if required.
* Click the '''Save''' button.
Make note of the token reference in the standard [[URL]].
3. Edit the attached '''signup''' page and modify the token references to the two tokens noted in steps 1 and 2.
[[Image:Signup.png]]
4. '''Save''' the page.
5. Create a web enabled [[Smart Folder]] and store the modified page in the folder.
6. Select the [[URL]] for this file through the '''File Options'''.
7. Use this [[URL]] as the link in the website.
[[Category:System Management]]
* '''Contact sign up''' - create a new person at the associated level in the [[Organisation Hierarchy|organisation hierarchy]].
* '''Company sign up''' - create a new company at the associated level in the [[Organisation Hierarchy|organisation hierarchy]].
* '''Company sign up page linked to a Contact sign up page''' - creates the company and then the contact.
* '''Custom combined page''' - creates the company and contact off the same page.
You use the feature as outlined below:
1. Create a standard '''Company Signup''' page within [[SmartSimple]]. Remember to set (as required):
* The '''mandatory''' and '''optional''' standard fields.
* The company '''categories'''.
* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
* Click the '''Activate Page''' option button.
* Set the '''Name Check''' field as appropriate (update profile or create new profile).
* Click the '''Save''' button.
* Make note of the token reference in the standard [[URL]].
2. Create a standard '''Contact Signup''' page within [[SmartSimple]]. Remember to set (as required):
* The '''mandatory''' and '''optional''' standard fields.
* The contact [[Role|roles]].
* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
* Click the '''Activate Page''' option button.
* Set the '''Email Check''' field as appropriate (update profile or create new profile).
* Set the '''Enable Login''' - if required.
* Click the '''Save''' button.
Make note of the token reference in the standard [[URL]].
3. Edit the attached '''signup''' page and modify the token references to the two tokens noted in steps 1 and 2.
[[Image:Signup.png]]
4. '''Save''' the page.
5. Create a web enabled [[Smart Folder]] and store the modified page in the folder.
6. Select the [[URL]] for this file through the '''File Options'''.
7. Use this [[URL]] as the link in the website.
[[Category:System Management]]
