Creating a WhistlePage
WhistlePages are quick and easy landing pages that you can create and send to your MyWhistleBox visitors via email.
A WhistlePage is comprised of a few formatted sections described below. This WhistlePage creator was designed to
be simple and quick to use, yet informative for your visitors. Once you've created a WhistlePage, you will be able
to send out a link via the WhistlePages tab of the Explorer Upload Request dialog.
Intro Paragraphs
Use this section to describe any initial instructions to your Page visitor. This will be placed directy under the Logo.
Enter a title for your page, the title is required. You can also use the styling toolbar to style your text or add links
to external documents.
WhistleLinks
WhistleLinks are a core part of the WhistlePage that allow visitors to upload, sign and download documents.
You can create as many WhistleLinks as you'd like and group them together into sections. All WhistleLinks have a
label that you can use to describe the purpose or action of the link. You can use WhistleLinks to help organize
your visitors.
Upload Links
Upload links will take your visitor to your upload page to upload documents. Even if you only use 1 public Box,
having multiple WhistleLinks can help visitors organize their uploaded files.
Signature Links
Signature Links are links that will take your visitor to the signing tool so they can sign a document.
When you create a Signature Link, you will enter a Label and choose a signable file. Like the WhistleLink, the Label
is what the
visitor will see and click on. When the visitor clicks on the link, he will be provided access to the Signing Tool to
sign the specified file.
Signature Links are great for forms and standardized agreements that you'd like to make available.
Important. Before you can select a signature file from the list, you will first have to make it accessible.
This is a simple procedure and is done in the
Explorer view. Return to the Explorer and locate your signature file. Remember, signature files are any pdf file.
Then click the action menu icon
()
followed by Include in WhistlePages from the action menu. That
command will designate the file for use in WhistlePages
(to remove, click "Remove From Whistle Pages"). Then return to this WhistlePage designer and you will see the file
in the drop down menu.
Document Links
Document links can be used when you want the user to download documents from your account. Examples would be policy
documents or "locked" pdf's
that can't be form filled or signed.
The document must be made accessible to the WhistlePage similarly as noted in Signature Links above.
Closing Paragraphs
Add any optional closing paragraphs that you'd like to communicate to your visitor.
Email Body
Add default text to be sent with the WhistlePage Request email. It can be overriden when the request is created.
For Team Plans, you can also add the following placeholders (include braces) which will be replaced by the appropriate member info.
- {memberFirst}
- {memberLast}
- {memberTitle}
- {memberEmail}
- {memberPhone}
- {memberAdditional1}
- {memberAdditional2}
- {memberBox}
- {companyLogo}
Additional1 and 2 are extra text fields that can used for anything you want. Typically these are used for license or
regulatory numbers.
Access Link
Most of the time you will want to send a WhistlePage link through a WhistlePage request via the Upload Request dialog. This is
good for sending a single request to a single email. But what if you want to send to many email recipients? Use an Access Link. First generate a
link for this Page, then copy the link and paste into an email. The link can be used as many times as you'd like and stay active for 1 year.
If you'd like to retire it, you can do so using the Request Log Report or just generate a new link.
Branding
With the branding pane, you can add a logo and change the theme colors to match your organization's branding. This
pane only appears
after a Page has been created. The Use Account Theme checkbox will override this page's theme with
the Custom Theme
you have set in your Account Settings. If all of your pages have the same theme, it's more convenient to set the
theme once in your Account Settings and
use it across all pages.
Preview, Test and Email
To see how your WhistlePage presents itself, click the Preview icon ().
Customizations affect both the
WhistlePage as well as the Upload Page. The preview shows both.
It's also a good idea to send yourself a test Upload Request so you can see exactly how a recipient will see it.
The test request will
also give you a chance to test WhistleLinks live and to make any adjustments before you send out to real recipients.
To send yourself a test, click the
envelope icon .
Active/Inactive Pages
WhistlePages cannot be deleted at this time but they can be set to Active or Inactive using the Active checkbox. When a WhistlePage is
active, it will appear in the Upload Request WhistlePage tab. Although you can't delete unwanted WhistlePages, you can set them to inactive,
change their name or reuse them at a later time.