White Labeling

Feather Osborn -

This guide covers everything you need to know about white labeling. It explains what "white labeling" means, then lays out what to expect and how to proceed through the white labeling process.

Note that white labeling is an add-on feature, so there is a setup fee. To get started with white labeling, please contact support@snapdocs.com



 

What is White Labeling?

White labeling has two key components:

  1. When someone receives a Snapdocs email from your company the default return email address is "no-reply@snapdocs.com". After white labeling, these emails are sent from your custom address, i.e. "admin@your-company.com"
  2. When one of your employees, or a client of yours, logs into Snapdocs, the default url is https://your-company.snapdocs.com. With white labeling, it can appear as if users are logging in on your company's domain, i.e. https://orders.your-company.com.

 

Requirements

There are three basic requirements:

  1. You manage your own email domain. We can't use a "gmail.com" or "yahoo.com" email address, for example. You must already be able to send emails from "@your-company.com".
  2. You manage your own web domain. This is pretty much implied if you have your own email domain :)
  3. You are willing to buy an SSL certificate for your new domain. Snapdocs uses HTTPS, to ensure compliance and security. Instructions for purchasing and installing an SSL are provided below.

Nice to have: A technical contact on your end. This process gets into the nitty-gritty of DNS. While our instructions aim to be thorough and straightforward, having someone familiar with domain management helps a lot.

 

Getting Started

  1. Reach out to us via support@snapdocs.com. We will process the setup fee, and activate white labeling features for your company.
  2. Identify what email address you'd like to use as your "reply-to", for example "admin@your-company.com", and let us know what it is so we can set things up on our end. Then see the email setup instructions below.
  3. Decide what url you'd like to use for your snapdocs portal (it must be a subdomain of the domain you own, we recommend something like "orders.your-company.com") and follow the custom domain setup instructions below.

 

Email Setup

Allowing us to use your domain for Snapdocs emails requires setting up a few TXT records with your domain registrar. This section goes over how to do that.

  1. Log in to your domain registrar (e.g. GoDaddy)
  2. Find the section for "TXT (Text)" records
  3. Look for a record that starts with "v=spf1", and...
    • ...if you find a record
      • It should contain a string that looks something like this:
        • v=spf1 include:spf.your-email-provider.com ~all
      • Update the record with an additional component, like so:
        • v=spf1 include:spf.your-email-provider.com include:spf.mandrillapp.com ~all
    • ...if you do NOT find a record
      • Create a new TXT record, with a host of @ and a value of:
        • v=spf1 include:spf.mandrillapp.com ~all
  4. Add a new TXT record for secure emails (a DKIM)
    • The host should read mandrill._domainkey
    • The value should read:
      • v=DKIM1; k=rsa; p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQCrLHiExVd55zd/IQ/J/mRwSRMAocV/hMB3jXwaHH36d9NaVynQFYV8NaWi69c1veUtRzGt7yAioXqLj7Z4TeEUoOLgrKsn8YnckGs9i3B3tVFB+Ch/4mPhXWiNfNdynHWBcPcbJ8kjEQ2U8y78dHZj1YeRXXVvWob2OaKynO8/lQIDAQAB;
  5. And that's it! Once things are finished on our end (this will involve you forwarding a verification email to us. We'll let you know when to look out for it) all Snapdocs emails from your company will send from your custom address (i.e. admin@your-company.com)

 

Custom Domain Setup

This section covers how to set up a CNAME, purchase an SSL, and install your new SSL on Snapdocs.

  1. Take note of the url that you are currently using to access Snapdocs (it should look something like "your-company.snapdocs.com")
  2. Log in to your domain registrar (e.g. GoDaddy)
  3. Create a new CNAME that points your chosen subdomain to the current Snapdocs url. For example, you'll create a CNAME for "orders.your-company.com" with a "host" of "orders" (the subdomain) that points to "your-company.snapdocs.com" (your current Snapdocs url)
  4. Purchase an SSL certificate from your domain registrar. If they ask, our server type is "NGINX" (sometimes "other"). To avoid going through this process annually, we strongly encourage you to purchase a multi-year certificate (you can often get a discount this way, too).
  5. There are two important snippets of code you'll receive when you purchase an SSL - a certificate, and a key. They'll likely come in file formats that are unfamiliar to you, but you should be able to open them by right clicking and opening with Notepad (or a similarly simple text editor). They should look something like this (these examples are fake).
    • Example Certificate:
    • -----BEGIN CERTIFICATE-----
      MIIDFTCCAf2gAwIBAgIJAMPJU0Hr+MC1MA0GCSqGSIb3DQEBBQUAMCExHzAdBgNV
      BAMMFnN0YWdpbmcuZmF0dHlicmFpbi5jb20wHhcNMTcwMTMxMjMyMzA5WhcNMjcw
      MTI5MjMyMzA5WjAhMR8wHQYDVQQDDBZzdGFnaW5nLmZhdHR5YnJhaW4uY29tMIIB
      IjANBgkqhkiG9w0BAQEFAAOCAQ8AMIIBCgKCAQEAqj36gckzDPHasuQtjb0WLbde
      635xzoLJ/CukuJN8RRjtLjWEQEyZSp1yBWANSxeeF0lr3RbvaWjwpL58ZZHsUqyX
      w2i6NGoLNXxsAefNClzEe1YvwX2IsnvG0d4QGcF3axBwB2cXPB+3kn1yfqCM466F
      +KWI3WTw5PWpMhyKFYxzV3G5UILWZ3ofMpLueEXOeRiRFYGWR8RZZseo5M4vrETG
      Jawcfp7E9YgCZvHHgbFieZC1hr5jkDd0mpGVBzojeo8ryaPmCTAgVwaFVrS8Nv1q
      SMEfCjQULNY/iMPuX8kF9ltdBwnY6tnKgy7dZmuk6/ZTpk9OAisJ7du0TjISWQID
      AQABo1AwTjAdBgNVHQ4EFgQUANgawb8+6JappML6PLTQJZFTXUUwHwYDVR0jBBgw
      FoAUANgawb8+6JappML6PLTQJZFTXUUwDAYDVR0TBAUwAwEB/zANBgkqhkiG9w0B
      AQUFAAOCAQEAEfRjM2RvhiaGV5XdrFdrZr5agyEFsoQlN20+vYOMAayIAO9HsV/P
      XxvVRTLr5ACKrL6y1Dcvw2RYxOAl9hby7vfm+d1DRmFAPCNUZX5jgEdXPA1yKWac
      SVZ4jH89OnTUiSH4B4Tp5IKTWQJJWax6lsY3en2TUfS5J1H9hM/Z5jVYicbKKnpV
      05cIES2ibxwLD3kdd/Ip6ETdBqGt+4O1hoqhGcZ+Wzl5ZGSTKAygCH7eI36thr0M
      EYi1k4Zac8ySpFyeMBDOeJvE5JnZlPHIFN4e724jprTBXtwuig3ianFtRLigBqh8
      WLzUlr8uQ5OiGWwyIzKqVXIXml99q1GnAQ==
      -----END CERTIFICATE-----
      
    • Example Key:
    • -----BEGIN RSA PRIVATE KEY-----
      MIIEogIBAAKCAQEAqj36gckzDPHasuQtjb0WLbde635xzoLJ/CukuJN8RRjtLjWE
      QEyZSp1yBWANSxeeF0lr3RbvaWjwpL58ZZHsUqyXw2i6NGoLNXxsAefNClzEe1Yv
      wX2IsnvG0d4QGcF3axBwB2cXPB+3kn1yfqCM466F+KWI3WTw5PWpMhyKFYxzV3G5
      UILWZ3ofMpLueEXOeRiRFYGWR8RZZseo5M4vrETGJawcfp7E9YgCZvHHgbFieZC1
      hr5jkDd0mpGVBzojeo8ryaPmCTAgVwaFVrS8Nv1qSMEfCjQULNY/iMPuX8kF9ltd
      BwnY6tnKgy7dZmuk6/ZTpk9OAisJ7du0TjISWQIDAQABAoIBAEnH8LCc9U4P53uO
      XpvGLj2D8lRXiZU5o7ZxZ8NC0CHWKrzTHs0LJYhr8gWYWkqIItDu1huMnBfwDhMo
      JxuSAXzXJjLfSYv7xX3ZvamZv4hVKiZV9P6DnGHWORWtiwbOjSXOiu76Y9x/1nxb
      d+qfRFBMy+02OLnSzIA+Y6S/L60ka12xbN5UTKNbbUHga4Rfn7hXf4r+NpdU0rYo
      BSxEa8/O4huPQRso0nq03ZZB2kpTTrHGRQuZlf81+I7/XCe3cNKVWyHB29cqLXqG
      Ooe8RnOc+RBudXOPEa8/h8J3OZwqqLISI+nCEvU9bBcR9Khxav9i1sdTF6ldSxqj
      hRgOTF0CgYEA320TZhgTIxmzXjagMCYaOkgHe7Le+udo7/51d2I/+C1gUJwDehYg
      OT5+9qtEUcltbB0aF0QyWItBFGubTWEBejaDm7eD1MXPUZke0USBtET0bBokQSyM
      4slka3MEf4EZn8zjWwk5TNEj4YWOZGxVz4mQaug5cI8r9An2uzpy/k8CgYEAww/r
      RsHrz8CaZQnZcKXNQ72iMi2F4sYFf4jxJ7Es1ESdwskJKwaH/qnouyni3eIJNJ+H
      x+SNaqsn5VydQXvPJgsbi64twMRGWSZxKYWD3j4hEePhUoy4MILmBpOZKaLvRsDv
      mmnYndgugwnrm8Xjub4r2FZPMpw0crL03ZKoItcCgYBsVFazibi9rBhr9dB1iAPv
      fj0inPfAb7NRqe8Kk3iwvE+Wxg5pg5DcMJEeyKu3fBKx+OpNnaNLizlizUnfmsk8
      mHH3bmNdJwv+ZF+s16qL3WMlhwdNEmy9CSjHcF0d9VqXQKB7410FAeKD1l3UEzMI
      DYsYSsCO8tw81xfqb8yRwQKBgDlG92MzljbO64c3uS2mwfteN75cN7A7TWoBoC5z
      jCJYc6q6tYJ4zH4vDjPHPOLCeMmG/qvnpM7pqzFiXJrZ7B3TrSb64lx0RePvsdLr
      balYvQUv0P4YbA1yonDT7mmXeoNgK/s/kWfoDuBTjWeUWCY2fVFtJpxJ2ezEN7rI
      Ua7JAoGAX0Ik3pw7zMmOYNnSOgwvihMfdsnZ8DnIGkWNfAfv66+xbgGkKy9KQo7A
      IFfrk6bsQN0Fg3do4326g09ZlUYcvKEqUsa+8GBH2176w7wL/d7jvsZHlApcr6V+
      MzIl485i6Wykx97okL3O6++76feEbtSq3rOTHgl7KP1rDUAfqrw=
      -----END RSA PRIVATE KEY-----
      
    • NOTE: It's important to include the "BEGIN" and "END" sections
  6. Log in to Snapdocs and go to the Branding section of Company Settings (Admin -> Company Settings -> Branding). Scroll down to the "Custom Domain" section.
  7. Fill out the form, including your domain (e.g. orders.your-company.com), certificate, and key, then hit Save. If there are any problems, you will receive an error message. If everything is correct, you'll see a "Pending" message. It can take a day or so for the process to complete, but once the changes are live, it should change from "Pending" to "Active".
  8. That's it! You should now be able to access your Snapdocs portal via the new url, e.g. https://orders.your-company.com.

 

Troubleshooting

We'll list specific problems and solutions here as they're encountered. If you have any issues not covered by this page, please contact support@snapdocs.com

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