White Labeling

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.

 

Two components to white labeling

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.

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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.

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Getting Started

Step 1: Reach out to us via support@snapdocs.com. We will process the setup fee, and activate white labeling features for your company.

Step 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.

Step 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 Masking

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.

Step 1: Log in to your domain registrar (e.g. GoDaddy)

Step 2: Find the section for "TXT (Text)" records

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:

Update the record with an additional component, like so:

...if you do NOT find a record

Create a new TXT record, with a host of @ and a value of:

Step 3: Add a TXT record with the following:

Step 4: Add two new CNAME record for secure emails (a DKIM)

Step 5: At this stage, you will need to contact your Customer Success Manager to receive additional instructions on whitelabeling. Please provide the custom email domain you’d like to use.

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 URL Domain Setup

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

Step 1: Take note of the url that you are currently using to access Snapdocs (it should look something like "your-company.snapdocs.com")

Step 2: Log in to your domain registrar (e.g. GoDaddy)

Step 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)

Step 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).

• 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 Certificates

Example Key

Step 5: Log in to Snapdocs and go to the Branding section of Company Settings (Admin -> Company Settings -> Branding). Scroll down to the "Custom Domain" section.

Step 6: 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".

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