Skip to main content

Global SMTP

🏢 SMTP at the Organization Level​

Configure SMTP at the organization level to send all outgoing emails—such as request-signature and completion emails—using a company-configured SMTP server.
When enabled, these settings apply to all users unless individual SMTP customization is allowed and set up by the user.

How to Set Up SMTP at the Organization Level​

Admins can manage and enforce SMTP settings across the entire platform.

Step 1: Open the profile menu and select Console Application to access the admin console.
Step 2: In the Console, navigate to the Global SMTP section and configure your SMTP settings.

All users under your organization will automatically use the organization-level SMTP unless they are allowed to configure their own SMTP settings.

Global SMTP

Example:
Adam, the administrator, disables Enable individual user SMTP settings under Console → General.
As a result, Ursula cannot configure her own SMTP.

When Ursula sends a document to Sofia for signing, Sofia receives emails sent through the organization-level SMTP.
If Adam enables Enable individual user SMTP settings, but Ursula does not configure her own SMTP, emails will still be sent using the organization-level SMTP.

Note: Organization-level SMTP configuration is available only on Paid plans and is not included in Free plans.

🔗 Connect to Gmail​

Send request-signature emails directly from your Gmail account.

  • Click Connect to Gmail
  • A popup will appear prompting you to sign in
  • Grant the required access permissions
  • Once authorized, OpenSign will send emails using your Gmail account

⚙️ Custom SMTP​

Configure any third-party SMTP provider such as SMTP2GO or Mailgun.

  • Click Custom SMTP
  • A popup will appear asking for your SMTP details:
    • Host: SMTP server host (e.g., mail.smtp2go.com)
    • Port: SMTP port (e.g., 2525)
    • Sender Email: Email address configured in your SMTP account
    • Username: SMTP username
    • Password: SMTP password
Custom smtp

📤 OpenSign™ Default SMTP​

If selected, all request-signature and completion emails will be sent using OpenSign’s built-in SMTP server.