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General Settings

The General Settings section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform.

🚀 How to Access the General Settings Page​

  1. Log in to your OpenSign account using an Admin account.
  2. Click on your profile menu (top-right corner) and select Console.
  3. From the left sidebar, choose General.

You’ll now be on the General Settings page.

🔒 Note: The General Settings page is available only to Admin users. Regular users will not see this option in their menu.

Enabled Signature Types​

Admins can define which signature types are available across the organization.

All users under your account will only have access to the signature methods you enable here in their Preferences. Any disabled methods will be hidden from their options.

Example:
If Adam, the admin of your organization, disables the Typed signature type in the Manage Signature Types section, Ursula (a team member) will no longer see the Typed signature option in her preferences.

However, Ursula can still enable or disable any of the remaining signature types for each document she creates.
When she sends a document to Sofia (a signer), Sofia will only be able to use the signature methods that Ursula selected during the document setup.

Note: Managing Signature Types at the organization level is available in the Teams and Enterprise plans.
This feature is not included in the Professional or Free plans.

General settings

Allow Indexing of Public Profile​

When this option is enabled, user's public profiles will be indexed by search engines and may appear in search results.

Email Template Customization​

This setting determines whether team members can create and manage their own email templates.

  • If Disabled: users cannot create or modify custom templates for signature requests or completion notifications.
  • If Enabled: users can design and manage their own personalized email templates.

Enable Individual User SMTP Settings​

This setting controls whether individual users are allowed to configure their own outgoing email servers (like connecting Gmail or using a custom SMTP). If Disabled: Users CANNOT connect Gmail or configure custom SMTP at their level. If Enabled: Users CAN connect Gmail or configure custom SMTP at their level.

Note: If users do not configure their own settings, all outgoing emails will be sent using the organization-level SMTP (if configured), or the OpenSign default SMTP if not.

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