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Merge pull request #1890 from pravinOpenSign/patch-33
Update Preferences.md
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@@ -61,7 +61,7 @@ Navigate to **Settings > Preferences** to configure user-level signature types.
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If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation.
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<img width="861" height="480" alt="signatures" src="https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2" />
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### 📄 Document-Level
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@@ -113,7 +113,57 @@ The tour feature provides guidance for first-time users. You can turn this off f
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💡 **Tip**: Disable if your users are already familiar with OpenSign™.
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---
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### 📧 Custom SMTP Configuration in OpenSign
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OpenSign allows users to **send emails using their own SMTP configuration**. This includes options to connect with Gmail or use third-party SMTP providers.
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To set up and enable custom SMTP:
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1. Navigate to the **Settings** menu.
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2. Click on **Preferences**.
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3. Choose one of the available SMTP options below:
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---
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#### 🔗 Connect to Gmail
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OpenSign allows you to send request signature emails directly from your **Gmail account**.
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- Click the **Connect to Gmail** button.
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- A popup will appear prompting you to log in to your Gmail account.
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- Grant the required permissions.
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- Once authorized, your OpenSign account will be connected and ready to send emails using your Gmail.
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---
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#### ⚙️ Custom SMTP
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You can also configure a **custom SMTP provider** such as SMTP2GO, Mailgun, etc.
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- Click the **Custom SMTP** button.
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- A popup will appear asking for your SMTP credentials:
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- **Host:** SMTP host address (e.g., `mail.smtp2go.com`)
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- **Port:** SMTP port (e.g., `2525`)
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- **Sender Email:** Email address configured in your SMTP account
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- **Username:** SMTP username (can be the same as the sender email)
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- **Password:** SMTP password
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<img width="820" alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"></img>
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---
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#### 📤 OpenSign™ Default SMTP
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If you choose the **default SMTP**, all request signature emails will be sent via OpenSign’s built-in SMTP server.
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---
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> ⚠️ **Note:**
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> - A green checkmark next to an option indicates the **currently active SMTP**.
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> - **Only one SMTP option can be active at a time.**
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> - This feature is available only on paid plans.
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---
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## 🧭 Timezone & Date Format
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Customize the **Timezone** and **Date Format** according to your regional preferences.
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@@ -133,7 +183,7 @@ These settings are reflected in:
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- Supports **12-hour** and **24-hour** formats.
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- Affects timestamps in certificates, logs, and webhooks.
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<img width="820" alt="Time zone" src="https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"></img>
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---
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