Merge pull request #1890 from pravinOpenSign/patch-33

Update Preferences.md
This commit is contained in:
prafull-opensignlabs
2025-08-06 13:25:30 +05:30
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@@ -61,7 +61,7 @@ Navigate to **Settings > Preferences** to configure user-level signature types.
If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation.
![Signature type setup preferences](https://github.com/user-attachments/assets/ae413b24-fe53-4aa9-9242-624574f1d7b3)
<img width="861" height="480" alt="signatures" src="https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2" />
### 📄 Document-Level
@@ -113,7 +113,57 @@ The tour feature provides guidance for first-time users. You can turn this off f
💡 **Tip**: Disable if your users are already familiar with OpenSign™.
---
### 📧 Custom SMTP Configuration in OpenSign
OpenSign allows users to **send emails using their own SMTP configuration**. This includes options to connect with Gmail or use third-party SMTP providers.
To set up and enable custom SMTP:
1. Navigate to the **Settings** menu.
2. Click on **Preferences**.
3. Choose one of the available SMTP options below:
---
#### 🔗 Connect to Gmail
OpenSign allows you to send request signature emails directly from your **Gmail account**.
- Click the **Connect to Gmail** button.
- A popup will appear prompting you to log in to your Gmail account.
- Grant the required permissions.
- Once authorized, your OpenSign account will be connected and ready to send emails using your Gmail.
---
#### ⚙️ Custom SMTP
You can also configure a **custom SMTP provider** such as SMTP2GO, Mailgun, etc.
- Click the **Custom SMTP** button.
- A popup will appear asking for your SMTP credentials:
- **Host:** SMTP host address (e.g., `mail.smtp2go.com`)
- **Port:** SMTP port (e.g., `2525`)
- **Sender Email:** Email address configured in your SMTP account
- **Username:** SMTP username (can be the same as the sender email)
- **Password:** SMTP password
<img width="820" alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"></img>
---
#### 📤 OpenSign™ Default SMTP
If you choose the **default SMTP**, all request signature emails will be sent via OpenSigns built-in SMTP server.
---
> ⚠️ **Note:**
> - A green checkmark next to an option indicates the **currently active SMTP**.
> - **Only one SMTP option can be active at a time.**
> - This feature is available only on paid plans.
---
## 🧭 Timezone & Date Format
Customize the **Timezone** and **Date Format** according to your regional preferences.
@@ -133,7 +183,7 @@ These settings are reflected in:
- Supports **12-hour** and **24-hour** formats.
- Affects timestamps in certificates, logs, and webhooks.
![Preferences setup](https://github.com/user-attachments/assets/5bb9ad1a-f3c7-4b6e-9469-1bb003e1eec0)
<img width="820" alt="Time zone" src="https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"></img>
---