From aa7326a941e9010d48725279f5603ef6686ce796 Mon Sep 17 00:00:00 2001 From: pravin Date: Wed, 6 Aug 2025 13:24:23 +0530 Subject: [PATCH] Update Preferences.md Update the page content on the preferences page --- docs/docs/help/Settings/Preferences.md | 54 +++++++++++++++++++++++++- 1 file changed, 52 insertions(+), 2 deletions(-) diff --git a/docs/docs/help/Settings/Preferences.md b/docs/docs/help/Settings/Preferences.md index 8fc69fc43..aa47aa976 100644 --- a/docs/docs/help/Settings/Preferences.md +++ b/docs/docs/help/Settings/Preferences.md @@ -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) +signatures ### 📄 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 + +Custom smtp + +--- + +#### 📤 OpenSign™ Default SMTP + +If you choose the **default SMTP**, all request signature emails will be sent via OpenSign’s 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) +Time zone ---