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",(0,i.jsx)(n.strong,{children:"audit trails"}),", or ",(0,i.jsx)(n.strong,{children:"record-keeping"})," updates."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h3,{id:"-reset-template-text",children:"\ud83d\udd04 Reset Template Text"}),"\n",(0,i.jsxs)(n.p,{children:["Click the ",(0,i.jsx)(n.strong,{children:"Reset"})," button to restore any modified email template back to its ",(0,i.jsx)(n.strong,{children:"default OpenSign version"}),".",(0,i.jsx)(n.br,{}),"\n","After resetting, make sure to click ",(0,i.jsx)(n.strong,{children:"Save"})," to apply the changes."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"\ufe0f-additional-notes",children:"\ud83d\udee0\ufe0f Additional Notes"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["All custom email templates support ",(0,i.jsx)(n.strong,{children:"rich text formatting"})," and ",(0,i.jsx)(n.strong,{children:"dynamic variables"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Updates take effect immediately and apply to ",(0,i.jsx)(n.strong,{children:"all new documents"})," created after the change."]}),"\n",(0,i.jsx)(n.li,{children:"Organizations can enforce consistent branding and compliance across all user emails."}),"\n",(0,i.jsxs)(n.li,{children:["If no custom email template is configured, and users are not allowed to create individual templates, OpenSign will automatically use the ",(0,i.jsx)(n.strong,{children:"OpenSign default email templates"}),"."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,i.jsx)(n.strong,{children:"Tip:"})," Always preview your templates before saving to ensure correct formatting and placeholder usage."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.p,{children:["For further assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,i.jsx)(n.strong,{children:(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function 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e={a:"a",blockquote:"blockquote",br:"br",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,o.R)(),...n.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(e.header,{children:(0,r.jsx)(e.h1,{id:"-organizations",children:"\ud83c\udfe2 Organizations"})}),"\n",(0,r.jsxs)(e.p,{children:["The ",(0,r.jsx)(e.strong,{children:"Organizations"})," section in ",(0,r.jsx)(e.strong,{children:"OpenSign"})," allows administrators to create and manage ",(0,r.jsx)(e.strong,{children:"separate groups"})," within a ",(0,r.jsx)(e.strong,{children:"Team or Enterprise account"}),".",(0,r.jsx)(e.br,{}),"\n","Each organization acts as an ",(0,r.jsx)(e.strong,{children:"independent workspace"})," with its ",(0,r.jsx)(e.strong,{children:"own users, teams, templates, and signing workflows"}),"."]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsx)(e.h2,{id:"-what-are-organizations-in-opensign",children:"\ud83e\udde9 What Are Organizations in 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newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[284],{28453:(n,e,i)=>{i.d(e,{R:()=>t,x:()=>a});var s=i(96540);const r={},o=s.createContext(r);function t(n){const e=s.useContext(o);return s.useMemo((function(){return"function"==typeof n?n(e):{...e,...n}}),[e,n])}function a(n){let e;return e=n.disableParentContext?"function"==typeof n.components?n.components(r):n.components||r:t(n.components),s.createElement(o.Provider,{value:e},n.children)}},80888:(n,e,i)=>{i.r(e),i.d(e,{assets:()=>l,contentTitle:()=>a,default:()=>h,frontMatter:()=>t,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/User Menu/Console/organizations","title":"Organizations","description":"The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account.","source":"@site/docs/help/User Menu/Console/organizations.md","sourceDirName":"help/User Menu/Console","slug":"/help/User 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",(0,r.jsx)(e.strong,{children:"Console app"})," opens, navigate to the left sidebar and expand the ",(0,r.jsx)(e.strong,{children:"Teams"})," menu."]}),"\n",(0,r.jsxs)(e.li,{children:["Click on ",(0,r.jsx)(e.strong,{children:"Organizations"}),"."]}),"\n",(0,r.jsxs)(e.li,{children:["The ",(0,r.jsx)(e.strong,{children:"Organizations Management"})," panel will appear, displaying a list of existing organizations and the option to add new ones."]}),"\n"]}),"\n",(0,r.jsxs)(e.blockquote,{children:["\n",(0,r.jsxs)(e.p,{children:["\ud83d\udd12 ",(0,r.jsx)(e.strong,{children:"Note:"})," The ",(0,r.jsx)(e.strong,{children:"Console"})," and ",(0,r.jsx)(e.strong,{children:"Organizations"})," pages are accessible only to ",(0,r.jsx)(e.strong,{children:"Admin users"}),".",(0,r.jsx)(e.br,{}),"\n","Regular users will not see this option in their menu."]}),"\n"]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsx)(e.h2,{id:"-add-a-new-organization",children:"\u2795 Add a New 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\u2014 Serial number of the organization."]}),"\n",(0,r.jsxs)(e.li,{children:[(0,r.jsx)(e.strong,{children:"Name"})," \u2014 The registered name of the organization."]}),"\n",(0,r.jsxs)(e.li,{children:[(0,r.jsx)(e.strong,{children:"IsActive"})," \u2014 Toggle to activate or deactivate the organization."]}),"\n"]}),"\n",(0,r.jsxs)(e.blockquote,{children:["\n",(0,r.jsxs)(e.p,{children:["\u26a0\ufe0f ",(0,r.jsx)(e.strong,{children:"Note:"})," Deactivating an organization disables all its associated users and workflows until it is reactivated."]}),"\n"]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsxs)(e.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,r.jsx)(e.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,r.jsx)(e.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(n={}){const{wrapper:e}={...(0,o.R)(),...n.components};return e?(0,r.jsx)(e,{...n,children:(0,r.jsx)(d,{...n})}):d(n)}}}]); \ No 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Regular users will not see this option in their menu."]}),"\n"]}),"\n",(0,r.jsx)(n.hr,{}),"\n",(0,r.jsx)(n.h2,{id:"-org-admins-overview",children:"\ud83e\uddfe Org Admins Overview"}),"\n",(0,r.jsxs)(n.p,{children:["The ",(0,r.jsx)(n.strong,{children:"Org Admins"})," table lists all organization admins along with their key details:"]}),"\n",(0,r.jsxs)(n.ul,{children:["\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.strong,{children:"Sr.No"})," \u2014 Serial number."]}),"\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.strong,{children:"Name"})," \u2014 Full name of the Org Admin."]}),"\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.strong,{children:"Email"})," \u2014 Registered email address."]}),"\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.strong,{children:"Organization"})," \u2014 Associated organization."]}),"\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.strong,{children:"IsActive"})," \u2014 Toggle to activate or deactivate an Org 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\ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4504],{19748:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>d,default:()=>h,frontMatter:()=>t,metadata:()=>i,toc:()=>a});const i=JSON.parse('{"id":"help/User Menu/Console/orgadmin","title":"Org Admins","description":"The Org Admins section allows administrators to manage organization-level admin users within OpenSign.","source":"@site/docs/help/User Menu/Console/orgadmin.md","sourceDirName":"help/User Menu/Console","slug":"/help/User Menu/Console/orgadmin","permalink":"/docs/help/User Menu/Console/orgadmin","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Console/orgadmin.md","tags":[],"version":"current","sidebarPosition":9,"frontMatter":{"sidebar_position":9,"title":"Org Admins"},"sidebar":"tutorialSidebar","previous":{"title":"Organizations","permalink":"/docs/help/User Menu/Console/organizations"},"next":{"title":"FAQs","permalink":"/docs/category/faqs"}}');var r=s(74848),l=s(28453);const t={sidebar_position:9,title:"Org Admins"},d="\ud83d\udc65 Org Admins",o={},a=[{value:"\ud83d\ude80 How to Access the Org Admins Page",id:"-how-to-access-the-org-admins-page",level:2},{value:"\ud83e\uddfe Org Admins Overview",id:"-org-admins-overview",level:2},{value:"\ud83e\ude99 Available Seats",id:"-available-seats",level:2},{value:"\u2795 Add a New Org Admin",id:"-add-a-new-org-admin",level:2},{value:"\ud83e\udde9 Add User Fields",id:"-add-user-fields",level:3},{value:"\ud83d\udcb3 Buy More Users (Add Seats)",id:"-buy-more-users-add-seats",level:2},{value:"\ud83e\uddfe Add Seats",id:"-add-seats",level:3},{value:"Add Seats",id:"add-seats",level:3},{value:"\ud83d\udcac Need Help?",id:"-need-help",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(n.header,{children:(0,r.jsx)(n.h1,{id:"-org-admins",children:"\ud83d\udc65 Org Admins"})}),"\n",(0,r.jsxs)(n.p,{children:["The ",(0,r.jsx)(n.strong,{children:"Org Admins"})," section allows administrators to manage organization-level admin users within ",(0,r.jsx)(n.strong,{children:"OpenSign"}),".",(0,r.jsx)(n.br,{}),"\n","Org Admins are responsible for managing users, templates, and signing workflows for their organizations."]}),"\n",(0,r.jsx)(n.hr,{}),"\n",(0,r.jsx)(n.h2,{id:"-how-to-access-the-org-admins-page",children:"\ud83d\ude80 How to Access the Org Admins Page"}),"\n",(0,r.jsxs)(n.ol,{children:["\n",(0,r.jsxs)(n.li,{children:["Log in to your ",(0,r.jsx)(n.strong,{children:"OpenSign"})," account using an ",(0,r.jsx)(n.strong,{children:"Admin account"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["Click on your ",(0,r.jsx)(n.strong,{children:"profile menu"})," (top-right corner) and select ",(0,r.jsx)(n.strong,{children:"Console"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["From the ",(0,r.jsx)(n.strong,{children:"left sidebar"}),", expand the ",(0,r.jsx)(n.strong,{children:"Teams"})," menu."]}),"\n",(0,r.jsxs)(n.li,{children:["Click on ",(0,r.jsx)(n.strong,{children:"Org Admins"}),"."]}),"\n"]}),"\n",(0,r.jsxs)(n.p,{children:["You\u2019ll now see the ",(0,r.jsx)(n.strong,{children:"Org Admins Management Panel"}),", which displays all existing organization admins and seat usage."]}),"\n",(0,r.jsxs)(n.blockquote,{children:["\n",(0,r.jsxs)(n.p,{children:["\ud83d\udd12 ",(0,r.jsx)(n.strong,{children:"Note:"})," The ",(0,r.jsx)(n.strong,{children:"Org Admins"})," page is accessible only to ",(0,r.jsx)(n.strong,{children:"Admin users"}),". 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",(0,r.jsx)(n.em,{children:"(Required)"})]}),"\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.strong,{children:"Price"})," \u2014 Automatically calculated based on the number of users selected (e.g., ",(0,r.jsx)(n.code,{children:"1 * 20 = $ 20"}),")."]}),"\n"]}),"\n",(0,r.jsxs)(n.p,{children:["Click ",(0,r.jsx)(n.strong,{children:"Proceed"})," to continue with the purchase."]}),"\n",(0,r.jsx)(n.h3,{id:"add-seats",children:"Add Seats"}),"\n",(0,r.jsxs)(n.blockquote,{children:["\n",(0,r.jsxs)(n.ul,{children:["\n",(0,r.jsx)(n.li,{children:"The price updates automatically based on the number of seats entered."}),"\n",(0,r.jsxs)(n.li,{children:["Once payment is successful, your ",(0,r.jsx)(n.strong,{children:"Available Seats"})," count updates in real-time."]}),"\n",(0,r.jsx)(n.li,{children:"You can then add new Org Admins under the increased seat capacity."}),"\n"]}),"\n"]}),"\n",(0,r.jsx)(n.hr,{}),"\n",(0,r.jsx)(n.h2,{id:"-need-help",children:"\ud83d\udcac Need Help?"}),"\n",(0,r.jsxs)(n.p,{children:["If you face any issues while managing Org Admins or purchasing seats, feel free to reach out to our support team:",(0,r.jsx)(n.br,{}),"\n","\ud83d\udce9 ",(0,r.jsx)(n.strong,{children:(0,r.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})})]}),"\n",(0,r.jsx)(n.p,{children:(0,r.jsx)(n.strong,{children:"Empower your organization\u2019s admins with OpenSign\u2122!"})})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,r.jsx)(n,{...e,children:(0,r.jsx)(c,{...e})}):c(e)}},28453:(e,n,s)=>{s.d(n,{R:()=>t,x:()=>d});var i=s(96540);const r={},l=i.createContext(r);function t(e){const n=i.useContext(l);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(r):e.components||r:t(e.components),i.createElement(l.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/6bef026b.32a88040.js b/assets/js/6bef026b.32a88040.js new file mode 100644 index 000000000..b107a9168 --- /dev/null +++ b/assets/js/6bef026b.32a88040.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>a});var i=s(96540);const t={},r=i.createContext(t);function l(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:l(e.components),i.createElement(r.Provider,{value:n},e.children)}},74094:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>a,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/Preferences","title":"Preferences","description":"The Preferences page in OpenSign\u2122 allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control.","source":"@site/docs/help/Settings/Preferences.md","sourceDirName":"help/Settings","slug":"/help/Settings/Preferences","permalink":"/docs/help/Settings/Preferences","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Preferences.md","tags":[],"version":"current","sidebarPosition":4,"frontMatter":{"sidebar_position":4,"title":"Preferences"},"sidebar":"tutorialSidebar","previous":{"title":"Webhook","permalink":"/docs/help/Settings/Webhook"},"next":{"title":"Manage Teams","permalink":"/docs/help/Settings/Teams"}}');var t=s(74848),r=s(28453);const l={sidebar_position:4,title:"Preferences"},a="\ud83d\udd27 Preferences",o={},c=[{value:"\ud83d\ude80 Steps to Navigate to Preferences",id:"-steps-to-navigate-to-preferences",level:2},{value:"\ud83d\udccc Signature Types Control",id:"-signature-types-control",level:2},{value:"\ud83d\udd04 Multi-Level Signature Type Control",id:"-multi-level-signature-type-control",level:2},{value:"\ud83c\udfe2 Organization-Level",id:"-organization-level",level:3},{value:"\ud83d\udc64 User-Level",id:"-user-level",level:3},{value:"\ud83d\udcc4 Document-Level",id:"-document-level",level:3},{value:"\ud83d\udd14 Notify on Signatures",id:"-notify-on-signatures",level:2},{value:"\ud83d\udcec Send in Order",id:"-send-in-order",level:2},{value:"\ud83d\udeab Enable Tour",id:"-enable-tour",level:2},{value:"\ud83d\udce7 Custom SMTP Configuration in OpenSign",id:"-custom-smtp-configuration-in-opensign",level:3},{value:"\ud83d\udc64 SMTP at the User Level",id:"-smtp-at-the-user-level",level:2},{value:"To set up and enable user-level SMTP:",id:"to-set-up-and-enable-user-level-smtp",level:3},{value:"\ud83d\udd17 Connect to Gmail",id:"-connect-to-gmail",level:3},{value:"\u2699\ufe0f Custom SMTP",id:"\ufe0f-custom-smtp",level:3},{value:"\ud83d\udce4 OpenSign\u2122 Default SMTP",id:"-opensign-default-smtp",level:3},{value:"\ud83e\udded Timezone & Date Format",id:"-timezone--date-format",level:2},{value:"\ud83d\udcc5 Date Format",id:"-date-format",level:3},{value:"\ud83d\udd52 Time Format",id:"-time-format",level:3},{value:"\ud83e\uddea LTV-Enabled Signatures",id:"-ltv-enabled-signatures",level:2},{value:"\ud83d\udd10 Key Features:",id:"-key-features",level:3},{value:"\ud83d\udccc Why It Matters:",id:"-why-it-matters",level:3},{value:"\u2705 Use Cases:",id:"-use-cases",level:3},{value:"Merge Certificate to PDF",id:"merge-certificate-to-pdf",level:3},{value:"\ud83d\udd04 Multi-Level Custom Email Templates",id:"-multi-level-custom-email-templates",level:2},{value:"\ud83c\udfe2 Organization Level",id:"-organization-level-1",level:3},{value:"\ud83d\udc64 User Level",id:"-user-level-1",level:3},{value:"How Request-Signature and Completion Email Templates Work",id:"how-request-signature-and-completion-email-templates-work",level:3},{value:"\ud83d\udd12 Security",id:"-security",level:2},{value:"\ud83e\udde9 Features Available:",id:"-features-available",level:3},{value:"\u2705 Two-Factor Authentication (2FA)",id:"-two-factor-authentication-2fa",level:4},{value:"\ud83d\udee1\ufe0f Passkey Authentication",id:"\ufe0f-passkey-authentication",level:4}];function d(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"-preferences",children:"\ud83d\udd27 Preferences"})}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Preferences"})," page in ",(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-steps-to-navigate-to-preferences",children:"\ud83d\ude80 Steps to Navigate to Preferences"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-signature-types-control",children:"\ud83d\udccc Signature Types Control"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Allowed Signature Types"})," section defines which signature methods are available to signers:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Draw"}),": Create a handwritten signature using a mouse, stylus, or finger."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Type"}),": Type your name and apply it using pre-set font styles."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Upload"}),": Upload a scanned or saved image of your signature."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Default"}),": Use the default signature stored under ",(0,t.jsx)(n.em,{children:"My Signature"})," in settings."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"\u2699\ufe0f The options selected here determine what appears in the signature widget during document creation and signing. You can also change these preferences while creating a document."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-signature-type-control",children:"\ud83d\udd04 Multi-Level Signature Type Control"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," introduces flexible control over signature options at three levels:"]}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level",children:"\ud83c\udfe2 Organization-Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can enforce company-wide signing policies by restricting available signature methods platform-wide."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to launch the console."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application loads, navigate to the ",(0,t.jsx)(n.strong,{children:"General"})," menu. 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As a result, Ursula, a team member, will no longer see the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,t.jsx)(n.p,{children:"Ursula can enable or disable any of the remaining three signature methods for each document she creates."}),"\n",(0,t.jsx)(n.p,{children:"When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Managing ",(0,t.jsx)(n.strong,{children:"Signature Types"})," at the organization level is only available on the ",(0,t.jsx)(n.strong,{children:"Teams"})," plan. 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The next signer gains access only after the previous one completes signing."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 All signers receive the document at once and can sign independently."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-enable-tour",children:"\ud83d\udeab Enable Tour"}),"\n",(0,t.jsx)(n.p,{children:"The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Show onboarding tips. 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Speeds up the signing experience."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,t.jsx)(n.strong,{children:"Tip"}),": Disable if your users are already familiar with OpenSign\u2122."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-custom-smtp-configuration-in-opensign",children:"\ud83d\udce7 Custom SMTP Configuration in OpenSign"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows users to ",(0,t.jsx)(n.strong,{children:"send emails using their own SMTP settings"}),", including Gmail integration and third-party SMTP providers."]}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign now supports SMTP configuration at both the ",(0,t.jsx)(n.strong,{children:"organization level"})," and the ",(0,t.jsx)(n.strong,{children:"individual user level"}),"."]}),"\n",(0,t.jsxs)(n.p,{children:["To set up SMTP at the organization level, refer to the guide here:",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP",children:"https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP"})]}),"\n",(0,t.jsx)(n.h2,{id:"-smtp-at-the-user-level",children:"\ud83d\udc64 SMTP at the User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own SMTP settings to send request-signature and completion emails using their personal mailbox.\nThese user-level settings will override the organization-level SMTP only if the admin has ",(0,t.jsx)(n.strong,{children:"enabled individual SMTP customization"})," under Console \u2192 General."]}),"\n",(0,t.jsx)(n.p,{children:"Use this option if you prefer sending emails directly from your own email address."}),"\n",(0,t.jsx)(n.h3,{id:"to-set-up-and-enable-user-level-smtp",children:"To set up and enable user-level SMTP:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Go to ",(0,t.jsx)(n.strong,{children:"Settings"})]}),"\n",(0,t.jsxs)(n.li,{children:["Select ",(0,t.jsx)(n.strong,{children:"Preferences"})]}),"\n",(0,t.jsx)(n.li,{children:"Choose one of the available SMTP options."}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP."}),"\n",(0,t.jsx)("img",{width:"861",height:"409",alt:"smtp at user level",src:"https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-connect-to-gmail",children:"\ud83d\udd17 Connect to Gmail"}),"\n",(0,t.jsxs)(n.p,{children:["Send request-signature emails directly from your ",(0,t.jsx)(n.strong,{children:"Gmail account"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Connect to Gmail"})]}),"\n",(0,t.jsx)(n.li,{children:"A popup will appear prompting you to sign in"}),"\n",(0,t.jsx)(n.li,{children:"Grant the required access permissions"}),"\n",(0,t.jsx)(n.li,{children:"Once authorized, OpenSign will send emails using your Gmail account"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"\ufe0f-custom-smtp",children:"\u2699\ufe0f Custom SMTP"}),"\n",(0,t.jsx)(n.p,{children:"Configure any third-party SMTP provider such as SMTP2GO or Mailgun."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Custom SMTP"})]}),"\n",(0,t.jsxs)(n.li,{children:["A popup will appear asking for your SMTP details:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Host:"})," SMTP server host (e.g., ",(0,t.jsx)(n.code,{children:"mail.smtp2go.com"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Port:"})," SMTP port (e.g., ",(0,t.jsx)(n.code,{children:"2525"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sender Email:"})," Email address configured in your SMTP account"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Username:"})," SMTP username"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Password:"})," SMTP password"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Custom smtp",src:"https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-opensign-default-smtp",children:"\ud83d\udce4 OpenSign\u2122 Default SMTP"}),"\n",(0,t.jsx)(n.p,{children:"If selected, all request-signature and completion emails will be sent using OpenSign\u2019s built-in SMTP server."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:"If the user does not configure any SMTP option, emails will be sent using the organization-level SMTP (when it is enabled by the admin).\nIf the admin has configured a company-level SMTP, and the user has not set up their own SMTP, the user will still be connected to the default OpenSign SMTP, but all outgoing emails will be delivered using the organization-level SMTP."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,t.jsx)(n.strong,{children:"Notes:"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A green checkmark indicates the ",(0,t.jsx)(n.strong,{children:"active SMTP option"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Only one SMTP option can be active at a time."}),"\n",(0,t.jsx)(n.li,{children:"User-level SMTP is available only when permitted by the admin."}),"\n",(0,t.jsxs)(n.li,{children:["Some SMTP features are limited to ",(0,t.jsx)(n.strong,{children:"Paid plans"}),"."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-timezone--date-format",children:"\ud83e\udded Timezone & Date Format"}),"\n",(0,t.jsxs)(n.p,{children:["Customize the ",(0,t.jsx)(n.strong,{children:"Timezone"})," and ",(0,t.jsx)(n.strong,{children:"Date Format"})," according to your regional preferences.",(0,t.jsx)(n.br,{}),"\n","These settings are reflected in:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Document Completion Certificates"}),"\n",(0,t.jsx)(n.li,{children:"Signing Logs"}),"\n",(0,t.jsx)(n.li,{children:"Webhooks"}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-date-format",children:"\ud83d\udcc5 Date Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"The selected date format will be applied by default to the date widget if no specific format is chosen during document creation."}),"\n",(0,t.jsx)(n.li,{children:"This default format also applies in all API flows."}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-time-format",children:"\ud83d\udd52 Time Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Supports ",(0,t.jsx)(n.strong,{children:"12-hour"})," and ",(0,t.jsx)(n.strong,{children:"24-hour"})," formats."]}),"\n",(0,t.jsx)(n.li,{children:"Affects timestamps in certificates, logs, and webhooks."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Time zone",src:"https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-ltv-enabled-signatures",children:"\ud83e\uddea LTV-Enabled Signatures"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"LTV (Long-Term Validation)"})," ensures that signatures remain valid and verifiable even after certificates expire or are revoked."]}),"\n",(0,t.jsx)(n.h3,{id:"-key-features",children:"\ud83d\udd10 Key Features:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Embeds certificate chain"}),"\n",(0,t.jsx)(n.li,{children:"Includes CRLs and OCSP responses"}),"\n",(0,t.jsx)(n.li,{children:"Enables offline verification"}),"\n",(0,t.jsxs)(n.li,{children:["Complies with PDF standards like ",(0,t.jsx)(n.strong,{children:"PAdES"})]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-why-it-matters",children:"\ud83d\udccc Why It 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merged, the certificate cannot be separated from the main document."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"No:"})," Selecting ",(0,t.jsx)(n.strong,{children:"No"})," will keep the completion certificate as a separate PDF file, which will be downloaded along with the signed document."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," This feature is available only in the ",(0,t.jsx)(n.strong,{children:"paid plans"})," of OpenSign."]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-custom-email-templates",children:"\ud83d\udd04 Multi-Level Custom Email Templates"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," offers flexible control over email templates at two different levels:"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level-1",children:"\ud83c\udfe2 Organization Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can manage and enforce standardized email templates across the entire platform."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to access the admin console.",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application opens, go to the ",(0,t.jsx)(n.strong,{children:"Mail"})," section. Here, administrators can configure email templates at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your organization will automatically use these templates for sending request-signature and document completion emails ",(0,t.jsx)(n.strong,{children:"unless"})," they have permission to create templates at the individual level or have customized their own templates."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," setting under ",(0,t.jsx)(n.strong,{children:"Console \u2192 General"}),". As a result, Ursula, a team member, cannot create or modify her own email templates."]}),"\n",(0,t.jsxs)(n.p,{children:["When Ursula sends a document to Sofia for signing, Sofia will receive the organization-level email template.",(0,t.jsx)(n.br,{}),"\n","If Adam enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," but Ursula does not set up her own template, the signers will still receive emails based on the organization-level template."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Organization-level email management is available only on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is ",(0,t.jsx)(n.strong,{children:"not"})," included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)("img",{width:"861",height:"409",alt:"Email_templates",src:"https://github.com/user-attachments/assets/0b15e356-cfba-46d5-9e97-c73d32b879f4"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-user-level-1",children:"\ud83d\udc64 User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own email templates by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets up templates here, those templates will be used for sending request-signature emails and document-completion emails."}),"\n",(0,t.jsx)("img",{width:"861",height:"480",alt:"signatures",src:"https://github.com/user-attachments/assets/dda05d4f-aa43-435d-bdb2-e68dca6f2b00"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Customize email management is only available on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is not included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.h3,{id:"how-request-signature-and-completion-email-templates-work",children:"How Request-Signature and Completion Email Templates Work"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the admin enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," and the user sets up their own custom templates, then both ",(0,t.jsx)(n.strong,{children:"request-signature emails"})," and ",(0,t.jsx)(n.strong,{children:"completion emails"})," will be sent using the ",(0,t.jsx)(n.strong,{children:"user-level templates"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the user does ",(0,t.jsx)(n.strong,{children:"not"})," set up custom templates, and the admin has also ",(0,t.jsx)(n.strong,{children:"not"})," configured templates at the organization level, then the ",(0,t.jsx)(n.strong,{children:"default OpenSign templates"})," will be used."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-security",children:"\ud83d\udd12 Security"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Security"})," tab in OpenSign (found under ",(0,t.jsx)(n.strong,{children:"Settings > Preferences > Security"}),") allows users to manage key authentication methods to protect their account access."]}),"\n",(0,t.jsx)(n.h3,{id:"-features-available",children:"\ud83e\udde9 Features Available:"}),"\n",(0,t.jsx)(n.h4,{id:"-two-factor-authentication-2fa",children:"\u2705 Two-Factor Authentication (2FA)"}),"\n",(0,t.jsx)(n.p,{children:"Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in."}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-passkey-authentication",children:"\ud83d\udee1\ufe0f Passkey Authentication"}),"\n",(0,t.jsxs)(n.p,{children:["Passkeys offer a ",(0,t.jsx)(n.strong,{children:"passwordless"}),", ",(0,t.jsx)(n.strong,{children:"phishing-resistant"})," login experience using your device\u2019s built-in security features such as fingerprint, Face ID, or PIN."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 For full details on setting up ",(0,t.jsx)(n.strong,{children:"Two-Factor Authentication (2FA)"})," and ",(0,t.jsx)(n.strong,{children:"Passkey Authentication"}),":",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement",children:"\ud83d\udd12 View Security Setup Guide"})]}),"\n",(0,t.jsxs)(n.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/6bef026b.3c18a97c.js b/assets/js/6bef026b.3c18a97c.js deleted file mode 100644 index 3e96d958d..000000000 --- a/assets/js/6bef026b.3c18a97c.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>a});var i=s(96540);const t={},r=i.createContext(t);function l(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:l(e.components),i.createElement(r.Provider,{value:n},e.children)}},74094:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>a,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/Preferences","title":"Preferences","description":"The Preferences page in OpenSign\u2122 allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control.","source":"@site/docs/help/Settings/Preferences.md","sourceDirName":"help/Settings","slug":"/help/Settings/Preferences","permalink":"/docs/help/Settings/Preferences","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Preferences.md","tags":[],"version":"current","sidebarPosition":4,"frontMatter":{"sidebar_position":4,"title":"Preferences"},"sidebar":"tutorialSidebar","previous":{"title":"Webhook","permalink":"/docs/help/Settings/Webhook"},"next":{"title":"Manage Teams","permalink":"/docs/help/Settings/Teams"}}');var t=s(74848),r=s(28453);const l={sidebar_position:4,title:"Preferences"},a="\ud83d\udd27 Preferences",o={},c=[{value:"\ud83d\ude80 Steps to Navigate to Preferences",id:"-steps-to-navigate-to-preferences",level:2},{value:"\ud83d\udccc Signature Types Control",id:"-signature-types-control",level:2},{value:"\ud83d\udd04 Multi-Level Signature Type Control",id:"-multi-level-signature-type-control",level:2},{value:"\ud83c\udfe2 Organization-Level",id:"-organization-level",level:3},{value:"\ud83d\udc64 User-Level",id:"-user-level",level:3},{value:"\ud83d\udcc4 Document-Level",id:"-document-level",level:3},{value:"\ud83d\udd14 Notify on Signatures",id:"-notify-on-signatures",level:2},{value:"\ud83d\udcec Send in Order",id:"-send-in-order",level:2},{value:"\ud83d\udeab Enable Tour",id:"-enable-tour",level:2},{value:"\ud83d\udce7 Custom SMTP Configuration in OpenSign",id:"-custom-smtp-configuration-in-opensign",level:3},{value:"\ud83d\udc64 SMTP at the User Level",id:"-smtp-at-the-user-level",level:2},{value:"To set up and enable user-level SMTP:",id:"to-set-up-and-enable-user-level-smtp",level:3},{value:"\ud83d\udd17 Connect to Gmail",id:"-connect-to-gmail",level:3},{value:"\u2699\ufe0f Custom SMTP",id:"\ufe0f-custom-smtp",level:3},{value:"\ud83d\udce4 OpenSign\u2122 Default SMTP",id:"-opensign-default-smtp",level:3},{value:"\ud83e\udded Timezone & Date Format",id:"-timezone--date-format",level:2},{value:"\ud83d\udcc5 Date Format",id:"-date-format",level:3},{value:"\ud83d\udd52 Time Format",id:"-time-format",level:3},{value:"\ud83e\uddea LTV-Enabled Signatures",id:"-ltv-enabled-signatures",level:2},{value:"\ud83d\udd10 Key Features:",id:"-key-features",level:3},{value:"\ud83d\udccc Why It Matters:",id:"-why-it-matters",level:3},{value:"\u2705 Use Cases:",id:"-use-cases",level:3},{value:"Merge Certificate to PDF",id:"merge-certificate-to-pdf",level:3},{value:"\ud83d\udd04 Multi-Level Custom Email Templates",id:"-multi-level-custom-email-templates",level:2},{value:"\ud83c\udfe2 Organization Level",id:"-organization-level-1",level:3},{value:"\ud83d\udc64 User Level",id:"-user-level-1",level:3},{value:"How Request-Signature and Completion Email Templates Work",id:"how-request-signature-and-completion-email-templates-work",level:3},{value:"\ud83d\udd12 Security",id:"-security",level:2},{value:"\ud83e\udde9 Features Available:",id:"-features-available",level:3},{value:"\u2705 Two-Factor Authentication (2FA)",id:"-two-factor-authentication-2fa",level:4},{value:"\ud83d\udee1\ufe0f Passkey Authentication",id:"\ufe0f-passkey-authentication",level:4}];function d(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"-preferences",children:"\ud83d\udd27 Preferences"})}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Preferences"})," page in ",(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-steps-to-navigate-to-preferences",children:"\ud83d\ude80 Steps to Navigate to Preferences"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-signature-types-control",children:"\ud83d\udccc Signature Types Control"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Allowed Signature Types"})," section defines which signature methods are available to signers:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Draw"}),": Create a handwritten signature using a mouse, stylus, or finger."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Type"}),": Type your name and apply it using pre-set font styles."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Upload"}),": Upload a scanned or saved image of your signature."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Default"}),": Use the default signature stored under ",(0,t.jsx)(n.em,{children:"My Signature"})," in settings."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"\u2699\ufe0f The options selected here determine what appears in the signature widget during document creation and signing. 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Here, admins can configure the allowed signature types at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your account will only see the signing methods you enable here in their ",(0,t.jsx)(n.strong,{children:"Preferences"}),". They will be restricted from using any methods you don't select."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in the ",(0,t.jsx)(n.strong,{children:"Manage Signature Types"})," settings. As a result, Ursula, a team member, will no longer see the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,t.jsx)(n.p,{children:"Ursula can enable or disable any of the remaining three signature methods for each document she creates."}),"\n",(0,t.jsx)(n.p,{children:"When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Managing ",(0,t.jsx)(n.strong,{children:"Signature Types"})," at the organization level is only available on the ",(0,t.jsx)(n.strong,{children:"Teams"})," plan. This feature is not included in the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7",alt:"Signature type setup console"})}),"\n",(0,t.jsx)(n.h3,{id:"-user-level",children:"\ud83d\udc64 User-Level"}),"\n",(0,t.jsxs)(n.p,{children:["Navigate to ",(0,t.jsx)(n.strong,{children:"Settings > Preferences"})," to configure user-level signature types."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation."}),"\n",(0,t.jsx)("img",{width:"861",height:"480",alt:"signatures",src:"https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2"}),"\n",(0,t.jsx)(n.h3,{id:"-document-level",children:"\ud83d\udcc4 Document-Level"}),"\n",(0,t.jsx)(n.p,{children:"While creating a document, users can specify allowed signature types."}),"\n",(0,t.jsx)(n.p,{children:"Only these will be available to the signer\u2014useful for legal or regulatory requirements."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238",alt:"Signature type setup signature widget"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-notify-on-signatures",children:"\ud83d\udd14 Notify on Signatures"}),"\n",(0,t.jsx)(n.p,{children:"The document owner can choose to receive email notifications when a document is signed."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Get notified each time a signer completes their part."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Turn off real-time signature notifications."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"This setting can be adjusted while creating a document or template."}),"\n",(0,t.jsxs)(n.p,{children:["Regardless of this preference, a ",(0,t.jsx)(n.strong,{children:"final completion email"}),"\u2014including the signed document and completion certificate\u2014is ",(0,t.jsx)(n.strong,{children:"always sent"})," to both the document owner and all signers."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Notify on Signatures feature is only available on the ",(0,t.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,t.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3",alt:"Preferences setup"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-send-in-order",children:"\ud83d\udcec Send in Order"}),"\n",(0,t.jsxs)(n.p,{children:["Decide whether the document should be signed ",(0,t.jsx)(n.strong,{children:"sequentially"})," or ",(0,t.jsx)(n.strong,{children:"simultaneously"})," by multiple signers."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Signers receive the document in a set order. The next signer gains access only after the previous one completes signing."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 All signers receive the document at once and can sign independently."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-enable-tour",children:"\ud83d\udeab Enable Tour"}),"\n",(0,t.jsx)(n.p,{children:"The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Show onboarding tips. Enables guided tooltips for the signer during the signing process."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Disable tour prompts ",(0,t.jsx)(n.em,{children:"(recommended for experienced users)"}),". Speeds up the signing experience."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,t.jsx)(n.strong,{children:"Tip"}),": Disable if your users are already familiar with OpenSign\u2122."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-custom-smtp-configuration-in-opensign",children:"\ud83d\udce7 Custom SMTP Configuration in OpenSign"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows users to ",(0,t.jsx)(n.strong,{children:"send emails using their own SMTP settings"}),", including Gmail integration or third-party SMTP providers.",(0,t.jsx)(n.br,{}),"\n","OpenSign now supports SMTP configuration at both the ",(0,t.jsx)(n.strong,{children:"organization level"})," and the ",(0,t.jsx)(n.strong,{children:"individual user level"}),"."]}),"\n",(0,t.jsx)(n.h2,{id:"-smtp-at-the-user-level",children:"\ud83d\udc64 SMTP at the User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own SMTP settings to send request-signature and completion emails using their personal mailbox.\nThese user-level settings will override the organization-level SMTP only if the admin has ",(0,t.jsx)(n.strong,{children:"enabled individual SMTP customization"})," under Console \u2192 General."]}),"\n",(0,t.jsx)(n.p,{children:"Use this option if you prefer sending emails directly from your own email address."}),"\n",(0,t.jsx)(n.h3,{id:"to-set-up-and-enable-user-level-smtp",children:"To set up and enable user-level SMTP:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Go to ",(0,t.jsx)(n.strong,{children:"Settings"})]}),"\n",(0,t.jsxs)(n.li,{children:["Select ",(0,t.jsx)(n.strong,{children:"Preferences"})]}),"\n",(0,t.jsx)(n.li,{children:"Choose one of the available SMTP options."}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP."}),"\n",(0,t.jsx)("img",{width:"861",height:"409",alt:"smtp at user level",src:"https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-connect-to-gmail",children:"\ud83d\udd17 Connect to Gmail"}),"\n",(0,t.jsxs)(n.p,{children:["Send request-signature emails directly from your ",(0,t.jsx)(n.strong,{children:"Gmail account"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Connect to Gmail"})]}),"\n",(0,t.jsx)(n.li,{children:"A popup will appear prompting you to sign in"}),"\n",(0,t.jsx)(n.li,{children:"Grant the required access permissions"}),"\n",(0,t.jsx)(n.li,{children:"Once authorized, OpenSign will send emails using your Gmail account"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"\ufe0f-custom-smtp",children:"\u2699\ufe0f Custom SMTP"}),"\n",(0,t.jsx)(n.p,{children:"Configure any third-party SMTP provider such as SMTP2GO or Mailgun."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Custom SMTP"})]}),"\n",(0,t.jsxs)(n.li,{children:["A popup will appear asking for your SMTP details:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Host:"})," SMTP server host (e.g., ",(0,t.jsx)(n.code,{children:"mail.smtp2go.com"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Port:"})," SMTP port (e.g., ",(0,t.jsx)(n.code,{children:"2525"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sender Email:"})," Email address configured in your SMTP account"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Username:"})," SMTP username"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Password:"})," SMTP password"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Custom smtp",src:"https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-opensign-default-smtp",children:"\ud83d\udce4 OpenSign\u2122 Default SMTP"}),"\n",(0,t.jsx)(n.p,{children:"If selected, all request-signature and completion emails will be sent using OpenSign\u2019s built-in SMTP server."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:"If the user does not configure any SMTP option, emails will be sent using the organization-level SMTP (when it is enabled by the admin).\nIf the admin has configured a company-level SMTP, and the user has not set up their own SMTP, the user will still be connected to the default OpenSign SMTP, but all outgoing emails will be delivered using the organization-level SMTP."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,t.jsx)(n.strong,{children:"Notes:"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A green checkmark indicates the ",(0,t.jsx)(n.strong,{children:"active SMTP option"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Only one SMTP option can be active at a time."}),"\n",(0,t.jsx)(n.li,{children:"User-level SMTP is available only when permitted by the admin."}),"\n",(0,t.jsxs)(n.li,{children:["Some SMTP features are limited to ",(0,t.jsx)(n.strong,{children:"Paid plans"}),"."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-timezone--date-format",children:"\ud83e\udded Timezone & Date Format"}),"\n",(0,t.jsxs)(n.p,{children:["Customize the ",(0,t.jsx)(n.strong,{children:"Timezone"})," and ",(0,t.jsx)(n.strong,{children:"Date Format"})," according to your regional preferences.",(0,t.jsx)(n.br,{}),"\n","These settings are reflected in:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Document Completion Certificates"}),"\n",(0,t.jsx)(n.li,{children:"Signing Logs"}),"\n",(0,t.jsx)(n.li,{children:"Webhooks"}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-date-format",children:"\ud83d\udcc5 Date Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"The selected date format will be applied by default to the date widget if no specific format is chosen during document creation."}),"\n",(0,t.jsx)(n.li,{children:"This default format also applies in all API flows."}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-time-format",children:"\ud83d\udd52 Time Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Supports ",(0,t.jsx)(n.strong,{children:"12-hour"})," and ",(0,t.jsx)(n.strong,{children:"24-hour"})," formats."]}),"\n",(0,t.jsx)(n.li,{children:"Affects timestamps in certificates, logs, and webhooks."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Time zone",src:"https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-ltv-enabled-signatures",children:"\ud83e\uddea LTV-Enabled Signatures"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"LTV (Long-Term Validation)"})," ensures that signatures remain valid and verifiable even after certificates expire or are revoked."]}),"\n",(0,t.jsx)(n.h3,{id:"-key-features",children:"\ud83d\udd10 Key Features:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Embeds certificate chain"}),"\n",(0,t.jsx)(n.li,{children:"Includes CRLs and OCSP responses"}),"\n",(0,t.jsx)(n.li,{children:"Enables offline verification"}),"\n",(0,t.jsxs)(n.li,{children:["Complies with PDF standards like ",(0,t.jsx)(n.strong,{children:"PAdES"})]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-why-it-matters",children:"\ud83d\udccc Why It Matters:"}),"\n",(0,t.jsx)(n.p,{children:"Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable."}),"\n",(0,t.jsx)(n.h3,{id:"-use-cases",children:"\u2705 Use Cases:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Legal Contracts"}),"\n",(0,t.jsx)(n.li,{children:"Financial or Medical Records"}),"\n",(0,t.jsx)(n.li,{children:"Long-term archiving requirements"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"merge-certificate-to-pdf",children:(0,t.jsx)(n.strong,{children:"Merge Certificate to PDF"})}),"\n",(0,t.jsxs)(n.p,{children:["You can access this option by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Yes:"})," Selecting ",(0,t.jsx)(n.strong,{children:"Yes"})," will attach the completion certificate directly to the signed document, creating a single combined PDF file.",(0,t.jsx)(n.br,{}),"\n","Please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"No:"})," Selecting ",(0,t.jsx)(n.strong,{children:"No"})," will keep the completion certificate as a separate PDF file, which will be downloaded along with the signed document."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," This feature is available only in the ",(0,t.jsx)(n.strong,{children:"paid plans"})," of OpenSign."]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-custom-email-templates",children:"\ud83d\udd04 Multi-Level Custom Email Templates"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," offers flexible control over email templates at two different levels:"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level-1",children:"\ud83c\udfe2 Organization Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can manage and enforce standardized email templates across the entire platform."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to access the admin console.",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application opens, go to the ",(0,t.jsx)(n.strong,{children:"Mail"})," section. Here, administrators can configure email templates at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your organization will automatically use these templates for sending request-signature and document completion emails ",(0,t.jsx)(n.strong,{children:"unless"})," they have permission to create templates at the individual level or have customized their own templates."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," setting under ",(0,t.jsx)(n.strong,{children:"Console \u2192 General"}),". As a result, Ursula, a team member, cannot create or modify her own email templates."]}),"\n",(0,t.jsxs)(n.p,{children:["When Ursula sends a document to Sofia for signing, Sofia will receive the organization-level email template.",(0,t.jsx)(n.br,{}),"\n","If Adam enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," but Ursula does not set up her own template, the signers will still receive emails based on the organization-level template."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Organization-level email management is available only on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is ",(0,t.jsx)(n.strong,{children:"not"})," included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)("img",{width:"861",height:"409",alt:"Email_templates",src:"https://github.com/user-attachments/assets/0b15e356-cfba-46d5-9e97-c73d32b879f4"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-user-level-1",children:"\ud83d\udc64 User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own email templates by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets up templates here, those templates will be used for sending request-signature emails and document-completion emails."}),"\n",(0,t.jsx)("img",{width:"861",height:"480",alt:"signatures",src:"https://github.com/user-attachments/assets/dda05d4f-aa43-435d-bdb2-e68dca6f2b00"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Customize email management is only available on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is not included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.h3,{id:"how-request-signature-and-completion-email-templates-work",children:"How Request-Signature and Completion Email Templates Work"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the admin enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," and the user sets up their own custom templates, then both ",(0,t.jsx)(n.strong,{children:"request-signature emails"})," and ",(0,t.jsx)(n.strong,{children:"completion emails"})," will be sent using the ",(0,t.jsx)(n.strong,{children:"user-level templates"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the user does ",(0,t.jsx)(n.strong,{children:"not"})," set up custom templates, and the admin has also ",(0,t.jsx)(n.strong,{children:"not"})," configured templates at the organization level, then the ",(0,t.jsx)(n.strong,{children:"default OpenSign templates"})," will be used."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-security",children:"\ud83d\udd12 Security"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Security"})," tab in OpenSign (found under ",(0,t.jsx)(n.strong,{children:"Settings > Preferences > Security"}),") allows users to manage key authentication methods to protect their account access."]}),"\n",(0,t.jsx)(n.h3,{id:"-features-available",children:"\ud83e\udde9 Features Available:"}),"\n",(0,t.jsx)(n.h4,{id:"-two-factor-authentication-2fa",children:"\u2705 Two-Factor Authentication (2FA)"}),"\n",(0,t.jsx)(n.p,{children:"Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in."}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-passkey-authentication",children:"\ud83d\udee1\ufe0f Passkey Authentication"}),"\n",(0,t.jsxs)(n.p,{children:["Passkeys offer a ",(0,t.jsx)(n.strong,{children:"passwordless"}),", ",(0,t.jsx)(n.strong,{children:"phishing-resistant"})," login experience using your device\u2019s built-in security features such as fingerprint, Face ID, or PIN."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 For full details on setting up ",(0,t.jsx)(n.strong,{children:"Two-Factor Authentication (2FA)"})," and ",(0,t.jsx)(n.strong,{children:"Passkey Authentication"}),":",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement",children:"\ud83d\udd12 View Security Setup Guide"})]}),"\n",(0,t.jsxs)(n.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/c1e4445e.8e750522.js b/assets/js/c1e4445e.8e750522.js deleted file mode 100644 index 350c71df1..000000000 --- a/assets/js/c1e4445e.8e750522.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1170],{28453:(e,s,n)=>{n.d(s,{R:()=>i,x:()=>l});var o=n(96540);const t={},r=o.createContext(t);function i(e){const s=o.useContext(r);return o.useMemo((function(){return"function"==typeof e?e(s):{...s,...e}}),[s,e])}function l(e){let s;return s=e.disableParentContext?"function"==typeof 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e={5354:0,1869:0};t.f.j=(a,c)=>{var f=t.o(e,a)?e[a]:void 0;if(0!==f)if(f)c.push(f[2]);else if(/^(1869|5354)$/.test(a))e[a]=0;else{var d=new Promise(((c,d)=>f=e[a]=[c,d]));c.push(f[2]=d);var b=t.p+t.u(a),r=new Error;t.l(b,(c=>{if(t.o(e,a)&&(0!==(f=e[a])&&(e[a]=void 0),f)){var d=c&&("load"===c.type?"missing":c.type),b=c&&c.target&&c.target.src;r.message="Loading chunk "+a+" failed.\n("+d+": "+b+")",r.name="ChunkLoadError",r.type=d,r.request=b,f[1](r)}}),"chunk-"+a,a)}},t.O.j=a=>0===e[a];var a=(a,c)=>{var f,d,b=c[0],r=c[1],o=c[2],l=0;if(b.some((a=>0!==e[a]))){for(f in r)t.o(r,f)&&(t.m[f]=r[f]);if(o)var n=o(t)}for(a&&a(c);l Archive | OpenSign™ - + diff --git a/blog/authors/index.html b/blog/authors/index.html index 0876b8c2f..0e5152682 100644 --- a/blog/authors/index.html +++ b/blog/authors/index.html @@ -5,7 +5,7 @@ Authors | OpenSign™ - + diff --git a/blog/first-blog-post/index.html b/blog/first-blog-post/index.html index 5d51528b2..986967403 100644 --- a/blog/first-blog-post/index.html +++ b/blog/first-blog-post/index.html @@ -5,7 +5,7 @@ First Blog Post | OpenSign™ - + diff --git a/blog/index.html b/blog/index.html index 757fc6ae1..b000547ed 100644 --- a/blog/index.html +++ b/blog/index.html @@ -5,7 +5,7 @@ Blog | OpenSign™ - + diff --git a/blog/long-blog-post/index.html b/blog/long-blog-post/index.html index 984a1b2d5..5388d29b2 100644 --- a/blog/long-blog-post/index.html +++ b/blog/long-blog-post/index.html @@ -5,7 +5,7 @@ Long Blog Post | OpenSign™ - + diff --git a/blog/mdx-blog-post/index.html b/blog/mdx-blog-post/index.html index 29110a242..d7972fbce 100644 --- a/blog/mdx-blog-post/index.html +++ b/blog/mdx-blog-post/index.html @@ -5,7 +5,7 @@ MDX Blog Post | OpenSign™ - + diff --git a/blog/tags/docusaurus/index.html b/blog/tags/docusaurus/index.html index 0cf6d7fa0..e0364b3c6 100644 --- a/blog/tags/docusaurus/index.html +++ b/blog/tags/docusaurus/index.html @@ -5,7 +5,7 @@ 4 posts tagged with "docusaurus" | OpenSign™ - + diff --git a/blog/tags/facebook/index.html b/blog/tags/facebook/index.html index f1e785be0..6ab2d8321 100644 --- a/blog/tags/facebook/index.html +++ b/blog/tags/facebook/index.html @@ -5,7 +5,7 @@ One post tagged with "facebook" | OpenSign™ - + diff --git a/blog/tags/hello/index.html b/blog/tags/hello/index.html index 0e1230e8b..1f6083d17 100644 --- a/blog/tags/hello/index.html +++ b/blog/tags/hello/index.html @@ -5,7 +5,7 @@ 2 posts tagged with "hello" | OpenSign™ - + diff --git a/blog/tags/hola/index.html b/blog/tags/hola/index.html index 9479bd9ed..678eca63a 100644 --- a/blog/tags/hola/index.html +++ b/blog/tags/hola/index.html @@ -5,7 +5,7 @@ One post tagged with "hola" | OpenSign™ - + diff --git a/blog/tags/index.html b/blog/tags/index.html index 40ec9794d..448931b68 100644 --- a/blog/tags/index.html +++ b/blog/tags/index.html @@ -5,7 +5,7 @@ Tags | OpenSign™ - + diff --git a/blog/welcome/index.html b/blog/welcome/index.html index a0b8c6899..ed54885df 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/api-intro/index.html b/docs/API-docs/api-intro/index.html index ffa737360..b015a15ef 100644 --- a/docs/API-docs/api-intro/index.html +++ b/docs/API-docs/api-intro/index.html @@ -5,7 +5,7 @@ OpenSign APIs | OpenSign™ - + diff --git a/docs/API-docs/v1.1/contactlist/index.html b/docs/API-docs/v1.1/contactlist/index.html index e0a309649..f820e4bb9 100644 --- a/docs/API-docs/v1.1/contactlist/index.html +++ b/docs/API-docs/v1.1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createcontact/index.html b/docs/API-docs/v1.1/createcontact/index.html index 4f9bc1744..3f9910f1a 100644 --- a/docs/API-docs/v1.1/createcontact/index.html +++ b/docs/API-docs/v1.1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocument/index.html b/docs/API-docs/v1.1/createdocument/index.html index 308f07274..e21cd2f7c 100644 --- a/docs/API-docs/v1.1/createdocument/index.html +++ b/docs/API-docs/v1.1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html index 21de04e01..925483d5b 100644 --- a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createfolder/index.html b/docs/API-docs/v1.1/createfolder/index.html index eb04332ba..381268cb5 100644 --- a/docs/API-docs/v1.1/createfolder/index.html +++ b/docs/API-docs/v1.1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createtemplate/index.html b/docs/API-docs/v1.1/createtemplate/index.html index 26a883846..7a5d979ea 100644 --- a/docs/API-docs/v1.1/createtemplate/index.html +++ b/docs/API-docs/v1.1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-template/index.html b/docs/API-docs/v1.1/delete-template/index.html index 5aff04d99..688a8cda1 100644 --- a/docs/API-docs/v1.1/delete-template/index.html +++ b/docs/API-docs/v1.1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-webhook/index.html b/docs/API-docs/v1.1/delete-webhook/index.html index 41cf27d08..b4de6d77b 100644 --- a/docs/API-docs/v1.1/delete-webhook/index.html +++ b/docs/API-docs/v1.1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletecontact/index.html b/docs/API-docs/v1.1/deletecontact/index.html index 3648ab29b..337d724e7 100644 --- a/docs/API-docs/v1.1/deletecontact/index.html +++ b/docs/API-docs/v1.1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletedocument/index.html b/docs/API-docs/v1.1/deletedocument/index.html index fa6940d7c..cf2a35f9c 100644 --- a/docs/API-docs/v1.1/deletedocument/index.html +++ b/docs/API-docs/v1.1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletefolder/index.html b/docs/API-docs/v1.1/deletefolder/index.html index 2867fa6a4..a94d0a67d 100644 --- a/docs/API-docs/v1.1/deletefolder/index.html +++ b/docs/API-docs/v1.1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/draftdocument/index.html b/docs/API-docs/v1.1/draftdocument/index.html index 3edab2d7e..34896a2ec 100644 --- a/docs/API-docs/v1.1/draftdocument/index.html +++ b/docs/API-docs/v1.1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/drafttemplate/index.html b/docs/API-docs/v1.1/drafttemplate/index.html index c04b2668a..8bdd0da62 100644 --- a/docs/API-docs/v1.1/drafttemplate/index.html +++ b/docs/API-docs/v1.1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/folderlist/index.html b/docs/API-docs/v1.1/folderlist/index.html index b3f6a976e..6ccdf843c 100644 --- a/docs/API-docs/v1.1/folderlist/index.html +++ b/docs/API-docs/v1.1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-template/index.html b/docs/API-docs/v1.1/get-template/index.html index 7c38fe822..b08d1100e 100644 --- a/docs/API-docs/v1.1/get-template/index.html +++ b/docs/API-docs/v1.1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-user/index.html b/docs/API-docs/v1.1/get-user/index.html index 52d3caeed..a6cac0405 100644 --- a/docs/API-docs/v1.1/get-user/index.html +++ b/docs/API-docs/v1.1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-webhook/index.html b/docs/API-docs/v1.1/get-webhook/index.html index 44bb6c14e..2acc61074 100644 --- a/docs/API-docs/v1.1/get-webhook/index.html +++ b/docs/API-docs/v1.1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcontact/index.html b/docs/API-docs/v1.1/getcontact/index.html index e946318af..31754fcd0 100644 --- a/docs/API-docs/v1.1/getcontact/index.html +++ b/docs/API-docs/v1.1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcredits/index.html b/docs/API-docs/v1.1/getcredits/index.html index 22a651da3..df48baa2b 100644 --- a/docs/API-docs/v1.1/getcredits/index.html +++ b/docs/API-docs/v1.1/getcredits/index.html @@ -5,7 +5,7 @@ Get your API credits | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocument/index.html b/docs/API-docs/v1.1/getdocument/index.html index 43af5d787..b62903d5e 100644 --- a/docs/API-docs/v1.1/getdocument/index.html +++ b/docs/API-docs/v1.1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocumentlist/index.html b/docs/API-docs/v1.1/getdocumentlist/index.html index dc30d58ea..f0c5556c6 100644 --- a/docs/API-docs/v1.1/getdocumentlist/index.html +++ b/docs/API-docs/v1.1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getfolder/index.html b/docs/API-docs/v1.1/getfolder/index.html index c144c882a..03f3570d9 100644 --- a/docs/API-docs/v1.1/getfolder/index.html +++ b/docs/API-docs/v1.1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/gettemplatelist/index.html b/docs/API-docs/v1.1/gettemplatelist/index.html index c8b88c537..5ca3c3b14 100644 --- a/docs/API-docs/v1.1/gettemplatelist/index.html +++ b/docs/API-docs/v1.1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/index.html b/docs/API-docs/v1.1/index.html index 065cea43e..5a816baa9 100644 --- a/docs/API-docs/v1.1/index.html +++ b/docs/API-docs/v1.1/index.html @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/intro/index.html b/docs/API-docs/v1.1/intro/index.html index 86b41645d..6b57d19d6 100644 --- a/docs/API-docs/v1.1/intro/index.html +++ b/docs/API-docs/v1.1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/v1.1/opensign-api-v-1-1/index.html b/docs/API-docs/v1.1/opensign-api-v-1-1/index.html index 18e9d5911..12ab32426 100644 --- a/docs/API-docs/v1.1/opensign-api-v-1-1/index.html +++ b/docs/API-docs/v1.1/opensign-api-v-1-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/publictemplate/index.html b/docs/API-docs/v1.1/publictemplate/index.html index 524dc0024..169b08f29 100644 --- a/docs/API-docs/v1.1/publictemplate/index.html +++ b/docs/API-docs/v1.1/publictemplate/index.html @@ -5,7 +5,7 @@ Public Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/resendrequestmail/index.html b/docs/API-docs/v1.1/resendrequestmail/index.html index ad62167d3..12945a216 100644 --- a/docs/API-docs/v1.1/resendrequestmail/index.html +++ b/docs/API-docs/v1.1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1.1/revokedocument/index.html b/docs/API-docs/v1.1/revokedocument/index.html index 4db16b872..d5fb440ef 100644 --- a/docs/API-docs/v1.1/revokedocument/index.html +++ b/docs/API-docs/v1.1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/save-update-webhook/index.html b/docs/API-docs/v1.1/save-update-webhook/index.html index 60c1288e5..fb708f9fd 100644 --- a/docs/API-docs/v1.1/save-update-webhook/index.html +++ b/docs/API-docs/v1.1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/selfsign/index.html b/docs/API-docs/v1.1/selfsign/index.html index f5a9826aa..f253f0bea 100644 --- a/docs/API-docs/v1.1/selfsign/index.html +++ b/docs/API-docs/v1.1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-document/index.html b/docs/API-docs/v1.1/update-document/index.html index 45aaeae14..38f023779 100644 --- a/docs/API-docs/v1.1/update-document/index.html +++ b/docs/API-docs/v1.1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-template/index.html b/docs/API-docs/v1.1/update-template/index.html index b593ae2e4..594c87717 100644 --- a/docs/API-docs/v1.1/update-template/index.html +++ b/docs/API-docs/v1.1/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/updatefolder/index.html b/docs/API-docs/v1.1/updatefolder/index.html index ed87ed23c..ad1edc6cc 100644 --- a/docs/API-docs/v1.1/updatefolder/index.html +++ b/docs/API-docs/v1.1/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/contactlist/index.html b/docs/API-docs/v1/contactlist/index.html index 44faca510..c698b4373 100644 --- a/docs/API-docs/v1/contactlist/index.html +++ b/docs/API-docs/v1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1/createcontact/index.html b/docs/API-docs/v1/createcontact/index.html index 5cf201257..917baa349 100644 --- a/docs/API-docs/v1/createcontact/index.html +++ b/docs/API-docs/v1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocument/index.html b/docs/API-docs/v1/createdocument/index.html index 84818788b..6c179ed2f 100644 --- a/docs/API-docs/v1/createdocument/index.html +++ b/docs/API-docs/v1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1/createdocumentwithtemplateid/index.html index 21931c6c8..211ad7b32 100644 --- a/docs/API-docs/v1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1/createfolder/index.html b/docs/API-docs/v1/createfolder/index.html index c79364865..35c7d7972 100644 --- a/docs/API-docs/v1/createfolder/index.html +++ b/docs/API-docs/v1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/createtemplate/index.html b/docs/API-docs/v1/createtemplate/index.html index df390dd3c..defcefc1b 100644 --- a/docs/API-docs/v1/createtemplate/index.html +++ b/docs/API-docs/v1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-template/index.html b/docs/API-docs/v1/delete-template/index.html index 9c55f9a92..03a3fd344 100644 --- a/docs/API-docs/v1/delete-template/index.html +++ b/docs/API-docs/v1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-webhook/index.html b/docs/API-docs/v1/delete-webhook/index.html index 3a4cafef0..0b5b66bc6 100644 --- a/docs/API-docs/v1/delete-webhook/index.html +++ b/docs/API-docs/v1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/deletecontact/index.html b/docs/API-docs/v1/deletecontact/index.html index 066374f9a..baae75215 100644 --- a/docs/API-docs/v1/deletecontact/index.html +++ b/docs/API-docs/v1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/deletedocument/index.html b/docs/API-docs/v1/deletedocument/index.html index 7c873b669..d7265e266 100644 --- a/docs/API-docs/v1/deletedocument/index.html +++ b/docs/API-docs/v1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1/deletefolder/index.html b/docs/API-docs/v1/deletefolder/index.html index c5ba9ff8c..6fecc4bb8 100644 --- a/docs/API-docs/v1/deletefolder/index.html +++ b/docs/API-docs/v1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/draftdocument/index.html b/docs/API-docs/v1/draftdocument/index.html index a2dfc381c..771c5370c 100644 --- a/docs/API-docs/v1/draftdocument/index.html +++ b/docs/API-docs/v1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1/drafttemplate/index.html b/docs/API-docs/v1/drafttemplate/index.html index 238d65bd6..9a7330951 100644 --- a/docs/API-docs/v1/drafttemplate/index.html +++ b/docs/API-docs/v1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1/folderlist/index.html b/docs/API-docs/v1/folderlist/index.html index 9cf4acf74..33d941cb7 100644 --- a/docs/API-docs/v1/folderlist/index.html +++ b/docs/API-docs/v1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1/get-template/index.html b/docs/API-docs/v1/get-template/index.html index 07d6afe0f..cca62ca2b 100644 --- a/docs/API-docs/v1/get-template/index.html +++ b/docs/API-docs/v1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1/get-user/index.html b/docs/API-docs/v1/get-user/index.html index f1aeb704e..ba9ecf08d 100644 --- a/docs/API-docs/v1/get-user/index.html +++ b/docs/API-docs/v1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1/get-webhook/index.html b/docs/API-docs/v1/get-webhook/index.html index 268b54b17..67d30521f 100644 --- a/docs/API-docs/v1/get-webhook/index.html +++ b/docs/API-docs/v1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/getcontact/index.html b/docs/API-docs/v1/getcontact/index.html index a9ae33442..173e77bb2 100644 --- a/docs/API-docs/v1/getcontact/index.html +++ b/docs/API-docs/v1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocument/index.html b/docs/API-docs/v1/getdocument/index.html index 1d499be95..1d107f42c 100644 --- a/docs/API-docs/v1/getdocument/index.html +++ b/docs/API-docs/v1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocumentlist/index.html b/docs/API-docs/v1/getdocumentlist/index.html index adddfdf12..e58c7668b 100644 --- a/docs/API-docs/v1/getdocumentlist/index.html +++ b/docs/API-docs/v1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1/getfolder/index.html b/docs/API-docs/v1/getfolder/index.html index 9f45f54d9..f6cb0ffa5 100644 --- a/docs/API-docs/v1/getfolder/index.html +++ b/docs/API-docs/v1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/gettemplatelist/index.html b/docs/API-docs/v1/gettemplatelist/index.html index cb2bf0d20..6597e18b9 100644 --- a/docs/API-docs/v1/gettemplatelist/index.html +++ b/docs/API-docs/v1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1/index.html b/docs/API-docs/v1/index.html index a7ccc374d..40e82d81f 100644 --- a/docs/API-docs/v1/index.html +++ b/docs/API-docs/v1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/intro/index.html b/docs/API-docs/v1/intro/index.html index fb26a8b06..5fa2f3166 100644 --- a/docs/API-docs/v1/intro/index.html +++ b/docs/API-docs/v1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/v1/opensign-api-v-1/index.html b/docs/API-docs/v1/opensign-api-v-1/index.html index 9197dfc8f..be549a7c1 100644 --- a/docs/API-docs/v1/opensign-api-v-1/index.html +++ b/docs/API-docs/v1/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/resendrequestmail/index.html b/docs/API-docs/v1/resendrequestmail/index.html index 09a6cafab..652cd7f0d 100644 --- a/docs/API-docs/v1/resendrequestmail/index.html +++ b/docs/API-docs/v1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1/revokedocument/index.html b/docs/API-docs/v1/revokedocument/index.html index a0d3ae167..3e7608b8f 100644 --- a/docs/API-docs/v1/revokedocument/index.html +++ b/docs/API-docs/v1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1/save-update-webhook/index.html b/docs/API-docs/v1/save-update-webhook/index.html index 68133024e..ec56c4fab 100644 --- a/docs/API-docs/v1/save-update-webhook/index.html +++ b/docs/API-docs/v1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/selfsign/index.html b/docs/API-docs/v1/selfsign/index.html index f14f3db3d..d59444952 100644 --- a/docs/API-docs/v1/selfsign/index.html +++ b/docs/API-docs/v1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1/update-document/index.html b/docs/API-docs/v1/update-document/index.html index 9d84e05a7..4879b7523 100644 --- a/docs/API-docs/v1/update-document/index.html +++ b/docs/API-docs/v1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1/update-template/index.html b/docs/API-docs/v1/update-template/index.html index 1bd1542b1..d0d2ce704 100644 --- a/docs/API-docs/v1/update-template/index.html +++ b/docs/API-docs/v1/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/v1/updatefolder/index.html b/docs/API-docs/v1/updatefolder/index.html index abaa4f3db..046507cbf 100644 --- a/docs/API-docs/v1/updatefolder/index.html +++ b/docs/API-docs/v1/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/category/cloud-storage/index.html b/docs/category/cloud-storage/index.html index 5b8e1893f..5a50c8cca 100644 --- a/docs/category/cloud-storage/index.html +++ b/docs/category/cloud-storage/index.html @@ -5,7 +5,7 @@ Cloud Storage | OpenSign™ - + diff --git a/docs/category/console/index.html b/docs/category/console/index.html index 7b8d2e6ad..efc108813 100644 --- a/docs/category/console/index.html +++ b/docs/category/console/index.html @@ -5,10 +5,10 @@ Console | OpenSign™ - + -

Console

The console application is accessible only to the admin; other users do not have access to it.

+

Console

The console application is accessible only to the admin; other users do not have access to it.

\ No newline at end of file diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index 8ecc8e4f8..a45b430c8 100644 --- a/docs/category/create-new-opensign-document/index.html +++ b/docs/category/create-new-opensign-document/index.html @@ -5,7 +5,7 @@ Create New OpenSign Document | OpenSign™ - + diff --git a/docs/category/docker/index.html b/docs/category/docker/index.html index 1d70d1ae8..9aa9d3ccd 100644 --- a/docs/category/docker/index.html +++ b/docs/category/docker/index.html @@ -5,7 +5,7 @@ Docker | OpenSign™ - + diff --git a/docs/category/documents/index.html b/docs/category/documents/index.html index 4dfd4fc26..0efa93b63 100644 --- a/docs/category/documents/index.html +++ b/docs/category/documents/index.html @@ -5,7 +5,7 @@ Documents | OpenSign™ - + diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html index 47cf824a3..dc3c3f979 100644 --- a/docs/category/faqs/index.html +++ b/docs/category/faqs/index.html @@ -5,7 +5,7 @@ FAQs | OpenSign™ - + diff --git a/docs/category/guides/index.html b/docs/category/guides/index.html index f6e14769b..1810d99f2 100644 --- a/docs/category/guides/index.html +++ b/docs/category/guides/index.html @@ -5,7 +5,7 @@ Guides | OpenSign™ - + diff --git a/docs/category/manage-docs-using-opensign-drive/index.html b/docs/category/manage-docs-using-opensign-drive/index.html index d727b5a79..45fc7f098 100644 --- a/docs/category/manage-docs-using-opensign-drive/index.html +++ b/docs/category/manage-docs-using-opensign-drive/index.html @@ -5,7 +5,7 @@ Manage Docs using OpenSign™ Drive | OpenSign™ - + diff --git a/docs/category/settings/index.html b/docs/category/settings/index.html index 7f9744fce..7f67a23f6 100644 --- a/docs/category/settings/index.html +++ b/docs/category/settings/index.html @@ -5,7 +5,7 @@ Settings | OpenSign™ - + diff --git a/docs/category/templates/index.html b/docs/category/templates/index.html index 5af0aab6d..ea56f9183 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,7 +5,7 @@ Templates | OpenSign™ - + diff --git a/docs/category/user-menu/index.html b/docs/category/user-menu/index.html index 24b76d7d6..d91626178 100644 --- a/docs/category/user-menu/index.html +++ b/docs/category/user-menu/index.html @@ -5,7 +5,7 @@ User Menu | OpenSign™ - + diff --git a/docs/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html index 431ba87b9..1291c7005 100644 --- a/docs/contribute/CODE_OF_CONDUCT/index.html +++ b/docs/contribute/CODE_OF_CONDUCT/index.html @@ -5,7 +5,7 @@ Code of conduct | OpenSign™ - + diff --git a/docs/contribute/COMMUNITY/index.html b/docs/contribute/COMMUNITY/index.html index 2e0798ed9..0fd0018c7 100644 --- a/docs/contribute/COMMUNITY/index.html +++ b/docs/contribute/COMMUNITY/index.html @@ -5,7 +5,7 @@ Community at OpenSign™ | OpenSign™ - + diff --git a/docs/contribute/INSTALLATION/index.html b/docs/contribute/INSTALLATION/index.html index 6e401837a..a203c4291 100644 --- a/docs/contribute/INSTALLATION/index.html +++ b/docs/contribute/INSTALLATION/index.html @@ -5,7 +5,7 @@ Installation instructions | OpenSign™ - + diff --git a/docs/contribute/REPORTING_GUIDELINES/index.html b/docs/contribute/REPORTING_GUIDELINES/index.html index 549c43492..e871604a9 100644 --- a/docs/contribute/REPORTING_GUIDELINES/index.html +++ b/docs/contribute/REPORTING_GUIDELINES/index.html @@ -5,7 +5,7 @@ OpenSign™ Reporting Guidelines | OpenSign™ - + diff --git a/docs/contribute/intro/index.html b/docs/contribute/intro/index.html index f35b11073..574e98e81 100644 --- a/docs/contribute/intro/index.html +++ b/docs/contribute/intro/index.html @@ -5,7 +5,7 @@ Contributing to OpenSign | OpenSign™ - + diff --git a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html index 4ebb669a8..5ec09b361 100644 --- a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html +++ b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html @@ -5,7 +5,7 @@ Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™ - + diff --git a/docs/help/FAQs/Max File Upload Size/index.html b/docs/help/FAQs/Max File Upload Size/index.html index 0ee2e5955..6df150c93 100644 --- a/docs/help/FAQs/Max File Upload Size/index.html +++ b/docs/help/FAQs/Max File Upload Size/index.html @@ -5,7 +5,7 @@ Max File Upload Size | OpenSign™ - + diff --git a/docs/help/FAQs/User Deletion/index.html b/docs/help/FAQs/User Deletion/index.html index bc4fc6001..99846aacf 100644 --- a/docs/help/FAQs/User Deletion/index.html +++ b/docs/help/FAQs/User Deletion/index.html @@ -5,7 +5,7 @@ User Deletion | OpenSign™ - + diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html index 4807c05f0..3fb3f2978 100644 --- a/docs/help/FAQs/index.html +++ b/docs/help/FAQs/index.html @@ -5,7 +5,7 @@ Why is there no dropdown list when I sign a document myself? | OpenSign™ - + diff --git a/docs/help/New-Document/edit-document-before-sending/index.html b/docs/help/New-Document/edit-document-before-sending/index.html index 91b5a2809..e0a7eee05 100644 --- a/docs/help/New-Document/edit-document-before-sending/index.html +++ b/docs/help/New-Document/edit-document-before-sending/index.html @@ -5,7 +5,7 @@ Editing Your Document Before Sending | OpenSign™ - + diff --git a/docs/help/New-Document/enforce-email-verification/index.html b/docs/help/New-Document/enforce-email-verification/index.html index f60633120..4c54cf0f7 100644 --- a/docs/help/New-Document/enforce-email-verification/index.html +++ b/docs/help/New-Document/enforce-email-verification/index.html @@ -5,7 +5,7 @@ Enforce email OTP verification | OpenSign™ - + diff --git a/docs/help/New-Document/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html index 48049704e..d22ec5d81 100644 --- a/docs/help/New-Document/request-signatures/index.html +++ b/docs/help/New-Document/request-signatures/index.html @@ -5,7 +5,7 @@ Request signatures | OpenSign™ - + diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html index 12c48f823..824dffb3f 100644 --- a/docs/help/New-Document/sign-yourself/index.html +++ b/docs/help/New-Document/sign-yourself/index.html @@ -5,7 +5,7 @@ Sign your-self | OpenSign™ - + diff --git a/docs/help/New-Document/widgets/index.html b/docs/help/New-Document/widgets/index.html index 0a057e8da..cb35f61c1 100644 --- a/docs/help/New-Document/widgets/index.html +++ b/docs/help/New-Document/widgets/index.html @@ -5,7 +5,7 @@ Widgets in OpenSign | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index 57e2697ec..ecfd2e6f5 100644 --- a/docs/help/OpenSign™ Drive/create-document/index.html +++ b/docs/help/OpenSign™ Drive/create-document/index.html @@ -5,7 +5,7 @@ Create Docs & Folders | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/list-grid-view/index.html b/docs/help/OpenSign™ Drive/list-grid-view/index.html index 37478bc37..b2e138c08 100644 --- a/docs/help/OpenSign™ Drive/list-grid-view/index.html +++ b/docs/help/OpenSign™ Drive/list-grid-view/index.html @@ -5,7 +5,7 @@ Grid vs List view | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/organize-documents/index.html b/docs/help/OpenSign™ Drive/organize-documents/index.html index f5726dfd0..d72739a7b 100644 --- a/docs/help/OpenSign™ Drive/organize-documents/index.html +++ b/docs/help/OpenSign™ Drive/organize-documents/index.html @@ -5,7 +5,7 @@ OpenSign™ Drive Interface Documentation | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/rename-document/index.html b/docs/help/OpenSign™ Drive/rename-document/index.html index 24b5ce31f..b287d682f 100644 --- a/docs/help/OpenSign™ Drive/rename-document/index.html +++ b/docs/help/OpenSign™ Drive/rename-document/index.html @@ -5,7 +5,7 @@ Rename documents from OpenSign™ Drive | OpenSign™ - + diff --git a/docs/help/Reports/completed/index.html b/docs/help/Reports/completed/index.html index 417cb8cdc..1de1926ee 100644 --- a/docs/help/Reports/completed/index.html +++ b/docs/help/Reports/completed/index.html @@ -5,7 +5,7 @@ Completed | OpenSign™ - + diff --git a/docs/help/Reports/contactbook/index.html b/docs/help/Reports/contactbook/index.html index 4c0c828a8..22306dc86 100644 --- a/docs/help/Reports/contactbook/index.html +++ b/docs/help/Reports/contactbook/index.html @@ -5,7 +5,7 @@ Contactbook | OpenSign™ - + diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index a0cdb9fe7..0431afa39 100644 --- a/docs/help/Reports/declined/index.html +++ b/docs/help/Reports/declined/index.html @@ -5,7 +5,7 @@ Declined | OpenSign™ - + diff --git a/docs/help/Reports/drafts/index.html b/docs/help/Reports/drafts/index.html index d443cad9b..ede807a84 100644 --- a/docs/help/Reports/drafts/index.html +++ b/docs/help/Reports/drafts/index.html @@ -5,7 +5,7 @@ Drafts | OpenSign™ - + diff --git a/docs/help/Reports/expired/index.html b/docs/help/Reports/expired/index.html index f85aca90a..cbfd2b505 100644 --- a/docs/help/Reports/expired/index.html +++ b/docs/help/Reports/expired/index.html @@ -5,7 +5,7 @@ Expired | OpenSign™ - + diff --git a/docs/help/Reports/in-progress/index.html b/docs/help/Reports/in-progress/index.html index 4c994b875..1893b7a63 100644 --- a/docs/help/Reports/in-progress/index.html +++ b/docs/help/Reports/in-progress/index.html @@ -5,7 +5,7 @@ In Progress | OpenSign™ - + diff --git a/docs/help/Reports/need-your-sign/index.html b/docs/help/Reports/need-your-sign/index.html index 0689221ce..f6c75bdef 100644 --- a/docs/help/Reports/need-your-sign/index.html +++ b/docs/help/Reports/need-your-sign/index.html @@ -5,7 +5,7 @@ Need your sign | OpenSign™ - + diff --git a/docs/help/Settings/APIToken/index.html b/docs/help/Settings/APIToken/index.html index ebe07f219..d2fa372b9 100644 --- a/docs/help/Settings/APIToken/index.html +++ b/docs/help/Settings/APIToken/index.html @@ -5,7 +5,7 @@ API Token | OpenSign™ - + diff --git a/docs/help/Settings/Custom-email-templates/index.html b/docs/help/Settings/Custom-email-templates/index.html index fee43086d..5276d2062 100644 --- a/docs/help/Settings/Custom-email-templates/index.html +++ b/docs/help/Settings/Custom-email-templates/index.html @@ -5,7 +5,7 @@ Custom email templates | OpenSign™ - + diff --git a/docs/help/Settings/Preferences/index.html b/docs/help/Settings/Preferences/index.html index 3a2f611c9..7f581b201 100644 --- a/docs/help/Settings/Preferences/index.html +++ b/docs/help/Settings/Preferences/index.html @@ -5,7 +5,7 @@ Preferences | OpenSign™ - + @@ -81,8 +81,10 @@

💡 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 settings, including Gmail integration or third-party SMTP providers.
-OpenSign now supports SMTP configuration at both the organization level and the individual user level.

+

OpenSign allows users to send emails using their own SMTP settings, including Gmail integration and third-party SMTP providers.

+

OpenSign now supports SMTP configuration at both the organization level and the individual user level.

+

To set up SMTP at the organization level, refer to the guide here:
+https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP

👤 SMTP at the User Level​

Users can configure their own SMTP settings to send request-signature and completion emails using their personal mailbox. These user-level settings will override the organization-level SMTP only if the admin has enabled individual SMTP customization under Console → General.

@@ -183,7 +185,7 @@ If the admin has configured a company-level SMTP, and the user has not set up th

Note: This feature is available only in the paid plans of OpenSign.

-

🔄 Multi-Level Custom Email Templates​

+

🔄 Multi-Level Custom Email Templates​

OpenSign™ offers flexible control over email templates at two different levels:

🏢 Organization Level​

diff --git a/docs/help/Settings/SecurityManagement/index.html b/docs/help/Settings/SecurityManagement/index.html index e13716878..5ce1c1241 100644 --- a/docs/help/Settings/SecurityManagement/index.html +++ b/docs/help/Settings/SecurityManagement/index.html @@ -5,7 +5,7 @@ Security | OpenSign™ - + diff --git a/docs/help/Settings/Teams/index.html b/docs/help/Settings/Teams/index.html index cc7262f31..6a14865a3 100644 --- a/docs/help/Settings/Teams/index.html +++ b/docs/help/Settings/Teams/index.html @@ -5,7 +5,7 @@ Manage Teams | OpenSign™ - + diff --git a/docs/help/Settings/Webhook/index.html b/docs/help/Settings/Webhook/index.html index b0c214648..de3fa3faa 100644 --- a/docs/help/Settings/Webhook/index.html +++ b/docs/help/Settings/Webhook/index.html @@ -5,7 +5,7 @@ Webhook | OpenSign™ - + diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index 4b476c8e6..5c88c3d25 100644 --- a/docs/help/Settings/disabledocumentid/index.html +++ b/docs/help/Settings/disabledocumentid/index.html @@ -5,7 +5,7 @@ Disable DocumentId | OpenSign™ - + diff --git a/docs/help/Settings/manage-users/index.html b/docs/help/Settings/manage-users/index.html index 4bdc9432e..cb228ae6e 100644 --- a/docs/help/Settings/manage-users/index.html +++ b/docs/help/Settings/manage-users/index.html @@ -5,7 +5,7 @@ Manage users | OpenSign™ - + diff --git a/docs/help/Settings/my-signature/index.html b/docs/help/Settings/my-signature/index.html index 3e1bbdee4..bfb99ef47 100644 --- a/docs/help/Settings/my-signature/index.html +++ b/docs/help/Settings/my-signature/index.html @@ -5,7 +5,7 @@ My Signature | OpenSign™ - + diff --git a/docs/help/Templates/create-template/index.html b/docs/help/Templates/create-template/index.html index e8241fadb..804689fe4 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,7 +5,7 @@ Create Templates | OpenSign™ - + diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html index 399bbe628..917f3ba74 100644 --- a/docs/help/Templates/embed-template/index.html +++ b/docs/help/Templates/embed-template/index.html @@ -5,7 +5,7 @@ Embedding OpenSign templates | OpenSign™ - + diff --git a/docs/help/Templates/manage-templates/index.html b/docs/help/Templates/manage-templates/index.html index 06b979c16..7f48a07d8 100644 --- a/docs/help/Templates/manage-templates/index.html +++ b/docs/help/Templates/manage-templates/index.html @@ -5,7 +5,7 @@ Manage Templates | OpenSign™ - + diff --git a/docs/help/Templates/publicTemplate/index.html b/docs/help/Templates/publicTemplate/index.html index 411c933af..2f9c4a480 100644 --- a/docs/help/Templates/publicTemplate/index.html +++ b/docs/help/Templates/publicTemplate/index.html @@ -5,7 +5,7 @@ Setting up an OpenSign template for public signing | OpenSign™ - + diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html index 1bc046d4b..0fa58daf8 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -5,7 +5,7 @@ Quickly Send the Document for Signature Using Template | OpenSign™ - + diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index edd9460ba..f9538e91f 100644 --- a/docs/help/Templates/use-template/index.html +++ b/docs/help/Templates/use-template/index.html @@ -5,7 +5,7 @@ Use template to create documents | OpenSign™ - + diff --git a/docs/help/User Menu/Console/analystics/index.html b/docs/help/User Menu/Console/analystics/index.html index 9f16e2867..fe143d282 100644 --- a/docs/help/User Menu/Console/analystics/index.html +++ b/docs/help/User Menu/Console/analystics/index.html @@ -5,11 +5,11 @@ Analytics | OpenSign™ - + -

Analytics

Documents Signed​

+

Analytics

Documents Signed​

Displays the total number of documents you have signed.

Templates Count​

diff --git a/docs/help/User Menu/Console/branding/index.html b/docs/help/User Menu/Console/branding/index.html index e4a25808b..7e17831bd 100644 --- a/docs/help/User Menu/Console/branding/index.html +++ b/docs/help/User Menu/Console/branding/index.html @@ -5,11 +5,11 @@ Branding | OpenSign™ - + -

🔧 Branding

+

🔧 Branding

Custom Subdomain​

This page is accessible only to Enterprise users. Here, users can configure their own custom subdomain and access the OpenSign application directly through it.

@@ -18,6 +18,6 @@ This name will appear in custom template page titles and other areas across the application, helping maintain consistent branding.

-

Users can upload their own logo to display within the application instead of the default OpenSign logo, reinforcing their brand presence.

+

Users can upload their own logo to display within the application instead of the default OpenSign logo, reinforcing their brand presence.

\ No newline at end of file diff --git a/docs/help/User Menu/Console/custom_filestorage/index.html b/docs/help/User Menu/Console/custom_filestorage/index.html index 57593600f..3def7c55a 100644 --- a/docs/help/User Menu/Console/custom_filestorage/index.html +++ b/docs/help/User Menu/Console/custom_filestorage/index.html @@ -5,11 +5,11 @@ Custom File Storage | OpenSign™ - + -

💾 Custom File Storage

+

💾 Custom File Storage

🌩️ Introduction to BYOC (Bring Your Own Cloud)​

OpenSign supports BYOC (Bring Your Own Cloud) — allowing you to store your documents in your own cloud storage instead of OpenSign’s default storage.

With BYOC, organizations and users gain greater control, privacy, and compliance flexibility by connecting their preferred cloud providers such as AWS S3 or DigitalOcean Spaces.

@@ -42,7 +42,7 @@ To configure OpenSign with your cloud storage, refer to this detailed guide:
👉 Cloud Storage Setup Guide

-

🪣 Steps to Configure Custom Storage​

+

🪣 Steps to Configure Custom Storage​

  1. Click the Add New button.
@@ -83,6 +83,6 @@ 📩 support@opensignlabs.com

Or join our community for instant assistance:
💬 Join our Discord

-

Happy Signing with OpenSign™!

+

Happy Signing with OpenSign™!

\ No newline at end of file diff --git a/docs/help/User Menu/Console/emails/index.html b/docs/help/User Menu/Console/emails/index.html index 5c750c2af..ec64c8a4b 100644 --- a/docs/help/User Menu/Console/emails/index.html +++ b/docs/help/User Menu/Console/emails/index.html @@ -3,13 +3,13 @@ -Email Templates | OpenSign™ +Mail | OpenSign™ - + -

📧 Company Email Template Settings

+

📧 Company Email Template Settings

This page allows the admin user to configure and manage customized email templates at the organization level.
If you prefer not to grant users permission to set up their own email templates, you can define a single set of templates here that will apply to all users within your organization.

@@ -18,6 +18,8 @@ Step 2: Navigate to the Profile Menu and click on Console.
Step 3: Go to the Email tab. Here, admin users can create, edit, and manage organization-level email templates.

custom email templates +

To set up SMTP at the user level, refer to the guide here:
+https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates

✉️ Request Signature Email​

This email is automatically sent to all signers when a document is shared for signing.

@@ -50,6 +52,6 @@

💡 Tip: Always preview your templates before saving to ensure correct formatting and placeholder usage.

-

For further assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.

+

For further assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.

\ No newline at end of file diff --git a/docs/help/User Menu/Console/general/index.html b/docs/help/User Menu/Console/general/index.html index a187395fa..15c4d9968 100644 --- a/docs/help/User Menu/Console/general/index.html +++ b/docs/help/User Menu/Console/general/index.html @@ -5,11 +5,11 @@ General | OpenSign™ - + -

General Settings

+

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​

diff --git a/docs/help/User Menu/Console/globalSMTP/index.html b/docs/help/User Menu/Console/globalSMTP/index.html index 68e5bbe3f..87663bff5 100644 --- a/docs/help/User Menu/Console/globalSMTP/index.html +++ b/docs/help/User Menu/Console/globalSMTP/index.html @@ -3,13 +3,13 @@ -Preferences | OpenSign™ +Global SMTP | OpenSign™ - + -

Preferences

🏢 SMTP at the Organization Level​

+

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​

@@ -52,6 +52,6 @@ Custom smtp

📤 OpenSign™ Default SMTP​

-

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

+

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

\ No newline at end of file diff --git a/docs/help/User Menu/Console/orgadmin/index.html b/docs/help/User Menu/Console/orgadmin/index.html index ca042bb00..4dd654460 100644 --- a/docs/help/User Menu/Console/orgadmin/index.html +++ b/docs/help/User Menu/Console/orgadmin/index.html @@ -5,11 +5,11 @@ Org Admins | OpenSign™ - + -

👥 Org Admins

+

👥 Org Admins

The Org Admins section allows administrators to manage organization-level admin users within OpenSign.
Org Admins are responsible for managing users, templates, and signing workflows for their organizations.

diff --git a/docs/help/User Menu/Console/organizations/index.html b/docs/help/User Menu/Console/organizations/index.html index 5e764fec9..e1f17b851 100644 --- a/docs/help/User Menu/Console/organizations/index.html +++ b/docs/help/User Menu/Console/organizations/index.html @@ -5,11 +5,11 @@ Organizations | OpenSign™ - + -

🏢 Organizations

+

🏢 Organizations

The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account.
Each organization acts as an independent workspace with its own users, teams, templates, and signing workflows.

diff --git a/docs/help/User Menu/Console/signing_certificate/index.html b/docs/help/User Menu/Console/signing_certificate/index.html index 530ff640a..646b27d2e 100644 --- a/docs/help/User Menu/Console/signing_certificate/index.html +++ b/docs/help/User Menu/Console/signing_certificate/index.html @@ -5,11 +5,11 @@ Custom Signing Certificate | OpenSign™ - + -

🔐 Custom Signing Certificate

+

🔐 Custom Signing Certificate

The Custom Signing Certificate page allows you to upload and manage your own digital signing certificate (PFX format) for secure and verified document signing in OpenSign.

By default, OpenSign uses its built-in signing certificate to digitally sign documents.
However, if your organization has its own custom certificate (PFX or P12 format), you can upload and activate it here.

@@ -59,6 +59,6 @@

💬 Need Help?​

If you encounter any issues while uploading or activating your certificate, contact our support team at
📩 support@opensignlabs.com

-

Empower your brand with trusted digital signatures — securely with OpenSign™.

+

Empower your brand with trusted digital signatures — securely with OpenSign™.

\ No newline at end of file diff --git a/docs/help/User Menu/Profile/index.html b/docs/help/User Menu/Profile/index.html index 3a4c8aa74..12ea66708 100644 --- a/docs/help/User Menu/Profile/index.html +++ b/docs/help/User Menu/Profile/index.html @@ -5,7 +5,7 @@ Profile | OpenSign™ - + diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index 248920e3f..210541808 100644 --- a/docs/help/intro/index.html +++ b/docs/help/intro/index.html @@ -5,7 +5,7 @@ Intro | OpenSign™ - + diff --git a/docs/intro/index.html b/docs/intro/index.html index 27ab1b72c..0e5b356b9 100644 --- a/docs/intro/index.html +++ b/docs/intro/index.html @@ -5,7 +5,7 @@ Tutorial Intro | OpenSign™ - + diff --git a/docs/self-host/One-click-Install/DigitalOcean/index.html b/docs/self-host/One-click-Install/DigitalOcean/index.html index afbace2eb..69c855fda 100644 --- a/docs/self-host/One-click-Install/DigitalOcean/index.html +++ b/docs/self-host/One-click-Install/DigitalOcean/index.html @@ -5,7 +5,7 @@ Digital Ocean | OpenSign™ - + diff --git a/docs/self-host/cloud-storage/s3/index.html b/docs/self-host/cloud-storage/s3/index.html index 59e661d88..c731c1aeb 100644 --- a/docs/self-host/cloud-storage/s3/index.html +++ b/docs/self-host/cloud-storage/s3/index.html @@ -5,7 +5,7 @@ AWS S3 | OpenSign™ - + diff --git a/docs/self-host/docker/run-locally/index.html b/docs/self-host/docker/run-locally/index.html index 7849c8d21..6787e9838 100644 --- a/docs/self-host/docker/run-locally/index.html +++ b/docs/self-host/docker/run-locally/index.html @@ -5,7 +5,7 @@ Self-host OpenSign™ with Docker on Linux/MacOS/Windows | OpenSign™ - + diff --git a/docs/self-host/docker/upgrade-deployment/index.html b/docs/self-host/docker/upgrade-deployment/index.html index c96ba7330..a8ceebb4b 100644 --- a/docs/self-host/docker/upgrade-deployment/index.html +++ b/docs/self-host/docker/upgrade-deployment/index.html @@ -5,7 +5,7 @@ OpenSign™ Self-Hosted 'Upgrade Deployment' Guide Using Docker on Linux, macOS, or Windows | OpenSign™ - + diff --git a/docs/self-host/guides/azure-vm-setup/index.html b/docs/self-host/guides/azure-vm-setup/index.html index aecfada2a..3bae0630b 100644 --- a/docs/self-host/guides/azure-vm-setup/index.html +++ b/docs/self-host/guides/azure-vm-setup/index.html @@ -5,7 +5,7 @@ OpenSign Deployment Guide on Azure VM via command-line | OpenSign™ - + diff --git a/docs/self-host/guides/env-variables/index.html b/docs/self-host/guides/env-variables/index.html index 3f21fd695..63f628c00 100644 --- a/docs/self-host/guides/env-variables/index.html +++ b/docs/self-host/guides/env-variables/index.html @@ -5,7 +5,7 @@ ENV variables which are used to setup OpenSign™ with Docker on Localhost | OpenSign™ - + diff --git a/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html b/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html index e44789794..cb537ea9b 100644 --- a/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html +++ b/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html @@ -5,7 +5,7 @@ How to generate self-signed document signing certificate? | OpenSign™ - + diff --git a/docs/self-host/guides/upgrade-to-v2.1.0/index.html b/docs/self-host/guides/upgrade-to-v2.1.0/index.html index 12da5f270..5bac14f6b 100644 --- a/docs/self-host/guides/upgrade-to-v2.1.0/index.html +++ b/docs/self-host/guides/upgrade-to-v2.1.0/index.html @@ -5,7 +5,7 @@ How to upgrade self-hosted OpenSign to v2.1.0? | OpenSign™ - + diff --git a/docs/self-host/intro/index.html b/docs/self-host/intro/index.html index a03e82de3..7a3bd59de 100644 --- a/docs/self-host/intro/index.html +++ b/docs/self-host/intro/index.html @@ -5,7 +5,7 @@ Self-Hosting OpenSign | OpenSign™ - + diff --git a/index.html b/index.html index f137671a4..d68b9d478 100644 --- a/index.html +++ b/index.html @@ -5,7 +5,7 @@ Official OpenSign™ Docs - tutorials, API documentation, self-host help & much more. | OpenSign™ - + diff --git a/markdown-page/index.html b/markdown-page/index.html index 2f7c94bbb..3cd22d9fb 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +