Create globalSMTP.md

updated the console menu for global smtp help text.
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pravin
2025-11-18 17:17:09 +05:30
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sidebar_position: 4
title: Preferences
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## 🏢 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
Admins can manage and enforce SMTP settings across the entire platform.
**Step 1:** Open the profile menu and select **Console Application** to access the admin console.
**Step 2:** In the Console, navigate to the **Global SMTP** section and configure your SMTP settings.
All users under your organization will automatically use the organization-level SMTP **unless** they are allowed to configure their own SMTP settings.
<img width="861" height="409" alt="Global SMTP" src="https://github.com/user-attachments/assets/fe9dc091-59dd-47f9-992a-811cecaac2f3" />
**Example:**
Adam, the administrator, disables **Enable individual user SMTP settings** under **Console → General**.
As a result, Ursula cannot configure her own SMTP.
When Ursula sends a document to Sofia for signing, Sofia receives emails sent through the **organization-level SMTP**.
If Adam enables **Enable individual user SMTP settings**, but Ursula does not configure her own SMTP, emails will still be sent using the **organization-level SMTP**.
> **Note:** Organization-level SMTP configuration is available **only on Paid plans** and is not included in **Free** plans.
### 🔗 Connect to Gmail
Send request-signature emails directly from your **Gmail account**.
- Click **Connect to Gmail**
- A popup will appear prompting you to sign in
- Grant the required access permissions
- Once authorized, OpenSign will send emails using your Gmail account
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### ⚙️ Custom SMTP
Configure any third-party SMTP provider such as SMTP2GO or Mailgun.
- Click **Custom SMTP**
- A popup will appear asking for your SMTP details:
- **Host:** SMTP server host (e.g., `mail.smtp2go.com`)
- **Port:** SMTP port (e.g., `2525`)
- **Sender Email:** Email address configured in your SMTP account
- **Username:** SMTP username
- **Password:** SMTP password
<img width="820" alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"></img>
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### 📤 OpenSign™ Default SMTP
If selected, all request-signature and completion emails will be sent using OpenSigns built-in SMTP server.