diff --git a/docs/docs/help/User Menu/Console/globalSMTP.md b/docs/docs/help/User Menu/Console/globalSMTP.md new file mode 100644 index 000000000..14ddd927e --- /dev/null +++ b/docs/docs/help/User Menu/Console/globalSMTP.md @@ -0,0 +1,60 @@ +--- +sidebar_position: 4 +title: Preferences +--- + +## 🏢 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. + +Global SMTP + +**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 + +--- + +### ⚙️ 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 + +Custom smtp + +--- + +### 📤 OpenSign™ Default SMTP + +If selected, all request-signature and completion emails will be sent using OpenSign’s built-in SMTP server.