From ae6f72764610ddf09753b8fa7f3ea86989e6ef8e Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 3 Nov 2025 15:44:57 +0530 Subject: [PATCH] Create general.md for OpenSign General settings Added documentation for the General section in OpenSign, covering settings for signature types, public profile indexing, and email template customization. --- docs/docs/help/User Menu/Console/general.md | 42 +++++++++++++++++++++ 1 file changed, 42 insertions(+) create mode 100644 docs/docs/help/User Menu/Console/general.md diff --git a/docs/docs/help/User Menu/Console/general.md b/docs/docs/help/User Menu/Console/general.md new file mode 100644 index 000000000..35ef902b6 --- /dev/null +++ b/docs/docs/help/User Menu/Console/general.md @@ -0,0 +1,42 @@ +--- +sidebar_position: 2 +title: General +--- + +# General + +The **General** section in OpenSign includes essential settings that allow the admin to manage and control the overall configuration of the OpenSign platform. + +--- + +## Enabled Signature Types + +Admins can define which signature types are available at the organization level. + +All users under your account will only see the signing methods you enable here in their **Preferences**. They will not be able to use any signature methods that are disabled by the admin. + +**Example:** +Adam, the administrator of your company account, disables the **Typed** signature option in the **Manage Signature Types** settings. As a result, Ursula, a team member, will no longer see the **Typed** signature option in her preferences. + +Ursula can still enable or disable any of the remaining signature methods for each document she creates. +When she sends a document to Sofia (a signer), Sofia will only see the signature methods that Ursula selected during the document creation process. + +> **Note:** Managing **Signature Types** at the organization level is available only on the **Teams** plan. +> This feature is not included in the **Professional** or **Free** plans. + +![Signature type setup console](https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7) + +--- + +## Allow Indexing of Public Profile + +If this option is enabled, the user’s public profile will be indexed and appear in search results. + +--- + +## Email Template Customization + +This setting allows the admin to control whether users can create and manage their own email templates. + +- If the admin **disables** this setting, team users **cannot** create custom email templates for request signatures or document completion notifications. +- If the setting is **enabled**, users can customize their own individual templates.