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-"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>o});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 o(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:()=>a,contentTitle:()=>o,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"},o="\ud83d\udd27 Preferences",a={},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\udd17 Connect to Gmail",id:"-connect-to-gmail",level:4},{value:"\u2699\ufe0f Custom SMTP",id:"\ufe0f-custom-smtp",level:4},{value:"\ud83d\udce4 OpenSign\u2122 Default SMTP",id:"-opensign-default-smtp",level:4},{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\udce7 Email Templates",id:"-email-templates",level:2},{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. 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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. 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 configuration"}),". This includes options to connect with Gmail or use third-party SMTP providers."]}),"\n",(0,t.jsx)(n.p,{children:"To set up and enable custom SMTP:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," menu."]}),"\n",(0,t.jsxs)(n.li,{children:["Click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Choose one of the available SMTP options below:"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"-connect-to-gmail",children:"\ud83d\udd17 Connect to Gmail"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows you to 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 the ",(0,t.jsx)(n.strong,{children:"Connect to Gmail"})," button."]}),"\n",(0,t.jsx)(n.li,{children:"A popup will appear prompting you to log in to your Gmail account."}),"\n",(0,t.jsx)(n.li,{children:"Grant the required permissions."}),"\n",(0,t.jsx)(n.li,{children:"Once authorized, your OpenSign account will be connected and ready to send emails using your Gmail."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-custom-smtp",children:"\u2699\ufe0f Custom SMTP"}),"\n",(0,t.jsxs)(n.p,{children:["You can also configure a ",(0,t.jsx)(n.strong,{children:"custom SMTP provider"})," such as SMTP2GO, Mailgun, etc."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click the ",(0,t.jsx)(n.strong,{children:"Custom SMTP"})," button."]}),"\n",(0,t.jsxs)(n.li,{children:["A popup will appear asking for your SMTP credentials:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Host:"})," SMTP host address (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 (can be the same as the sender email)"]}),"\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.h4,{id:"-opensign-default-smtp",children:"\ud83d\udce4 OpenSign\u2122 Default SMTP"}),"\n",(0,t.jsxs)(n.p,{children:["If you choose the ",(0,t.jsx)(n.strong,{children:"default SMTP"}),", all request signature emails will be sent via OpenSign\u2019s built-in SMTP server."]}),"\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:"Note:"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A green checkmark next to an option indicates the ",(0,t.jsx)(n.strong,{children:"currently active SMTP"}),"."]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Only one SMTP option can be active at a time."})}),"\n",(0,t.jsx)(n.li,{children:"This feature is available only on 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:"-email-templates",children:"\ud83d\udce7 Email Templates"}),"\n",(0,t.jsxs)(n.p,{children:["In the ",(0,t.jsx)(n.strong,{children:"Preferences > Email"})," tab, users can customize email templates to personalize communication with signers and stakeholders.",(0,t.jsx)(n.br,{}),"\n","This feature helps maintain brand consistency and enhances engagement throughout the signing workflow."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 ",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates",children:"\ud83d\udcc4 Step-by-step guide to setting up custom email templates"})]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," The custom email templates 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.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
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@@ -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:"\ud83c\udfe2 SMTP at the Organization Level",id:"-smtp-at-the-organization-level",level:2},{value:"How to Set Up SMTP at the Organization Level",id:"how-to-set-up-smtp-at-the-organization-level",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:"\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:"\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. 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.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-smtp-at-the-organization-level",children:"\ud83c\udfe2 SMTP at the Organization Level"}),"\n",(0,t.jsxs)(n.p,{children:["Configure SMTP at the organization level to send all outgoing emails\u2014such as request-signature and completion emails\u2014using a company-configured SMTP server.",(0,t.jsx)(n.br,{}),"\n","When enabled, these settings apply to all users ",(0,t.jsx)(n.strong,{children:"unless individual SMTP customization is allowed and set up by the user"}),"."]}),"\n",(0,t.jsx)(n.h3,{id:"how-to-set-up-smtp-at-the-organization-level",children:"How to Set Up SMTP at the Organization Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can manage and enforce SMTP settings 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:"})," In the Console, navigate to the ",(0,t.jsx)(n.strong,{children:"Global SMTP"})," section and configure your SMTP settings."]}),"\n",(0,t.jsxs)(n.p,{children:["All users under your organization will automatically use the organization-level SMTP ",(0,t.jsx)(n.strong,{children:"unless"})," they are allowed to configure their own SMTP settings."]}),"\n",(0,t.jsx)("img",{width:"861",height:"409",alt:"Global SMTP",src:"https://github.com/user-attachments/assets/fe9dc091-59dd-47f9-992a-811cecaac2f3"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator, disables ",(0,t.jsx)(n.strong,{children:"Enable individual user SMTP settings"})," under ",(0,t.jsx)(n.strong,{children:"Console \u2192 General"}),".",(0,t.jsx)(n.br,{}),"\n","As a result, Ursula cannot configure her own SMTP."]}),"\n",(0,t.jsxs)(n.p,{children:["When Ursula sends a document to Sofia for signing, Sofia receives emails sent through the ",(0,t.jsx)(n.strong,{children:"organization-level SMTP"}),".",(0,t.jsx)(n.br,{}),"\n","If Adam enables ",(0,t.jsx)(n.strong,{children:"Enable individual user SMTP settings"}),", but Ursula does not configure her own SMTP, emails will still be sent using the ",(0,t.jsx)(n.strong,{children:"organization-level SMTP"}),"."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Organization-level SMTP configuration is available ",(0,t.jsx)(n.strong,{children:"only on Paid plans"})," and is not included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n"]}),"\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.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.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/runtime~main.7f28f95f.js b/assets/js/runtime~main.6218f05b.js
similarity index 99%
rename from assets/js/runtime~main.7f28f95f.js
rename to assets/js/runtime~main.6218f05b.js
index 531950e0d..8744ef8c4 100644
--- a/assets/js/runtime~main.7f28f95f.js
+++ b/assets/js/runtime~main.6218f05b.js
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Get Contact list | OpenSign™
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@@ -5,7 +5,7 @@
Create Contact | OpenSign™
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@@ -5,7 +5,7 @@
Create Document | OpenSign™
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@@ -5,7 +5,7 @@
Create Document from Template | OpenSign™
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@@ -5,7 +5,7 @@
Create Folder | OpenSign™
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@@ -5,7 +5,7 @@
Create Template | OpenSign™
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@@ -5,7 +5,7 @@
Delete Template | OpenSign™
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@@ -5,7 +5,7 @@
Delete Webhook | OpenSign™
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Delete Contact | OpenSign™
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@@ -5,7 +5,7 @@
Delete Document | OpenSign™
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index 5c1bea211..b4568b15f 100644
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@@ -5,7 +5,7 @@
Delete Folder | OpenSign™
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@@ -5,7 +5,7 @@
Draft Document | OpenSign™
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@@ -5,7 +5,7 @@
Draft Template | OpenSign™
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Get folder list | OpenSign™
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@@ -5,7 +5,7 @@
Get Template | OpenSign™
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Get your account details | OpenSign™
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@@ -5,7 +5,7 @@
Get Webhook | OpenSign™
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Get Contact | OpenSign™
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Get your API credits | OpenSign™
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@@ -5,7 +5,7 @@
Get Document | OpenSign™
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Get Document list from status | OpenSign™
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@@ -5,7 +5,7 @@
Get Folder | OpenSign™
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@@ -5,7 +5,7 @@
Get Template list | OpenSign™
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--- a/docs/API-docs/v1.1/index.html
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OpenSign API v1.1 | OpenSign™
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Overview | OpenSign™
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OpenSign API v1.1 | OpenSign™
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Public Template | OpenSign™
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--- a/docs/API-docs/v1.1/resendrequestmail/index.html
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Resend request mail | OpenSign™
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Revoke Document | OpenSign™
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Save or Update Webhook | OpenSign™
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Self Sign | OpenSign™
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@@ -5,7 +5,7 @@
Update Document | OpenSign™
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Update Template | OpenSign™
-
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Update Folder | OpenSign™
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Get Contact list | OpenSign™
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Create Contact | OpenSign™
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Create Document | OpenSign™
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Create Document from Template | OpenSign™
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Create Folder | OpenSign™
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Create Template | OpenSign™
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Delete Template | OpenSign™
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Delete Webhook | OpenSign™
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index 4af165879..ce481a131 100644
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Delete Contact | OpenSign™
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Delete Document | OpenSign™
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+++ b/docs/API-docs/v1/deletefolder/index.html
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Delete Folder | OpenSign™
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+++ b/docs/API-docs/v1/draftdocument/index.html
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Draft Document | OpenSign™
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index 2046aa68a..7b628083a 100644
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+++ b/docs/API-docs/v1/drafttemplate/index.html
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Draft Template | OpenSign™
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index 07b6ea1e3..13499736f 100644
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+++ b/docs/API-docs/v1/folderlist/index.html
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Get folder list | OpenSign™
-
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index 417350d01..196fe5039 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™
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+++ b/docs/API-docs/v1/get-user/index.html
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Get your account details | OpenSign™
-
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@@ -5,7 +5,7 @@
Get Webhook | OpenSign™
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index 3cd629b4b..aab7845b0 100644
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@@ -5,7 +5,7 @@
Get Contact | OpenSign™
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+++ b/docs/API-docs/v1/getdocument/index.html
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Get Document | OpenSign™
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Get Document list from status | OpenSign™
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+++ b/docs/API-docs/v1/getfolder/index.html
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Get Folder | OpenSign™
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index cb37b687e..ef6c9cafe 100644
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Get Template list | OpenSign™
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--- a/docs/API-docs/v1/index.html
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OpenSign API v1 | OpenSign™
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Overview | OpenSign™
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index cf0169b1c..f724b95b5 100644
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@@ -5,7 +5,7 @@
OpenSign API v1 | OpenSign™
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index 83d0113ae..4dd50ca44 100644
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+++ b/docs/API-docs/v1/resendrequestmail/index.html
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Resend request mail | OpenSign™
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diff --git a/docs/API-docs/v1/revokedocument/index.html b/docs/API-docs/v1/revokedocument/index.html
index c8751b734..40e528c8f 100644
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Revoke Document | OpenSign™
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index 214597c2f..0372a2c0d 100644
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@@ -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 4f8fad582..43343c45b 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 003b9c3db..4cb1dd53f 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 76486faf9..758cbf087 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 a491f7232..4a939b461 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 bcf7942f3..f1fb43171 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 8c1fdff9a..9b1c1e88a 100644
--- a/docs/category/console/index.html
+++ b/docs/category/console/index.html
@@ -5,7 +5,7 @@
Console | OpenSign™
-
+
diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html
index 40cb95241..77dd0ed27 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 30c89fbe5..69294081d 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 a10e04957..c88a37a81 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 665cdc6e6..7921f8a32 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 27516d44f..cbc2cd84b 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 726ac6830..52cf537e2 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 1f4025d95..b4cb9e304 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 c9ef90d3f..24f9ae1cb 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 d2f6ad48a..60e2f7f5c 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 a7dc1741c..6607e6566 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 42daf4ba1..310a9b01d 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 188900ff4..f65e9b320 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 66067681c..84fe12cd2 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 397b7b410..95e9aee9e 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 87edb1ce5..a2fbd195d 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 bf5da2465..1ec8cf1dd 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 ee71e9fb5..dc7d28834 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 c523e8e16..520e8741b 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 8f933489a..e39db496c 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 fc94f563c..9e238326e 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 794b83102..2b3309e02 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 73e10b5bd..faa3f3f65 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 f5252cf4f..420e41769 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 1be28dc17..b3197250d 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 4a77b99e7..28996e459 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 3d472f927..a38f945ed 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 1e6b5f351..aa54671c0 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 a94c99b80..381829cab 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 b73fe5e1e..b086f9c05 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 ea68f077e..986622c53 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 31ebad315..d8e6186eb 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 819517f80..6178c8f46 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 6a04a8fe7..cd9ba6976 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 fef66e3aa..d75ef8bac 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 2880d90a0..41a373509 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 83d76af8c..e4619a3ab 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 4bd125a93..345735f58 100644
--- a/docs/help/Settings/Preferences/index.html
+++ b/docs/help/Settings/Preferences/index.html
@@ -5,7 +5,7 @@
Preferences | OpenSign™
-
+
@@ -81,48 +81,77 @@
💡 Tip: Disable if your users are already familiar with OpenSign™.
OpenSign allows users to send emails using their own SMTP configuration. This includes options to connect with Gmail or use third-party SMTP providers.
-
To set up and enable custom SMTP:
-
-
Navigate to the Settings menu.
-
Click on Preferences.
-
Choose one of the available SMTP options below:
-
+
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.
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.
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.
+
+
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.
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.
+
Use this option if you prefer sending emails directly from your own email address.
Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP.
+
+
+
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).
+If 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.
-
⚠️ Note:
+
⚠️ Notes:
-
A green checkmark next to an option indicates the currently active SMTP.
-
Only one SMTP option can be active at a time.
-
This feature is available only on paid plans.
+
A green checkmark indicates the active SMTP option.
+
Only one SMTP option can be active at a time.
+
User-level SMTP is available only when permitted by the admin.
+
Some SMTP features are limited to Paid plans.
@@ -172,11 +201,35 @@
Note: This feature is available only in the paid plans of OpenSign.
In the Preferences > Email tab, users can customize email templates to personalize communication with signers and stakeholders.
-This feature helps maintain brand consistency and enhances engagement throughout the signing workflow.
Admins can manage and enforce standardized email templates across the entire platform.
+
Step 1: Open the profile menu and select Console Application to access the admin console.
+Step 2: Once the Console Application opens, go to the Mail section. Here, administrators can configure email templates at the organization level.
+
All users created under your organization will automatically use these templates for sending request-signature and document completion emails unless they have permission to create templates at the individual level or have customized their own templates.
+
Example:
+Adam, the administrator of your company account, disables the Allow email template customization for users individually setting under Console → General. As a result, Ursula, a team member, cannot create or modify her own email templates.
+
When Ursula sends a document to Sofia for signing, Sofia will receive the organization-level email template.
+If Adam enables 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.
+
Note: Organization-level email management is available only on Paid plans. This feature is not included in Free plans.
Users can configure their own email templates by navigating to Settings → Preferences.
+
If a user sets up templates here, those templates will be used for sending request-signature emails and document-completion emails.
+
+
Note: Customize email management is only available on Paid plans. This feature is not included in Free plans.
+
How Request-Signature and Completion Email Templates Work
+
+
+
If the admin enables Allow email template customization for users individually and the user sets up their own custom templates, then both request-signature emails and completion emails will be sent using the user-level templates.
+
+
+
If the user does not set up custom templates, and the admin has also not configured templates at the organization level, then the default OpenSign templates will be used.
The Security tab in OpenSign (found under Settings > Preferences > Security) allows users to manage key authentication methods to protect their account access.
@@ -187,6 +240,6 @@
Passkeys offer a passwordless, phishing-resistant login experience using your device’s built-in security features such as fingerprint, Face ID, or PIN.
👉 For full details on setting up Two-Factor Authentication (2FA) and Passkey Authentication: 🔒 View Security Setup Guide
-
For more assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.