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Update Preferences.md

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updated the Preferences page content.
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pravin
2025-06-02 16:40:31 +05:30
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commit d96504bb30
1 changed files with 29 additions and 15 deletions
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docs/docs/help/Settings/Preferences.md
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@@ -38,13 +38,22 @@ The **Allowed Signature Types** section defines which signature methods are avai
Admins can enforce company-wide signing policies by restricting available signature methods platform-wide.
Step 1: Open the profile menu and select Console Application to launch the console.
**Step 1:** Open the profile menu and select **Console Application** to launch the console.
Step 2: Once the Console Application loads, navigate to the General menu. Here, admins can configure the allowed signature types at the organization level.
**Step 2:** Once the Console Application loads, navigate to the **General** menu. Here, admins can configure the allowed signature types at the organization level.
After the signature types are set, only those selected options will appear in the Preferences page and in the Signature, Initial Widgets during both document creation and signing.
All users created under your account will only see the signing methods you enable here in their **Preferences**. They will be restricted from using any methods you don't select.
<img width="436" alt="Signature type setup console" src="https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7" />
**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 enable or disable any of the remaining three 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 only available 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)
### 👤 User-Level
@@ -52,7 +61,7 @@ Navigate to **Settings > Preferences** to configure user-level signature types.
If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation.
<img width="436" alt="Signature type setup preferences" src="https://github.com/user-attachments/assets/ae413b24-fe53-4aa9-9242-624574f1d7b3" />
![Signature type setup preferences](https://github.com/user-attachments/assets/ae413b24-fe53-4aa9-9242-624574f1d7b3)
### 📄 Document-Level
@@ -60,22 +69,24 @@ While creating a document, users can specify allowed signature types.
Only these will be available to the signer—useful for legal or regulatory requirements.
<img width="436" alt="Signature type setup signature widget" src="https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238" />
![Signature type setup signature widget](https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238)
---
## 🔔 Notify on Signatures
The document owner will receive email notifications when a document is signed.
The document owner can choose to receive email notifications when a document is signed.
- **Yes** – Receive alerts for each completed signature.
- **No** – Notifications are turned off.
- **Yes** – Get notified each time a signer completes their part.
- **No** – Turn off real-time signature notifications.
> Users can change this option while creating the document or a template.
This setting can be adjusted while creating a document or template.
**Note**: Regardless of this setting, a **completion email** with the signed document and completion certificate is **always sent** to all signers and the document owner.
Regardless of this preference, a **final completion email**—including the signed document and completion certificate—is **always sent** to both the document owner and all signers.
<img width="436" alt="Preferences setup" src="https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3" />
**Note:** Notify on Signatures feature is only available on the **Professional** and higher plans—it is not included in the **Free** plan.
![Preferences setup](https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3)
---
@@ -122,7 +133,7 @@ These settings are reflected in:
- Supports **12-hour** and **24-hour** formats.
- Affects timestamps in certificates, logs, and webhooks.
<img width="436" alt="Preferences setup" src="https://github.com/user-attachments/assets/5bb9ad1a-f3c7-4b6e-9469-1bb003e1eec0" />
![Preferences setup](https://github.com/user-attachments/assets/5bb9ad1a-f3c7-4b6e-9469-1bb003e1eec0)
---
@@ -154,7 +165,9 @@ Even if a certificate becomes invalid in the future, the LTV-enabled signature r
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.
👉 For a step-by-step guide on setting up custom email templates: [📄 View Email Template Guide](https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates)
👉 [📄 Step-by-step guide to setting up custom email templates](https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates)
**Note:** The custom email templates feature is only available on the **Professional** and higher plans—it is not included in the **Free** plan.
---
@@ -172,6 +185,7 @@ Enhance your account security by enabling 2FA. Once activated, you'll enter a ti
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](https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement)
👉 For full details on setting up **Two-Factor Authentication (2FA)** and **Passkey Authentication**:
[🔒 View Security Setup Guide](https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement)
For more assistance with OpenSign™ features or APIs, contact our support team at **[support@opensignlabs.com](mailto:support@opensignlabs.com)**.