From e093d7a5f47171cd370798ea0f23ee0a92244afe Mon Sep 17 00:00:00 2001 From: pravin Date: Tue, 4 Nov 2025 13:06:21 +0530 Subject: [PATCH] Update general.md updated the image on the general page --- docs/docs/help/User Menu/Console/general.md | 42 ++++++++++++++------- 1 file changed, 29 insertions(+), 13 deletions(-) diff --git a/docs/docs/help/User Menu/Console/general.md b/docs/docs/help/User Menu/Console/general.md index 35ef902b6..f62f736b0 100644 --- a/docs/docs/help/User Menu/Console/general.md +++ b/docs/docs/help/User Menu/Console/general.md @@ -3,40 +3,56 @@ sidebar_position: 2 title: General --- -# General +# General Settings -The **General** section in OpenSign includes essential settings that allow the admin to manage and control the overall configuration of the OpenSign platform. +The **General Settings** section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform. + +--- + +## 🚀 How to Access the General Settings Page + +1. Log in to your **OpenSign** account using an **Admin account**. +2. Click on your **profile menu** (top-right corner) and select **Console**. +3. From the **left sidebar**, choose **General**. + +You’ll now be on the **General Settings** page. + +> 🔒 **Note:** The **General Settings** page is available only to **Admin users**. Regular users will not see this option in their menu. --- ## Enabled Signature Types -Admins can define which signature types are available at the organization level. +Admins can define which signature types are available across the organization. -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. +All users under your account will only have access to the signature methods you enable here in their **Preferences**. Any disabled methods will be hidden from their options. **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. +If Adam, the admin of your organization, disables the **Typed** signature type in the **Manage Signature Types** section, 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. +However, Ursula can still enable or disable any of the remaining signature types for each document she creates. +When she sends a document to Sofia (a signer), Sofia will only be able to use the signature methods that Ursula selected during the document setup. -> **Note:** Managing **Signature Types** at the organization level is available only on the **Teams** plan. +> **Note:** Managing **Signature Types** at the organization level is available in the Teams and Enterprise plans. > 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) +General settings --- ## Allow Indexing of Public Profile -If this option is enabled, the user’s public profile will be indexed and appear in search results. +When this option is enabled, user's public profiles will be indexed by search engines and may appear in search results. --- ## Email Template Customization -This setting allows the admin to control whether users can create and manage their own email templates. +This setting determines whether team members 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. +- If **disabled**, users **cannot** create or modify custom templates for signature requests or completion notifications. +- If **enabled**, users can design and manage their own personalized email templates. + +--- + +Need help? [Join our Discord community](https://discord.com/invite/xe9TDuyAyj) for instant support.