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<title data-rh="true">Preferences | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Settings/Preferences"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Preferences | OpenSign™"><meta data-rh="true" name="description" content="The Preferences page in OpenSign™ 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."><meta data-rh="true" property="og:description" content="The Preferences page in OpenSign™ 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."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Settings/Preferences"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/Preferences" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/Preferences" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<p>The <strong>Preferences</strong> page in <strong>OpenSign™</strong> 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.</p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-steps-to-navigate-to-preferences">🚀 Steps to Navigate to Preferences<a href="#-steps-to-navigate-to-preferences" class="hash-link" aria-label="Direct link to 🚀 Steps to Navigate to Preferences" title="Direct link to 🚀 Steps to Navigate to Preferences"></a></h2>
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<p><strong>Step 1:</strong> Log in to your OpenSign account using valid credentials.</p>
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<p><strong>Step 2:</strong> Navigate to the <strong>Settings</strong> section and click on <strong>Preferences</strong>.</p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-signature-types-control">📌 Signature Types Control<a href="#-signature-types-control" class="hash-link" aria-label="Direct link to 📌 Signature Types Control" title="Direct link to 📌 Signature Types Control"></a></h2>
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<p>The <strong>Allowed Signature Types</strong> section defines which signature methods are available to signers:</p>
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<ul>
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<li>✅ <strong>Draw</strong>: Create a handwritten signature using a mouse, stylus, or finger.</li>
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<li>✅ <strong>Type</strong>: Type your name and apply it using pre-set font styles.</li>
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<li>✅ <strong>Upload</strong>: Upload a scanned or saved image of your signature.</li>
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<li>✅ <strong>Default</strong>: Use the default signature stored under <em>My Signature</em> in settings.</li>
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</ul>
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<p>⚙️ 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.</p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-multi-level-signature-type-control">🔄 Multi-Level Signature Type Control<a href="#-multi-level-signature-type-control" class="hash-link" aria-label="Direct link to 🔄 Multi-Level Signature Type Control" title="Direct link to 🔄 Multi-Level Signature Type Control"></a></h2>
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<p><strong>OpenSign™</strong> introduces flexible control over signature options at three levels:</p>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-organization-level">🏢 Organization-Level<a href="#-organization-level" class="hash-link" aria-label="Direct link to 🏢 Organization-Level" title="Direct link to 🏢 Organization-Level"></a></h3>
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<p>Admins can enforce company-wide signing policies by restricting available signature methods platform-wide.</p>
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<p><strong>Step 1:</strong> Open the profile menu and select <strong>Console Application</strong> to launch the console.</p>
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<p><strong>Step 2:</strong> Once the Console Application loads, navigate to the <strong>General</strong> menu. Here, admins can configure the allowed signature types at the organization level.</p>
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<p>All users created under your account will only see the signing methods you enable here in their <strong>Preferences</strong>. They will be restricted from using any methods you don't select.</p>
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<p><strong>Example:</strong><br>
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<!-- -->Adam, the administrator of your company account, disables the <strong>Typed</strong> signature option in the <strong>Manage Signature Types</strong> settings. As a result, Ursula, a team member, will no longer see the <strong>Typed</strong> signature option in her preferences.</p>
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<p>Ursula can enable or disable any of the remaining three signature methods for each document she creates.</p>
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<p>When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process.</p>
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<p><strong>Note:</strong> Managing <strong>Signature Types</strong> at the organization level is only available on the <strong>Teams</strong> plan. This feature is not included in the <strong>Professional</strong> or <strong>Free</strong> plans.</p>
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<p><img decoding="async" loading="lazy" src="https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7" alt="Signature type setup console" class="img_ev3q"></p>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-user-level">👤 User-Level<a href="#-user-level" class="hash-link" aria-label="Direct link to 👤 User-Level" title="Direct link to 👤 User-Level"></a></h3>
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<p>Navigate to <strong>Settings > Preferences</strong> to configure user-level signature types.</p>
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<p>If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation.</p>
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<img width="861" height="480" alt="signatures" src="https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2">
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-document-level">📄 Document-Level<a href="#-document-level" class="hash-link" aria-label="Direct link to 📄 Document-Level" title="Direct link to 📄 Document-Level"></a></h3>
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<p>While creating a document, users can specify allowed signature types.</p>
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<p>Only these will be available to the signer—useful for legal or regulatory requirements.</p>
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<p><img decoding="async" loading="lazy" src="https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238" alt="Signature type setup signature widget" class="img_ev3q"></p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-notify-on-signatures">🔔 Notify on Signatures<a href="#-notify-on-signatures" class="hash-link" aria-label="Direct link to 🔔 Notify on Signatures" title="Direct link to 🔔 Notify on Signatures"></a></h2>
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<p>The document owner can choose to receive email notifications when a document is signed.</p>
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<ul>
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<li><strong>Yes</strong> – Get notified each time a signer completes their part.</li>
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<li><strong>No</strong> – Turn off real-time signature notifications.</li>
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</ul>
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<p>This setting can be adjusted while creating a document or template.</p>
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<p>Regardless of this preference, a <strong>final completion email</strong>—including the signed document and completion certificate—is <strong>always sent</strong> to both the document owner and all signers.</p>
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<p><strong>Note:</strong> Notify on Signatures feature is only available on the <strong>Professional</strong> and higher plans—it is not included in the <strong>Free</strong> plan.</p>
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<p><img decoding="async" loading="lazy" src="https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3" alt="Preferences setup" class="img_ev3q"></p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-send-in-order">📬 Send in Order<a href="#-send-in-order" class="hash-link" aria-label="Direct link to 📬 Send in Order" title="Direct link to 📬 Send in Order"></a></h2>
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<p>Decide whether the document should be signed <strong>sequentially</strong> or <strong>simultaneously</strong> by multiple signers.</p>
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<ul>
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<li><strong>Yes</strong> – Signers receive the document in a set order. The next signer gains access only after the previous one completes signing.</li>
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<li><strong>No</strong> – All signers receive the document at once and can sign independently.</li>
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</ul>
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<blockquote>
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<p>Users can change this option while creating the document or a template.</p>
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</blockquote>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-enable-tour">🚫 Enable Tour<a href="#-enable-tour" class="hash-link" aria-label="Direct link to 🚫 Enable Tour" title="Direct link to 🚫 Enable Tour"></a></h2>
|
||
<p>The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:</p>
|
||
<ul>
|
||
<li><strong>Yes</strong> – Show onboarding tips. Enables guided tooltips for the signer during the signing process.</li>
|
||
<li><strong>No</strong> – Disable tour prompts <em>(recommended for experienced users)</em>. Speeds up the signing experience.</li>
|
||
</ul>
|
||
<blockquote>
|
||
<p>Users can change this option while creating the document or a template.</p>
|
||
</blockquote>
|
||
<p>💡 <strong>Tip</strong>: Disable if your users are already familiar with OpenSign™.</p>
|
||
<hr>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-custom-smtp-configuration-in-opensign">📧 Custom SMTP Configuration in OpenSign<a href="#-custom-smtp-configuration-in-opensign" class="hash-link" aria-label="Direct link to 📧 Custom SMTP Configuration in OpenSign" title="Direct link to 📧 Custom SMTP Configuration in OpenSign"></a></h3>
|
||
<p>OpenSign allows users to <strong>send emails using their own SMTP settings</strong>, including Gmail integration or third-party SMTP providers.<br>
|
||
<!-- -->OpenSign now supports SMTP configuration at both the <strong>organization level</strong> and the <strong>individual user level</strong>.</p>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-smtp-at-the-user-level">👤 SMTP at the User Level<a href="#-smtp-at-the-user-level" class="hash-link" aria-label="Direct link to 👤 SMTP at the User Level" title="Direct link to 👤 SMTP at the User Level"></a></h2>
|
||
<p>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 <strong>enabled individual SMTP customization</strong> under Console → General.</p>
|
||
<p>Use this option if you prefer sending emails directly from your own email address.</p>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="to-set-up-and-enable-user-level-smtp">To set up and enable user-level SMTP:<a href="#to-set-up-and-enable-user-level-smtp" class="hash-link" aria-label="Direct link to To set up and enable user-level SMTP:" title="Direct link to To set up and enable user-level SMTP:"></a></h3>
|
||
<ol>
|
||
<li>Go to <strong>Settings</strong></li>
|
||
<li>Select <strong>Preferences</strong></li>
|
||
<li>Choose one of the available SMTP options.</li>
|
||
</ol>
|
||
<p>Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP.</p>
|
||
<img width="861" height="409" alt="smtp at user level" src="https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192">
|
||
<hr>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-connect-to-gmail">🔗 Connect to Gmail<a href="#-connect-to-gmail" class="hash-link" aria-label="Direct link to 🔗 Connect to Gmail" title="Direct link to 🔗 Connect to Gmail"></a></h3>
|
||
<p>Send request-signature emails directly from your <strong>Gmail account</strong>.</p>
|
||
<ul>
|
||
<li>Click <strong>Connect to Gmail</strong></li>
|
||
<li>A popup will appear prompting you to sign in</li>
|
||
<li>Grant the required access permissions</li>
|
||
<li>Once authorized, OpenSign will send emails using your Gmail account</li>
|
||
</ul>
|
||
<hr>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="️-custom-smtp">⚙️ Custom SMTP<a href="#️-custom-smtp" class="hash-link" aria-label="Direct link to ⚙️ Custom SMTP" title="Direct link to ⚙️ Custom SMTP"></a></h3>
|
||
<p>Configure any third-party SMTP provider such as SMTP2GO or Mailgun.</p>
|
||
<ul>
|
||
<li>Click <strong>Custom SMTP</strong></li>
|
||
<li>A popup will appear asking for your SMTP details:<!-- -->
|
||
<ul>
|
||
<li><strong>Host:</strong> SMTP server host (e.g., <code>mail.smtp2go.com</code>)</li>
|
||
<li><strong>Port:</strong> SMTP port (e.g., <code>2525</code>)</li>
|
||
<li><strong>Sender Email:</strong> Email address configured in your SMTP account</li>
|
||
<li><strong>Username:</strong> SMTP username</li>
|
||
<li><strong>Password:</strong> SMTP password</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<img width="820" alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089">
|
||
<hr>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-opensign-default-smtp">📤 OpenSign™ Default SMTP<a href="#-opensign-default-smtp" class="hash-link" aria-label="Direct link to 📤 OpenSign™ Default SMTP" title="Direct link to 📤 OpenSign™ Default SMTP"></a></h3>
|
||
<p>If selected, all request-signature and completion emails will be sent using OpenSign’s built-in SMTP server.</p>
|
||
<hr>
|
||
<p>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.</p>
|
||
<hr>
|
||
<blockquote>
|
||
<p>⚠️ <strong>Notes:</strong></p>
|
||
<ul>
|
||
<li>A green checkmark indicates the <strong>active SMTP option</strong>.</li>
|
||
<li>Only one SMTP option can be active at a time.</li>
|
||
<li>User-level SMTP is available only when permitted by the admin.</li>
|
||
<li>Some SMTP features are limited to <strong>Paid plans</strong>.</li>
|
||
</ul>
|
||
</blockquote>
|
||
<hr>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-timezone--date-format">🧭 Timezone & Date Format<a href="#-timezone--date-format" class="hash-link" aria-label="Direct link to 🧭 Timezone & Date Format" title="Direct link to 🧭 Timezone & Date Format"></a></h2>
|
||
<p>Customize the <strong>Timezone</strong> and <strong>Date Format</strong> according to your regional preferences.<br>
|
||
<!-- -->These settings are reflected in:</p>
|
||
<ul>
|
||
<li>Document Completion Certificates</li>
|
||
<li>Signing Logs</li>
|
||
<li>Webhooks</li>
|
||
</ul>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-date-format">📅 Date Format<a href="#-date-format" class="hash-link" aria-label="Direct link to 📅 Date Format" title="Direct link to 📅 Date Format"></a></h3>
|
||
<ul>
|
||
<li>The selected date format will be applied by default to the date widget if no specific format is chosen during document creation.</li>
|
||
<li>This default format also applies in all API flows.</li>
|
||
</ul>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-time-format">🕒 Time Format<a href="#-time-format" class="hash-link" aria-label="Direct link to 🕒 Time Format" title="Direct link to 🕒 Time Format"></a></h3>
|
||
<ul>
|
||
<li>Supports <strong>12-hour</strong> and <strong>24-hour</strong> formats.</li>
|
||
<li>Affects timestamps in certificates, logs, and webhooks.</li>
|
||
</ul>
|
||
<img width="820" alt="Time zone" src="https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064">
|
||
<hr>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-ltv-enabled-signatures">🧪 LTV-Enabled Signatures<a href="#-ltv-enabled-signatures" class="hash-link" aria-label="Direct link to 🧪 LTV-Enabled Signatures" title="Direct link to 🧪 LTV-Enabled Signatures"></a></h2>
|
||
<p><strong>LTV (Long-Term Validation)</strong> ensures that signatures remain valid and verifiable even after certificates expire or are revoked.</p>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-key-features">🔐 Key Features:<a href="#-key-features" class="hash-link" aria-label="Direct link to 🔐 Key Features:" title="Direct link to 🔐 Key Features:"></a></h3>
|
||
<ul>
|
||
<li>Embeds certificate chain</li>
|
||
<li>Includes CRLs and OCSP responses</li>
|
||
<li>Enables offline verification</li>
|
||
<li>Complies with PDF standards like <strong>PAdES</strong></li>
|
||
</ul>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-why-it-matters">📌 Why It Matters:<a href="#-why-it-matters" class="hash-link" aria-label="Direct link to 📌 Why It Matters:" title="Direct link to 📌 Why It Matters:"></a></h3>
|
||
<p>Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable.</p>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-use-cases">✅ Use Cases:<a href="#-use-cases" class="hash-link" aria-label="Direct link to ✅ Use Cases:" title="Direct link to ✅ Use Cases:"></a></h3>
|
||
<ul>
|
||
<li>Legal Contracts</li>
|
||
<li>Financial or Medical Records</li>
|
||
<li>Long-term archiving requirements</li>
|
||
</ul>
|
||
<hr>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="merge-certificate-to-pdf"><strong>Merge Certificate to PDF</strong><a href="#merge-certificate-to-pdf" class="hash-link" aria-label="Direct link to merge-certificate-to-pdf" title="Direct link to merge-certificate-to-pdf"></a></h3>
|
||
<p>You can access this option by navigating to <strong>Settings → Preferences</strong>.</p>
|
||
<p><strong>Yes:</strong> Selecting <strong>Yes</strong> will attach the completion certificate directly to the signed document, creating a single combined PDF file.<br>
|
||
<!-- -->Please note that once merged, the certificate cannot be separated from the main document.</p>
|
||
<p><strong>No:</strong> Selecting <strong>No</strong> will keep the completion certificate as a separate PDF file, which will be downloaded along with the signed document.</p>
|
||
<blockquote>
|
||
<p><strong>Note:</strong> This feature is available only in the <strong>paid plans</strong> of OpenSign.</p>
|
||
</blockquote>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-multi-level-custom-email-templates"> |