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<title data-rh="true">General | 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/User Menu/Console/general"><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="General | OpenSign™"><meta data-rh="true" name="description" content="The General Settings section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform."><meta data-rh="true" property="og:description" content="The General Settings section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/general"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/general" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/general" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/category/user-menu"><span itemprop="name">User Menu</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/category/console"><span itemprop="name">Console</span></a><meta itemprop="position" content="2"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">General</span><meta itemprop="position" content="3"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><div class="row"><div class="col col--12 markdown"><header><h1>General Settings</h1></header>
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<p>The <strong>General Settings</strong> section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform.</p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-how-to-access-the-general-settings-page">🚀 How to Access the General Settings Page<a href="#-how-to-access-the-general-settings-page" class="hash-link" aria-label="Direct link to 🚀 How to Access the General Settings Page" title="Direct link to 🚀 How to Access the General Settings Page"></a></h2>
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<ol>
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<li>Log in to your <strong>OpenSign</strong> account using an <strong>Admin account</strong>.</li>
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<li>Click on your <strong>profile menu</strong> (top-right corner) and select <strong>Console</strong>.</li>
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<li>From the <strong>left sidebar</strong>, choose <strong>General</strong>.</li>
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</ol>
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<p>You’ll now be on the <strong>General Settings</strong> page.</p>
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<blockquote>
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<p>🔒 <strong>Note:</strong> The <strong>General Settings</strong> page is available only to <strong>Admin users</strong>. Regular users will not see this option in their menu.</p>
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</blockquote>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="enabled-signature-types">Enabled Signature Types<a href="#enabled-signature-types" class="hash-link" aria-label="Direct link to Enabled Signature Types" title="Direct link to Enabled Signature Types"></a></h2>
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<p>Admins can define which signature types are available across the organization.</p>
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<p>All users under your account will only have access to the signature methods you enable here in their <strong>Preferences</strong>. Any disabled methods will be hidden from their options.</p>
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<p><strong>Example:</strong><br>
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<!-- -->If Adam, the admin of your organization, disables the <strong>Typed</strong> signature type in the <strong>Manage Signature Types</strong> section, Ursula (a team member) will no longer see the <strong>Typed</strong> signature option in her preferences.</p>
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<p>However, Ursula can still enable or disable any of the remaining signature types for each document she creates.<br>
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<!-- -->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.</p>
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<blockquote>
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<p><strong>Note:</strong> Managing <strong>Signature Types</strong> at the organization level is available in the Teams and Enterprise plans.<br>
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<!-- -->This feature is not included in the <strong>Professional</strong> or <strong>Free</strong> plans.</p>
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</blockquote>
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<img width="918" alt="General settings" src="https://github.com/user-attachments/assets/60681095-6e53-4667-9f47-b3d4d38ab4b3">
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="allow-indexing-of-public-profile">Allow Indexing of Public Profile<a href="#allow-indexing-of-public-profile" class="hash-link" aria-label="Direct link to Allow Indexing of Public Profile" title="Direct link to Allow Indexing of Public Profile"></a></h2>
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<p>When this option is enabled, user's public profiles will be indexed by search engines and may appear in search results.</p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="email-template-customization">Email Template Customization<a href="#email-template-customization" class="hash-link" aria-label="Direct link to Email Template Customization" title="Direct link to Email Template Customization"></a></h2>
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<p>This setting determines whether team members can create and manage their own email templates.</p>
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<ul>
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<li>If <strong>Disabled</strong>: users <strong>cannot</strong> create or modify custom templates for signature requests or completion notifications.</li>
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<li>If <strong>Enabled</strong>: users can design and manage their own personalized email templates.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="enable-individual-user-smtp-settings">Enable Individual User SMTP Settings<a href="#enable-individual-user-smtp-settings" class="hash-link" aria-label="Direct link to Enable Individual User SMTP Settings" title="Direct link to Enable Individual User SMTP Settings"></a></h3>
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<p>This setting controls whether individual users are allowed to configure their own outgoing email servers (like connecting Gmail or using a custom SMTP).
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If <strong>Disabled</strong>: Users CANNOT connect Gmail or configure custom SMTP at their level.
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If <strong>Enabled</strong>: Users CAN connect Gmail or configure custom SMTP at their level.</p>
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<p>Note: If users do not configure their own settings, all outgoing emails will be sent using the organization-level SMTP (if configured), or the OpenSign default SMTP if not.</p>
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<hr>
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