OpenSign/assets/js/4acb0154.a22ebdb5.js

"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[791],{48337(e,n,s){s.r(n),s.d(n,{assets:()=>a,contentTitle:()=>o,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/User Menu/Console/general","title":"General","description":"The General Settings section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform.","source":"@site/docs/help/User Menu/Console/general.md","sourceDirName":"help/User Menu/Console","slug":"/help/User Menu/Console/general","permalink":"/docs/help/User Menu/Console/general","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Console/general.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"General"},"sidebar":"tutorialSidebar","previous":{"title":"Analytics","permalink":"/docs/help/User Menu/Console/analystics"},"next":{"title":"Branding","permalink":"/docs/help/User Menu/Console/branding"}}');var t=s(74848),r=s(28453);const l={sidebar_position:2,title:"General"},o="General Settings",a={},d=[{value:"\ud83d\ude80 How to Access the General Settings Page",id:"-how-to-access-the-general-settings-page",level:2},{value:"Enabled Signature Types",id:"enabled-signature-types",level:2},{value:"Allow Indexing of Public Profile",id:"allow-indexing-of-public-profile",level:2},{value:"Email Template Customization",id:"email-template-customization",level:2},{value:"Enable Individual User SMTP Settings",id:"enable-individual-user-smtp-settings",level:3}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",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:"general-settings",children:"General Settings"})}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"General Settings"})," section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-how-to-access-the-general-settings-page",children:"\ud83d\ude80 How to Access the General Settings Page"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Log in to your ",(0,t.jsx)(n.strong,{children:"OpenSign"})," account using an ",(0,t.jsx)(n.strong,{children:"Admin account"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["Click on your ",(0,t.jsx)(n.strong,{children:"profile menu"})," (top-right corner) and select ",(0,t.jsx)(n.strong,{children:"Console"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["From the ",(0,t.jsx)(n.strong,{children:"left sidebar"}),", choose ",(0,t.jsx)(n.strong,{children:"General"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["You\u2019ll now be on the ",(0,t.jsx)(n.strong,{children:"General Settings"})," page."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\ud83d\udd12 ",(0,t.jsx)(n.strong,{children:"Note:"})," The ",(0,t.jsx)(n.strong,{children:"General Settings"})," page is available only to ",(0,t.jsx)(n.strong,{children:"Admin users"}),". Regular users will not see this option in their menu."]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"enabled-signature-types",children:"Enabled Signature Types"}),"\n",(0,t.jsx)(n.p,{children:"Admins can define which signature types are available across the organization."}),"\n",(0,t.jsxs)(n.p,{children:["All users under your account will only have access to the signature methods you enable here in their ",(0,t.jsx)(n.strong,{children:"Preferences"}),". Any disabled methods will be hidden from their options."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","If Adam, the admin of your organization, disables the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature type in the ",(0,t.jsx)(n.strong,{children:"Manage Signature Types"})," section, Ursula (a team member) will no longer see the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,t.jsxs)(n.p,{children:["However, Ursula can still enable or disable any of the remaining signature types for each document she creates.",(0,t.jsx)(n.br,{}),"\n","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."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\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 available in the Teams and Enterprise plans.",(0,t.jsx)(n.br,{}),"\n","This feature is not included in the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"918",alt:"General settings",src:"https://github.com/user-attachments/assets/60681095-6e53-4667-9f47-b3d4d38ab4b3"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"allow-indexing-of-public-profile",children:"Allow Indexing of Public Profile"}),"\n",(0,t.jsx)(n.p,{children:"When this option is enabled, user's public profiles will be indexed by search engines and may appear in search results."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"email-template-customization",children:"Email Template Customization"}),"\n",(0,t.jsx)(n.p,{children:"This setting determines whether team members can create and manage their own email templates."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["If ",(0,t.jsx)(n.strong,{children:"Disabled"}),": users ",(0,t.jsx)(n.strong,{children:"cannot"})," create or modify custom templates for signature requests or completion notifications."]}),"\n",(0,t.jsxs)(n.li,{children:["If ",(0,t.jsx)(n.strong,{children:"Enabled"}),": users can design and manage their own personalized email templates."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"enable-individual-user-smtp-settings",children:"Enable Individual User SMTP Settings"}),"\n",(0,t.jsxs)(n.p,{children:["This setting controls whether individual users are allowed to configure their own outgoing email servers (like connecting Gmail or using a custom SMTP).\nIf ",(0,t.jsx)(n.strong,{children:"Disabled"}),": Users CANNOT connect Gmail or configure custom SMTP at their level.\nIf ",(0,t.jsx)(n.strong,{children:"Enabled"}),": Users CAN connect Gmail or configure custom SMTP at their level."]}),"\n",(0,t.jsx)(n.p,{children:"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."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.p,{children:["Need help? ",(0,t.jsx)(n.a,{href:"https://discord.com/invite/xe9TDuyAyj",children:"Join our Discord community"})," for instant support."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(c,{...e})}):c(e)}}}]);