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href="/docs/category/settings"><span>Settings</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Preferences</span></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>🔧 Preferences</h1></header>
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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 anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 class="">✅ <strong>Draw</strong>: Create a handwritten signature using a mouse, stylus, or finger.</li>
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<li class="">✅ <strong>Type</strong>: Type your name and apply it using pre-set font styles.</li>
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<li class="">✅ <strong>Upload</strong>: Upload a scanned or saved image of your signature.</li>
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<li class="">✅ <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 anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 alt="signatures" src="https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2">
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 class=""><strong>Yes</strong> – Get notified each time a signer completes their part.</li>
|
||
<li class=""><strong>No</strong> – Turn off real-time signature notifications.</li>
|
||
</ul>
|
||
<p>This setting can be adjusted while creating a document or template.</p>
|
||
<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>
|
||
<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>
|
||
<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>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h2>
|
||
<p>Decide whether the document should be signed <strong>sequentially</strong> or <strong>simultaneously</strong> by multiple signers.</p>
|
||
<ul>
|
||
<li class=""><strong>Yes</strong> – Signers receive the document in a set order. The next signer gains access only after the previous one completes signing.</li>
|
||
<li class=""><strong>No</strong> – All signers receive the document at once and can sign independently.</li>
|
||
</ul>
|
||
<blockquote>
|
||
<p>Users can change this option while creating the document or a template.</p>
|
||
</blockquote>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 class=""><strong>Yes</strong> – Show onboarding tips. Enables guided tooltips for the signer during the signing process.</li>
|
||
<li class=""><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 anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h3>
|
||
<p>OpenSign allows users to <strong>send emails using their own SMTP settings</strong>, including Gmail integration and third-party SMTP providers.</p>
|
||
<p>OpenSign now supports SMTP configuration at both the <strong>organization level</strong> and the <strong>individual user level</strong>.</p>
|
||
<p>To set up SMTP at the organization level, refer to the guide here:<br>
|
||
<a href="https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP" target="_blank" rel="noopener noreferrer" class="">https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP</a></p>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 anchorTargetStickyNavbar_Vzrq" 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:" translate="no"></a></h3>
|
||
<ol>
|
||
<li class="">Go to <strong>Settings</strong></li>
|
||
<li class="">Select <strong>Preferences</strong></li>
|
||
<li class="">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 alt="smtp at user level" src="https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192">
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h3>
|
||
<p>Send request-signature emails directly from your <strong>Gmail account</strong>.</p>
|
||
<ul>
|
||
<li class="">Click <strong>Connect to Gmail</strong></li>
|
||
<li class="">A popup will appear prompting you to sign in</li>
|
||
<li class="">Grant the required access permissions</li>
|
||
<li class="">Once authorized, OpenSign will send emails using your Gmail account</li>
|
||
</ul>
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h3>
|
||
<p>Configure any third-party SMTP provider such as SMTP2GO or Mailgun.</p>
|
||
<ul>
|
||
<li class="">Click <strong>Custom SMTP</strong></li>
|
||
<li class="">A popup will appear asking for your SMTP details:<!-- -->
|
||
<ul>
|
||
<li class=""><strong>Host:</strong> SMTP server host (e.g., <code>mail.smtp2go.com</code>)</li>
|
||
<li class=""><strong>Port:</strong> SMTP port (e.g., <code>2525</code>)</li>
|
||
<li class=""><strong>Sender Email:</strong> Email address configured in your SMTP account</li>
|
||
<li class=""><strong>Username:</strong> SMTP username</li>
|
||
<li class=""><strong>Password:</strong> SMTP password</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<img alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089">
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 class="">A green checkmark indicates the <strong>active SMTP option</strong>.</li>
|
||
<li class="">Only one SMTP option can be active at a time.</li>
|
||
<li class="">User-level SMTP is available only when permitted by the admin.</li>
|
||
<li class="">Some SMTP features are limited to <strong>Paid plans</strong>.</li>
|
||
</ul>
|
||
</blockquote>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 class="">Document Completion Certificates</li>
|
||
<li class="">Signing Logs</li>
|
||
<li class="">Webhooks</li>
|
||
</ul>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h3>
|
||
<ul>
|
||
<li class="">The selected date format will be applied by default to the date widget if no specific format is chosen during document creation.</li>
|
||
<li class="">This default format also applies in all API flows.</li>
|
||
</ul>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h3>
|
||
<ul>
|
||
<li class="">Supports <strong>12-hour</strong> and <strong>24-hour</strong> formats.</li>
|
||
<li class="">Affects timestamps in certificates, logs, and webhooks.</li>
|
||
</ul>
|
||
<img alt="Time zone" src="https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064">
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 anchorTargetStickyNavbar_Vzrq" 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:" translate="no"></a></h3>
|
||
<ul>
|
||
<li class="">Embeds certificate chain</li>
|
||
<li class="">Includes CRLs and OCSP responses</li>
|
||
<li class="">Enables offline verification</li>
|
||
<li class="">Complies with PDF standards like <strong>PAdES</strong></li>
|
||
</ul>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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:" translate="no"></a></h3>
|
||
<p>Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable.</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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:" translate="no"></a></h3>
|
||
<ul>
|
||
<li class="">Legal Contracts</li>
|
||
<li class="">Financial or Medical Records</li>
|
||
<li class="">Long-term archiving requirements</li>
|
||
</ul>
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></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 anchorTargetStickyNavbar_Vzrq" id="widgets">Widgets<a href="#widgets" class="hash-link" aria-label="Direct link to Widgets" title="Direct link to Widgets" translate="no"></a></h2>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="date-widget-setting">Date Widget Setting<a href="#date-widget-setting" class="hash-link" aria-label="Direct link to Date Widget Setting" title="Direct link to Date Widget Setting" translate="no"></a></h3>
|
||
<p>Date Widget Preferences allow you to configure the default behavior of Date widgets across documents and templates. These settings are automatically applied whenever you add a new Date widget. You can still customize individual Date widgets later using the widget settings (gear icon).</p>
|
||
<ul>
|
||
<li class=""><strong>Format</strong>: Select the default date format that will be used for all Date widgets.</li>
|
||
<li class=""><strong>Default Date</strong>: Set a predefined date that will automatically appear in the Date widget.</li>
|
||
<li class=""><strong>Signing Date</strong>: When enabled, the Date widget automatically captures the date on which the signer signs the document.</li>
|
||
<li class=""><strong>Read Only</strong>: When enabled, the Date widget becomes non-editable for the signer.<!-- -->
|
||
<img alt="image" src="https://github.com/user-attachments/assets/4be15ebd-4965-4dff-add6-94e8451461ce">
|
||
</li>
|
||
</ul>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-multi-level-custom-email-templates">🔄 Multi-Level Custom Email Templates<a href="#-multi-level-custom-email-templates" class="hash-link" aria-label="Direct link to 🔄 Multi-Level Custom Email Templates" title="Direct link to 🔄 Multi-Level Custom Email Templates" translate="no"></a></h2>
|
||
<p><strong>OpenSign™</strong> offers flexible control over email templates at two different levels:</p>
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="-organization-level-1">🏢 Organization Level<a href="#-organization-level-1" class="hash-link" aria-label="Direct link to 🏢 Organization Level" title="Direct link to 🏢 Organization Level" translate="no"></a></h3>
|
||
<p>Admins can manage and enforce standardized email templates across the entire platform.</p>
|
||
<p><strong>Step 1:</strong> Open the profile menu and select <strong>Console Application</strong> to access the admin console.<br>
|
||
<strong>Step 2:</strong> Once the Console Application opens, go to the <strong>Mail</strong> section. Here, administrators can configure email templates at the organization level.</p>
|
||
<p>All users created under your organization will automatically use these templates for sending request-signature and document completion emails <strong>unless</strong> they have permission to create templates at the individual level or have customized their own templates.</p>
|
||
<p><strong>Example:</strong><br>
|
||
<!-- -->Adam, the administrator of your company account, disables the <strong>Allow email template customization for users individually</strong> setting under <strong>Console → General</strong>. As a result, Ursula, a team member, cannot create or modify her own email templates.</p>
|
||
<p>When Ursula sends a document to Sofia for signing, Sofia will receive the organization-level email template.<br>
|
||
<!-- -->If Adam enables <strong>Allow email template customization for users individually</strong> but Ursula does not set up her own template, the signers will still receive emails based on the organization-level template.</p>
|
||
<p><strong>Note:</strong> Organization-level email management is available only on <strong>Paid</strong> plans. This feature is <strong>not</strong> included in <strong>Free</strong> plans.</p>
|
||
<img alt="Email_templates" src="https://github.com/user-attachments/assets/0b15e356-cfba-46d5-9e97-c73d32b879f4">
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="-user-level-1">👤 User Level<a href="#-user-level-1" class="hash-link" aria-label="Direct link to 👤 User Level" title="Direct link to 👤 User Level" translate="no"></a></h3>
|
||
<p>Users can configure their own email templates by navigating to <strong>Settings → Preferences</strong>.</p>
|
||
<p>If a user sets up templates here, those templates will be used for sending request-signature emails and document-completion emails.</p>
|
||
<img alt="signatures" src="https://github.com/user-attachments/assets/dda05d4f-aa43-435d-bdb2-e68dca6f2b00">
|
||
<p><strong>Note:</strong> Customize email management is only available on <strong>Paid</strong> plans. This feature is not included in <strong>Free</strong> plans.</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="how-request-signature-and-completion-email-templates-work">How Request-Signature and Completion Email Templates Work<a href="#how-request-signature-and-completion-email-templates-work" class="hash-link" aria-label="Direct link to How Request-Signature and Completion Email Templates Work" title="Direct link to How Request-Signature and Completion Email Templates Work" translate="no"></a></h3>
|
||
<ul>
|
||
<li class="">
|
||
<p>If the admin enables <strong>Allow email template customization for users individually</strong> and the user sets up their own custom templates, then both <strong>request-signature emails</strong> and <strong>completion emails</strong> will be sent using the <strong>user-level templates</strong>.</p>
|
||
</li>
|
||
<li class="">
|
||
<p>If the user does <strong>not</strong> set up custom templates, and the admin has also <strong>not</strong> configured templates at the organization level, then the <strong>default OpenSign templates</strong> will be used.</p>
|
||
</li>
|
||
</ul>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-security">🔒 Security<a href="#-security" class="hash-link" aria-label="Direct link to 🔒 Security" title="Direct link to 🔒 Security" translate="no"></a></h2>
|
||
<p>The <strong>Security</strong> tab in OpenSign (found under <strong>Settings > Preferences > Security</strong>) allows users to manage key authentication methods to protect their account access.</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="-features-available">🧩 Features Available:<a href="#-features-available" class="hash-link" aria-label="Direct link to 🧩 Features Available:" title="Direct link to 🧩 Features Available:" translate="no"></a></h3>
|
||
<h4 class="anchor anchorTargetStickyNavbar_Vzrq" id="-two-factor-authentication-2fa">✅ Two-Factor Authentication (2FA)<a href="#-two-factor-authentication-2fa" class="hash-link" aria-label="Direct link to ✅ Two-Factor Authentication (2FA)" title="Direct link to ✅ Two-Factor Authentication (2FA)" translate="no"></a></h4>
|
||
<p>Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in.</p>
|
||
<h4 class="anchor anchorTargetStickyNavbar_Vzrq" id="️-passkey-authentication">🛡️ Passkey Authentication<a href="#️-passkey-authentication" class="hash-link" aria-label="Direct link to 🛡️ Passkey Authentication" title="Direct link to 🛡️ Passkey Authentication" translate="no"></a></h4>
|
||
<p>Passkeys offer a <strong>passwordless</strong>, <strong>phishing-resistant</strong> login experience using your device’s built-in security features such as fingerprint, Face ID, or PIN.</p>
|
||
<p>👉 For full details on setting up <strong>Two-Factor Authentication (2FA)</strong> and <strong>Passkey Authentication</strong>:<br>
|
||
<a href="https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement" target="_blank" rel="noopener noreferrer" class="">🔒 View Security Setup Guide</a></p>
|
||
<p>For more assistance with OpenSign™ features or APIs, contact our support team at <strong><a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer" class="">support@opensignlabs.com</a></strong>.</p></div></div></div><div class="row"><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col noPrint_WFHX"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Preferences.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></div></div></article><div class="row"><div class="col col--12"><nav class="docusaurus-mt-lg pagination-nav" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/help/Settings/Webhook"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Webhook</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/help/Settings/Teams"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Manage Teams</div></a></nav></div></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#-steps-to-navigate-to-preferences" class="table-of-contents__link toc-highlight">🚀 Steps to Navigate to Preferences</a></li><li><a href="#-signature-types-control" class="table-of-contents__link toc-highlight">📌 Signature Types Control</a></li><li><a href="#-multi-level-signature-type-control" class="table-of-contents__link toc-highlight">🔄 Multi-Level Signature Type Control</a><ul><li><a href="#-organization-level" class="table-of-contents__link toc-highlight">🏢 Organization-Level</a></li><li><a href="#-user-level" class="table-of-contents__link toc-highlight">👤 User-Level</a></li><li><a href="#-document-level" class="table-of-contents__link toc-highlight">📄 Document-Level</a></li></ul></li><li><a href="#-notify-on-signatures" class="table-of-contents__link toc-highlight">🔔 Notify on Signatures</a></li><li><a href="#-send-in-order" class="table-of-contents__link toc-highlight">📬 Send in Order</a></li><li><a href="#-enable-tour" class="table-of-contents__link toc-highlight">🚫 Enable Tour</a><ul><li><a href="#-custom-smtp-configuration-in-opensign" class="table-of-contents__link toc-highlight">📧 Custom SMTP Configuration in OpenSign</a></li></ul></li><li><a href="#-smtp-at-the-user-level" class="table-of-contents__link toc-highlight">👤 SMTP at the User Level</a><ul><li><a href="#to-set-up-and-enable-user-level-smtp" class="table-of-contents__link toc-highlight">To set up and enable user-level SMTP:</a></li><li><a href="#-connect-to-gmail" class="table-of-contents__link toc-highlight">🔗 Connect to Gmail</a></li><li><a href="#️-custom-smtp" class="table-of-contents__link toc-highlight">⚙️ Custom SMTP</a></li><li><a href="#-opensign-default-smtp" class="table-of-contents__link toc-highlight">📤 OpenSign™ Default SMTP</a></li></ul></li><li><a href="#-timezone--date-format" class="table-of-contents__link toc-highlight">🧭 Timezone & Date Format</a><ul><li><a href="#-date-format" class="table-of-contents__link toc-highlight">📅 Date Format</a></li><li><a href="#-time-format" class="table-of-contents__link toc-highlight">🕒 Time Format</a></li></ul></li><li><a href="#-ltv-enabled-signatures" class="table-of-contents__link toc-highlight">🧪 LTV-Enabled Signatures</a><ul><li><a href="#-key-features" class="table-of-contents__link toc-highlight">🔐 Key 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class="table-of-contents__link toc-highlight">How Request-Signature and Completion Email Templates Work</a></li></ul></li><li><a href="#-security" class="table-of-contents__link toc-highlight">🔒 Security</a><ul><li><a href="#-features-available" class="table-of-contents__link toc-highlight">🧩 Features Available:</a></li></ul></li></ul></div></div></div></div></main></div></div></div><footer class="theme-layout-footer footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/help/intro">Help</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/API-docs/v1.1">APIs</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/contribute/intro">Contribute</a></li><li class="footer__item"><a class="footer__link-item" 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