Skip to content

Commit 07b14a0

Browse files
Merge pull request #1890 from pravinOpenSign/patch-33
Update Preferences.md
2 parents 73ae7b1 + aa7326a commit 07b14a0

1 file changed

Lines changed: 52 additions & 2 deletions

File tree

docs/docs/help/Settings/Preferences.md

Lines changed: 52 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -61,7 +61,7 @@ Navigate to **Settings > Preferences** to configure user-level signature types.
6161

6262
If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation.
6363

64-
![Signature type setup preferences](https://github.com/user-attachments/assets/ae413b24-fe53-4aa9-9242-624574f1d7b3)
64+
<img width="861" height="480" alt="signatures" src="https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2" />
6565

6666
### 📄 Document-Level
6767

@@ -113,7 +113,57 @@ The tour feature provides guidance for first-time users. You can turn this off f
113113
💡 **Tip**: Disable if your users are already familiar with OpenSign™.
114114

115115
---
116+
### 📧 Custom SMTP Configuration in OpenSign
116117

118+
OpenSign allows users to **send emails using their own SMTP configuration**. This includes options to connect with Gmail or use third-party SMTP providers.
119+
120+
To set up and enable custom SMTP:
121+
122+
1. Navigate to the **Settings** menu.
123+
2. Click on **Preferences**.
124+
3. Choose one of the available SMTP options below:
125+
126+
---
127+
128+
#### 🔗 Connect to Gmail
129+
130+
OpenSign allows you to send request signature emails directly from your **Gmail account**.
131+
132+
- Click the **Connect to Gmail** button.
133+
- A popup will appear prompting you to log in to your Gmail account.
134+
- Grant the required permissions.
135+
- Once authorized, your OpenSign account will be connected and ready to send emails using your Gmail.
136+
137+
---
138+
139+
#### ⚙️ Custom SMTP
140+
141+
You can also configure a **custom SMTP provider** such as SMTP2GO, Mailgun, etc.
142+
143+
- Click the **Custom SMTP** button.
144+
- A popup will appear asking for your SMTP credentials:
145+
- **Host:** SMTP host address (e.g., `mail.smtp2go.com`)
146+
- **Port:** SMTP port (e.g., `2525`)
147+
- **Sender Email:** Email address configured in your SMTP account
148+
- **Username:** SMTP username (can be the same as the sender email)
149+
- **Password:** SMTP password
150+
151+
<img width="820" alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"></img>
152+
153+
---
154+
155+
#### 📤 OpenSign™ Default SMTP
156+
157+
If you choose the **default SMTP**, all request signature emails will be sent via OpenSign’s built-in SMTP server.
158+
159+
---
160+
161+
> ⚠️ **Note:**
162+
> - A green checkmark next to an option indicates the **currently active SMTP**.
163+
> - **Only one SMTP option can be active at a time.**
164+
> - This feature is available only on paid plans.
165+
166+
---
117167
## 🧭 Timezone & Date Format
118168

119169
Customize the **Timezone** and **Date Format** according to your regional preferences.
@@ -133,7 +183,7 @@ These settings are reflected in:
133183
- Supports **12-hour** and **24-hour** formats.
134184
- Affects timestamps in certificates, logs, and webhooks.
135185

136-
![Preferences setup](https://github.com/user-attachments/assets/5bb9ad1a-f3c7-4b6e-9469-1bb003e1eec0)
186+
<img width="820" alt="Time zone" src="https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"></img>
137187

138188
---
139189

0 commit comments

Comments
 (0)