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Update Preferences.md
updated the preferences help text for smtp
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docs/docs/help/Settings/Preferences.md

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@@ -118,33 +118,24 @@ The tour feature provides guidance for first-time users. You can turn this off f
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OpenSign allows users to **send emails using their own SMTP settings**, including Gmail integration or third-party SMTP providers.
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OpenSign now supports SMTP configuration at both the **organization level** and the **individual user level**.
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## 🏢 SMTP at the Organization Level
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Configure SMTP at the organization level to send all outgoing emails—such as request-signature and completion emails—using a company-configured SMTP server.
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When enabled, these settings apply to all users **unless individual SMTP customization is allowed and set up by the user**.
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### How to Set Up SMTP at the Organization Level
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Admins can manage and enforce SMTP settings across the entire platform.
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**Step 1:** Open the profile menu and select **Console Application** to access the admin console.
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**Step 2:** In the Console, navigate to the **Global SMTP** section and configure your SMTP settings.
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## 👤 SMTP at the User Level
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All users under your organization will automatically use the organization-level SMTP **unless** they are allowed to configure their own SMTP settings.
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Users can configure their own SMTP settings to send request-signature and completion emails using their personal mailbox.
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These user-level settings will override the organization-level SMTP only if the admin has **enabled individual SMTP customization** under Console → General.
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<img width="861" height="409" alt="Global SMTP" src="https://github.com/user-attachments/assets/fe9dc091-59dd-47f9-992a-811cecaac2f3" />
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Use this option if you prefer sending emails directly from your own email address.
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**Example:**
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Adam, the administrator, disables **Enable individual user SMTP settings** under **Console → General**.
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As a result, Ursula cannot configure her own SMTP.
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### To set up and enable user-level SMTP:
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When Ursula sends a document to Sofia for signing, Sofia receives emails sent through the **organization-level SMTP**.
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If Adam enables **Enable individual user SMTP settings**, but Ursula does not configure her own SMTP, emails will still be sent using the **organization-level SMTP**.
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1. Go to **Settings**
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2. Select **Preferences**
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3. Choose one of the available SMTP options.
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Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP.
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> **Note:** Organization-level SMTP configuration is available **only on Paid plans** and is not included in **Free** plans.
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<img width="861" height="409" alt="smtp at user level" src="https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192" />
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### 🔗 Connect to Gmail
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Send request-signature emails directly from your **Gmail account**.
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If selected, all request-signature and completion emails will be sent using OpenSign’s built-in SMTP server.
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## 👤 SMTP at the User Level
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Users can configure their own SMTP settings to send request-signature and completion emails using their personal mailbox.
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These user-level settings will override the organization-level SMTP only if the admin has **enabled individual SMTP customization** under Console → General.
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Use this option if you prefer sending emails directly from your own email address.
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### To set up and enable user-level SMTP:
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1. Go to **Settings**
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2. Select **Preferences**
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3. Choose one of the available SMTP options.
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Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP.
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<img width="861" height="409" alt="smtp at user level" src="https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192" />
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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).
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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.

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