|
| 1 | +--- |
| 2 | +sidebar_position: 4 |
| 3 | +title: Preferences |
| 4 | +--- |
| 5 | + |
| 6 | +## 🏢 SMTP at the Organization Level |
| 7 | + |
| 8 | +Configure SMTP at the organization level to send all outgoing emails—such as request-signature and completion emails—using a company-configured SMTP server. |
| 9 | +When enabled, these settings apply to all users **unless individual SMTP customization is allowed and set up by the user**. |
| 10 | + |
| 11 | +### How to Set Up SMTP at the Organization Level |
| 12 | + |
| 13 | +Admins can manage and enforce SMTP settings across the entire platform. |
| 14 | + |
| 15 | +**Step 1:** Open the profile menu and select **Console Application** to access the admin console. |
| 16 | +**Step 2:** In the Console, navigate to the **Global SMTP** section and configure your SMTP settings. |
| 17 | + |
| 18 | +All users under your organization will automatically use the organization-level SMTP **unless** they are allowed to configure their own SMTP settings. |
| 19 | + |
| 20 | +<img width="861" height="409" alt="Global SMTP" src="https://github.com/user-attachments/assets/fe9dc091-59dd-47f9-992a-811cecaac2f3" /> |
| 21 | + |
| 22 | +**Example:** |
| 23 | +Adam, the administrator, disables **Enable individual user SMTP settings** under **Console → General**. |
| 24 | +As a result, Ursula cannot configure her own SMTP. |
| 25 | + |
| 26 | +When Ursula sends a document to Sofia for signing, Sofia receives emails sent through the **organization-level SMTP**. |
| 27 | +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**. |
| 28 | + |
| 29 | +> **Note:** Organization-level SMTP configuration is available **only on Paid plans** and is not included in **Free** plans. |
| 30 | +
|
| 31 | +### 🔗 Connect to Gmail |
| 32 | + |
| 33 | +Send request-signature emails directly from your **Gmail account**. |
| 34 | + |
| 35 | +- Click **Connect to Gmail** |
| 36 | +- A popup will appear prompting you to sign in |
| 37 | +- Grant the required access permissions |
| 38 | +- Once authorized, OpenSign will send emails using your Gmail account |
| 39 | + |
| 40 | +--- |
| 41 | + |
| 42 | +### ⚙️ Custom SMTP |
| 43 | + |
| 44 | +Configure any third-party SMTP provider such as SMTP2GO or Mailgun. |
| 45 | + |
| 46 | +- Click **Custom SMTP** |
| 47 | +- A popup will appear asking for your SMTP details: |
| 48 | + - **Host:** SMTP server host (e.g., `mail.smtp2go.com`) |
| 49 | + - **Port:** SMTP port (e.g., `2525`) |
| 50 | + - **Sender Email:** Email address configured in your SMTP account |
| 51 | + - **Username:** SMTP username |
| 52 | + - **Password:** SMTP password |
| 53 | + |
| 54 | +<img width="820" alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"></img> |
| 55 | + |
| 56 | +--- |
| 57 | + |
| 58 | +### 📤 OpenSign™ Default SMTP |
| 59 | + |
| 60 | +If selected, all request-signature and completion emails will be sent using OpenSign’s built-in SMTP server. |
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