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🔧 Preferences

The Preferences page in OpenSign™ 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.

🚀 Steps to Navigate to Preferences​

Step 1: Log in to your OpenSign account using valid credentials.

Step 2: Navigate to the Settings section and click on Preferences.

📌 Signature Types Control​

The Allowed Signature Types section defines which signature methods are available to signers:

  • ✅ Draw: Create a handwritten signature using a mouse, stylus, or finger.
  • ✅ Type: Type your name and apply it using pre-set font styles.
  • ✅ Upload: Upload a scanned or saved image of your signature.
  • ✅ Default: Use the default signature stored under My Signature in settings.

⚙️ 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.

🔄 Multi-Level Signature Type Control​

OpenSign™ introduces flexible control over signature options at three levels:

🏢 Organization-Level​

Admins can enforce company-wide signing policies by restricting available signature methods platform-wide.

Step 1: Open the profile menu and select Console Application to launch the console.

Step 2: Once the Console Application loads, navigate to the General menu. Here, admins can configure the allowed signature types at the organization level.

All users created under your account will only see the signing methods you enable here in their Preferences. They will be restricted from using any methods you don't select.

Example:
Adam, the administrator of your company account, disables the Typed signature option in the Manage Signature Types settings. As a result, Ursula, a team member, will no longer see the Typed signature option in her preferences.

Ursula can enable or disable any of the remaining three signature methods for each document she creates.

When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process.

Note: Managing Signature Types at the organization level is only available on the Teams plan. This feature is not included in the Professional or Free plans.

Signature type setup console

👤 User-Level​

Navigate to Settings > Preferences to configure user-level signature types.

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

Signature type setup preferences

📄 Document-Level​

While creating a document, users can specify allowed signature types.

Only these will be available to the signer—useful for legal or regulatory requirements.

Signature type setup signature widget

🔔 Notify on Signatures​

The document owner can choose to receive email notifications when a document is signed.

  • Yes – Get notified each time a signer completes their part.
  • No – Turn off real-time signature notifications.

This setting can be adjusted while creating a document or template.

Regardless of this preference, a final completion email—including the signed document and completion certificate—is always sent to both the document owner and all signers.

Note: Notify on Signatures feature is only available on the Professional and higher plans—it is not included in the Free plan.

Preferences setup

📬 Send in Order​

Decide whether the document should be signed sequentially or simultaneously by multiple signers.

  • Yes – Signers receive the document in a set order. The next signer gains access only after the previous one completes signing.
  • No – All signers receive the document at once and can sign independently.

Users can change this option while creating the document or a template.

🚫 Enable Tour​

The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:

  • Yes – Show onboarding tips. Enables guided tooltips for the signer during the signing process.
  • No – Disable tour prompts (recommended for experienced users). Speeds up the signing experience.

Users can change this option while creating the document or a template.

💡 Tip: Disable if your users are already familiar with OpenSign™.

🧭 Timezone & Date Format​

Customize the Timezone and Date Format according to your regional preferences.
These settings are reflected in:

  • Document Completion Certificates
  • Signing Logs
  • Webhooks

📅 Date Format​

  • The selected date format will be applied by default to the date widget if no specific format is chosen during document creation.
  • This default format also applies in all API flows.

🕒 Time Format​

  • Supports 12-hour and 24-hour formats.
  • Affects timestamps in certificates, logs, and webhooks.

Preferences setup

🧪 LTV-Enabled Signatures​

LTV (Long-Term Validation) ensures that signatures remain valid and verifiable even after certificates expire or are revoked.

🔐 Key Features:​

  • Embeds certificate chain
  • Includes CRLs and OCSP responses
  • Enables offline verification
  • Complies with PDF standards like PAdES

📌 Why It Matters:​

Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable.

✅ Use Cases:​

  • Legal Contracts
  • Financial or Medical Records
  • Long-term archiving requirements

📧 Email Templates​

In the Preferences > Email tab, users can customize email templates to personalize communication with signers and stakeholders.
This feature helps maintain brand consistency and enhances engagement throughout the signing workflow.

👉 📄 Step-by-step guide to setting up custom email templates

Note: The custom email templates feature is only available on the Professional and higher plans—it is not included in the Free plan.

🔒 Security​

The Security tab in OpenSign (found under Settings > Preferences > Security) allows users to manage key authentication methods to protect their account access.

🧩 Features Available:​

✅ Two-Factor Authentication (2FA)​

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.

🛡️ Passkey Authentication​

Passkeys offer a passwordless, phishing-resistant login experience using your device’s built-in security features such as fingerprint, Face ID, or PIN.

👉 For full details on setting up Two-Factor Authentication (2FA) and Passkey Authentication:
🔒 View Security Setup Guide

For more assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.