Profile Settings

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Your Profile

Your Documenso profile contains your personal information and settings that apply across all organizations and teams you belong to.

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Accessing Profile Settings

To access your profile settings:

1. Click on your profile icon or name in the navigation
2. Select Settings or Profile
3. You’ll see your profile settings page

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Profile Information

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Personal Details

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Name

Your display name used throughout Documenso:

• Appears on documents you send
• Shows in recipient emails
• Displayed in audit logs
• Used in team member lists

Updating Your Name:

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Email Address

Your primary email address:

• Used for account login (if not using SSO)
• Receives all notifications
• Cannot be changed to an email already in use
• Must be verified after changing

Changing Your Email:

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Profile Picture

Add a profile picture to personalize your account: Uploading a Profile Picture: Removing Your Profile Picture:

1. Go to Settings > Profile
2. Click Remove Avatar or delete icon
3. Confirm removal

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Signature Preferences

Set your default signature for when you sign documents:

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Default Signature

Create a signature that auto-fills when you’re a recipient:

• Draw your signature
• Type your name in a signature font
• Upload an image of your signature

Setting Your Default Signature:

1. Go to Settings > Profile
2. Scroll to signature section
3. Create your signature using preferred method
4. Save the signature

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Account Security

Security settings protect your account and data.

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Password Management

If you’re using email/password authentication: Changing Your Password:

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Two-Factor Authentication (2FA)

Add an extra layer of security to your account:

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Enabling 2FA

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Using 2FA

After enabling 2FA:

1. Enter your email and password as usual
2. When prompted, enter the 6-digit code from your authenticator app
3. You’ll be signed in

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Disabling 2FA

1. Go to Settings > Security
2. Click Disable 2FA
3. Enter your password to confirm
4. Enter current 2FA code
5. Confirm disabling 2FA

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Passkeys

Use passkeys for passwordless authentication:

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What are Passkeys?

• Biometric authentication (fingerprint, Face ID)
• More secure than passwords
• Phishing-resistant
• No password to remember or type

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Adding a Passkey

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Using Passkeys

1. Go to Documenso sign-in page
2. Click Sign in with Passkey
3. Select your passkey
4. Authenticate with biometrics or device PIN
5. You’re signed in

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Managing Passkeys

• View all your passkeys in Settings > Security
• Each passkey shows:
  • Name
  • Created date
  • Last used date
  • Device type
• Delete passkeys you no longer use
• Rename passkeys for clarity

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Linked Accounts

Connect social accounts for easier sign-in:

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Available Account Links

• Google: Sign in with your Google account
• Microsoft: Sign in with your Microsoft account
• OIDC Provider: Your organization’s SSO provider

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Linking an Account

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Unlinking an Account

1. Go to Settings > Security > Linked Accounts
2. Click Unlink next to the provider
3. Confirm unlinking

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Active Sessions

View and manage your active login sessions:

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Viewing Sessions

See all active sessions:

• Current session (this device)
• Other active sessions
• For each session:
  • Device/browser information
  • IP address
  • Location (approximate)
  • Last active time

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Revoking Sessions

End suspicious or unused sessions:

1. Go to Settings > Security > Sessions
2. Find the session to revoke
3. Click Revoke or End Session
4. The session is immediately terminated

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Security Audit Log

Review your account activity:

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Available Events

• Sign-in attempts (successful and failed)
• Password changes
• 2FA enable/disable
• Passkey creation/deletion
• Profile updates
• Account linking/unlinking
• Session revocations

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Viewing Audit Logs

1. Go to Settings > Security > Activity
2. Review recent events
3. Each entry shows:
   • Event type
   • Timestamp
   • IP address
   • User agent (browser/device)
   • Location (if available)

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Notifications

Control what email notifications you receive:

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Email Preferences

Configure notification settings:

• Document Notifications: When you’re added as a recipient
• Completion Notifications: When documents you sent are completed
• Reminder Notifications: Reminders for pending signatures
• Organization Notifications: Invitations and organization updates
• Marketing Emails: Product updates and newsletters (optional)

Updating Notification Preferences:

1. Go to Settings > Notifications
2. Toggle each notification type on or off
3. Changes are saved automatically

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Team Email Usage

If your personal organization has a team email:

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Team Email Settings

Your personal team can have a custom sending email:

• Professional sender address
• Custom domain
• Requires domain verification
• Appears as sender on documents you send

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Configuring Team Email

See API Tokens documentation for team-level settings.

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Account Deletion

Permanently delete your Documenso account:

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Before Deleting

• Download any documents you need
• Transfer ownership of shared documents
• Remove yourself from organizations
• Cancel any active subscriptions
• Export any important data

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Deletion Process

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What Gets Deleted

• Your user account and profile
• Your personal documents and templates
• Your signatures and settings
• Your API tokens and webhooks
• Your security audit logs

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What Happens to Shared Documents

• Documents you sent to others remain accessible to recipients
• Organization documents you created remain in the organization
• Team documents remain accessible to the team

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Best Practices

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Security

• Strong Password: Use a unique, strong password
• Enable 2FA: Always enable two-factor authentication
• Use Passkeys: Consider using passkeys for enhanced security
• Review Sessions: Regularly review and revoke unused sessions
• Check Audit Logs: Monitor your security audit log for unusual activity

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Profile

• Complete Profile: Add your full name and profile picture
• Professional Email: Use a professional email address
• Keep Updated: Update your information if it changes
• Default Signature: Set up your default signature for convenience

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Privacy

• Review Permissions: Check what data you’re sharing
• Minimize Notifications: Unsubscribe from unnecessary emails
• Secure Device: Keep your devices secure and updated
• Log Out: Log out of shared or public devices

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Troubleshooting

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Can’t Change Email

Possible Causes:

• New email already in use
• Verification email not received
• Email format invalid

Solutions:

• Verify the email isn’t used by another account
• Check spam folder for verification email
• Ensure email format is correct

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2FA Not Working

Possible Causes:

• Time sync issue on device
• Wrong authenticator app
• Expired backup code

Solutions:

• Sync time on your device
• Verify you’re using correct authenticator app
• Use backup codes if available
• Contact support if locked out

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Profile Picture Won’t Upload

Possible Causes:

• File too large
• Unsupported format
• Network issue

Solutions:

• Resize image to under 5MB
• Convert to JPG or PNG
• Check internet connection
• Try different browser

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Passkey Failed

Possible Causes:

• Browser not supported
• Device doesn’t support passkeys
• Biometrics not set up

Solutions:

• Use supported browser (Chrome, Safari, Edge)
• Verify device supports passkeys
• Set up biometrics on device
• Use alternative sign-in method

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Next Steps

• Set up API tokens for automation
• Join or create an organization
• Start creating documents