When your document is completed (all parties involved have signed), the tegolyBot will get back to you.
Now your document is automatically stored in DATEV-DMS or in the Documentation Tray. The signed document is stored either as a new document, which is always the case with document storage, or as a revision, depending on the settings in the tegoly connector. You can find more information about the connector here.
The corresponding Certificate of Completion (CoC) is automatically stored as a new document with the client in . If you use DMS, the CoC can also be stored in the document structure. You can read how this is set here.
Document Structure #
Signed documents and the CoC can be stored in a document structure in DATEV DMS. It will look like this:
