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Introduction

3
  • What is tegolySIGN
  • Buy Subscription
  • tegolySIGN Roadmap

First steps

4
  • Installation of the TEAMS APP
  • Grant access
  • How to get started with a trial subscription
  • How do I log in to tegolySIGN

tegolyDATEV Connector Installation

6
  • Installation tegolyDATEV Connector
  • Configuring the tegolyDATEV Connector
  • Terminal server
  • Multiple Terminal Servers
  • Desktop
  • Buy and set up DATEVconnect

Signing with tegolySIGN

16
  • How to prepare documents for signature
  • The Enterprise Version
  • Add contacts to the document
  • 2-factor authentication in the Enterprise version
  • Order
  • Maturity
  • Ready
  • Stamp
  • Favorites
  • Forms
  • Signing with QES
  • Authenticate for QES
  • Sign with Verimi eID
  • MultiSign
  • Signature link
  • Forwarding Signature Operations

Signing documents

4
  • Open a document
  • Signing a document
  • Reject
  • Save

Statistics

1
  • Statistics on your documents

Documents

4
  • List of all documents
  • Sort documents
  • Document Filters
  • Process documents

Administration

11
  • Statistics
  • Assign users with tegolySIGN’s Teams app
  • Assign Administrators
  • Subscription Management
  • Features in the Enterprise Version
  • General settings
  • DATEV
  • Assign users in the tegolySIGN WebApp (not MS Teams)
  • tegolySIGN Portal
  • Group function
  • On-site

Settings menu

1
  • Settings

FastSIGN

3
  • FastSIGN
  • FastSIGN
  • FastSIGN

Binder

1
  • The tegoly binder

General information on the digital signature

2
  • The eSignature
  • Your review helps us a lot!

DATEV-DMS

8
  • Preconditions
  • Document(s) from DATEV handed over for signature
  • Installation and setup
  • How does my signed document get back in DATEV-DMS
  • tegolySIGN Connector – Configure DATEV status
  • Transfer e-mail addresses from the client
  • tegolyDATEV Connector Update
  • Start tegolySIGN in DATEV

Power Automate Connector

2
  • A workflow example
  • What is Microsoft Power Automate

Templates

3
  • Create Templates
  • Send Templates
  • Edit templates

Trial period

1
  • Onboarding

DATEV Installation

6
  • Installation tegolyDATEV Connector
  • Configuring the tegolyDATEV Connector
  • Terminal server
  • Multiple Terminal Servers
  • Desktop
  • How do I log in to tegolySIGN

tegolySIGN Portal

1
  • The tegolySIGN Portal

FAQ Test

2
  • A workflow example
  • What is Microsoft Power Automate
  • Home
  • Docs
  • tegolySIGN
  • Signing with tegolySIGN
  • How to prepare documents for signature
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How to prepare documents for signature

Preparing documents for signature #

There are several ways to prepare a new document for signature:

  1. You click on the ‘+’ symbol and find and open one or more documents
  2. Drag and drop one or more documents onto the gray area
  3. In the list of “Recently opened files” click on a document

The documents appear in the list in the right pane. You can delete them again via the “trash can”.

Here in the video you can see how MultiSign works with multiple documents.

Sorting documents before sending them #

Documents can be sorted before being sent if a certain order is to reach the signatories. Simply drag the document to a specific position and drop it.

 

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Forwarding Signature OperationsThe Enterprise Version
Inhaltsverzeichnis
  • Preparing documents for signature
  • Sorting documents before sending them
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