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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
  • DATEV-DMS
  • Preconditions
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Preconditions

The following software components are required for the integrated signature process with DATEV-DMS and tegolySIGN:

  • Microsoft Teams (Microsoft 365 Business Basic and higher)
  • DATEV-DMS (from version 13.12 and higher)
  • DATEV-DMS Connector (from version 13.12 and higher)
  • tegolySIGN Enterprise (from version 1.5)
  • tegolySIGN DATEV Connector (version 1.0 or higher)

The following hardware conditions are required:

  • I don’t know either.

If you are not sure whether you have all components available and usable, please contact your DATEV system house or tegoly.

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