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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 documents
  • Signing a document
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Signing a document

Sign with EES #

Here we show you how to sign a document.

Go to Start and the document will be previewed. There is also the option to reject the signature process 2 and the documents can also be downloaded 3.

The “Swipe to sign” slider confirms the signature. Optionally, it may be necessary to enter a handwritten signature (see video). If there are several fields to fill in or signatures to be made, the software automatically jumps on.

Video for handwritten signature (optional).

In the last step, the signature process can be rejected or finally signed using the Sign Now button at the bottom right.

Sign with FES #

If you receive a document with an advanced FES signature, we will send you a 6-digit SMS pin. Please enter this in the field and then the documents can be signed as described above.

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  • Sign with EES
  • Sign with FES
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