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Introduction

2
  • What is tegolySIGN
  • 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

5
  • Installation tegolyDATEV Connector
  • Settings of the tegolyDATEV Connector
  • Terminal server
  • Multiple Terminal Servers
  • Desktop

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

10
  • 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

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
  • Settings of the tegolyDATEV Connector
  • Terminal server
  • Multiple Terminal Servers
  • Desktop
  • How do I log in to tegolySIGN

tegolySIGN Portal

1
  • The tegolySIGN Portal
  • Home
  • Docs
  • tegolySIGN
  • Administration
  • Assign users in the tegolySIGN WebApp (not MS Teams)
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Assign users in the tegolySIGN WebApp (not MS Teams)

Here we show you how you can add more tegolySIGN users to your licenses.

If you have registered and logged in via the WebApp, you can now integrate other users and then assign the corresponding rights.

In the upper menu, click on the “Administrator” section and then on the “Assign user” item in the left menu.

Now you will see a list of all registered users and their allowed rights.

If you want to create additional users for the first time, you will only see yourself as an already created user.

In order to create another one, it must first be invited by an administrator (in this case by you).

You click on the “Invite users” button and a window will open.

Here you enter the email address of another user and then click on “Invite user”.

Of course, you can invite several users one after the other in this way.

The invitee receives an e-mail and confirms the invitation by clicking on the “open tegolySIGN” button.

Then a window (Accept Invitation) opens, in which he confirms the invitation with the button “continue”.

Now the new user sets his password and then clicks on “Sign in”. Again, the same password rules apply as before for you. Example: 1Example#

Assign User Role #

The administrator (still you) can now set the rights for the pen on the right side in the user overview.

Please specify the user role.

  1. Administrator: He can only make settings in tegolySIGN, but cannot send documents for signature
  2. User: Can create signature flows, but cannot change tegolySIGN’s settings.

A user can have both roles.

In this context, it is advisable to have more than one administrator so that an administrator is always available in an emergency.

View invitations #

To get an overview, you have a button “Show invitations” to the right of the “Invite user” button.

Here you can see which invitations are still pending and have not yet been accepted.

Delete User #

If a user leaves or is to be deleted from tegolySIGN, there is the option to do so in the user overview on the far right via the trash can icon.

After clicking on the trash can for the corresponding user, there is another security question. Here you have to enter the e-mail address again. If this matches the user to be deleted, it will be deleted immediately.

ATTENTION: All documents created by this user will also be deleted immediately.

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Inhaltsverzeichnis
  • Assign User Role
  • View invitations
  • Delete User
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