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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
  • Signing with tegolySIGN
  • Authenticate for QES
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Authenticate for QES

If you are not yet authenticated and therefore do not have a certificate stored for you, your identity must be confirmed by one of our partners. Here you have the option to choose between Verimi, AusweisApp2 and Qualifier application.

To quickly sign a document, choose either Verimi or AusweisApp2. Through these two providers, your identity can be quickly and easily confirmed and you can sign the document.

AusweisApp2

With AusweisApp2 you can use the eID of your ID card. You can find out how this works here: AusweisApp: Using the online ID function (bund.de)

Verimi

At Verimi you have the possibility to use different authentication methods, such as:

    1. Photo-Ident – with your identity card or passport (can be used in the Verimi app and on the web)
    2. Video-Ident – with your identity card or passport (video chat possible from Monday to Sunday 7 a.m. to 10 p.m.; can be used in the Verimi app and on the web)
    3. eID-Ident – with your (German) identity card (can be used in the Verimi app)
    4. Verimi Bank-Ident – with your bank details (usable on the web)

Find out more here: Frequently asked questions about Verimi products

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