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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
  • Account management
  • Buy Subscription
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Buy Subscription

Under Payment Plan, you can buy new licenses, or when you use the app for the first time, start a free 14-day trial period. Just click on “Start trail” and enter your address. Let’s go!

 

Just start with the test phase, because there you can start immediately and try out the full range of functions of tegolySIGN. Restrictions are that only five users can be created and they can only send ten documents for signature. You can subscribe to the trial period at any time.

 

Purchasing licenses

 

Use the switch above to choose whether you want to pay monthly or annually. Then you can enter the number of licenses via the slider or by entering. On the left side you will get a summary.

 

Click buy subscription and you will be taken to enter the payment details.

 

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