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Introduction

3
  • What is tegolySIGN
  • What is not 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

5
  • Open a document
  • Signing a document
  • Reject
  • The Signing Wizard
  • Save

Statistics

1
  • Statistics on your documents

Documents

4
  • List of all documents
  • Sort documents
  • Document Filters
  • Process documents

Account management

5
  • Buy Subscription
  • Payment
  • Bills
  • Summary
  • Other features

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

6
  • The eSignature
  • Simple Electronic Signature (SES)
  • Advanced Electronic Signature (AES)
  • Qualified Electronic Signature (QES)
  • Which procedure is the right one for me?
  • Your review helps us a lot!

FAQ

1
  • FAQ

DATEV-DMS

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  • 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

4
  • How do I create a trial period or a full version?
  • Customer Onboarding for Partners
  • What is possible during the test period?
  • Onboarding

Start here!

1
  • Step-by-step instructions (system house)

DATEV Installation

7
  • Installation tegolyDATEV Connector
  • Settings of the tegolyDATEV Connector
  • Terminal server
  • Multiple Terminal Servers
  • Desktop
  • Install tegolyDATEV Connector
  • How do I log in to tegolySIGN

tegolySIGN Portal

1
  • The tegolySIGN Portal
  • Home
  • Docs
  • Trial period
  • Customer Onboarding for Partners
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Customer Onboarding for Partners

Onboarding #

As a partner, you can use this link to onboard your customers and start a test phase. To do this, the customer must log in with their Microsoft 365 account.

Customer must enter their complete data and then click on “Start Trial”.

Now he can start the download and automatically sprint to Microsoft Teams. Here he can then use the app “Add”.

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What is possible during the test period?
Inhaltsverzeichnis
  • Onboarding
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