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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
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  • Signing with QES
  • Authenticate for QES
  • Sign with Verimi eID
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  • 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
  • Group function
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Group function

With the group function, you can group several people together, who can then work on the signature processes together. Members of a group can be granted different permissions. This allows them to share the address book and/or the documents. The group can also be assigned a signature addition, e.g. i.V.

You can create as many groups as you like.

Here is an example:

Two people are responsible for the signature processes and are supposed to represent each other permanently. So create a group, give it a name such as Secretariat and give them permission to share the documents and contacts. Both persons may also sign with the signature addition i.A.

To do this, go to Administration – General Settings – Groups and click on New Group.

A new window will open – New Group.

Enter a group name, such as “Secretary”

In the left column, all persons who have a license for tegolySIGN appear. To assign a person to the group, click on the “Add user” button and the user will appear in the right column.

Group permissions #

It is possible to set what is shared in the group or which signature addition the people get. For example, you can create a group for people who have the addition ppa. and share the documents. The signature addition is then preceded by the respective name. Any combination is possible here.

Then go to Save.

Delete #

You can delete the person using the trash can icon . Then go to Save.

Edit or delete a group #

Once you have saved the group, the new group with the assigned people will appear. The group cannot be edited.

The group can be deleted via the trash can . If you want to change the participants or permissions of the group, you will need to delete the group and create a new one.

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Inhaltsverzeichnis
  • Group permissions
  • Delete
  • Edit or delete a group
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