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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
  • Configuring 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
  • Configuring 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
  • Introduction
  • What is tegolySIGN
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What is tegolySIGN

With tegolySIGN you can digitally sign PDF documents or have other people sign them. The application is fully integrated into Microsoft Teams, so you don’t have to leave your familiar work environment.

 

We paid attention to the simplest operation and a clearly structured process.

 

You can sign documents yourself or send documents to employees and business partners to sign. We offer you various ways to keep track of your documents, who has already signed and whose signature is still pending. You can easily set deadlines, set an order of signatories, and keep track of things without the hassle of creating follow-up tasks in third-party software.

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This is how the legally secure E-SIGNATURE works with tegolySIGN

 

Whether contracts, vacation or purchase requests, meeting or maintenance minutes, NDAs, etc.: With our signature solution, documents with a written form requirement can be legally signed digitally. The documents are processed in PDF format with our in-house PDF tool.

 

A complex software installation is not necessary for the use of tegolySIGN – neither in the company nor with your business partners.

 

tegolySIGN is a cloud solution Made in Germany, which fits seamlessly into your MS Team and can also be used by partners, customers, suppliers without their own MS Teams to sign your documents.

 

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