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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

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

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

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Customer presentation DATEV
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