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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
  • tegolySIGN Portal
  • The tegolySIGN Portal
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The tegolySIGN Portal

What is the tegolySIGN portal? #

With the tegolySIGN portal, the documents are no longer sent to the signatories by e-mail, but are only displayed in the portal or can only be signed via the portal. This has the advantage that no documents are sent by e-mail anymore and thus meets the highest security requirements.

The signer does not need to register or remember a password. All they have to do is enter their email address and then receive a 6-digit code with which they can log in.

Logging in to the portal #

Click on the link in the email “Login Signature Portal” and you will be directed to a login page.

The login page looks like this:

Here you enter your email address and click on “Send Code”.

Here you can see if the email has been sent successfully.

You will receive an email with a 6-digit code. Copy this one!

Enter the code and click on “Login”.

Portal features #

In the portal you have various functions:

  1. You can search for documents. Simply enter part of the document name.
  2. You can use the pen button to sign a document.
  3. You can use the arrow button to download a document, whether it is signed or not.
  4. You can sort your documents by date. Simply click on “Submitted” and the sorting will be either ascending or descending.
  5. Using the navigation bar at the bottom, you can view all documents over several pages. For example, the note ‘6/6’ means that you are on the 6th of 6 pages and have therefore reached the end of your document list.

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Inhaltsverzeichnis
  • What is the tegolySIGN portal?
  • Logging in to the portal
  • Portal features
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