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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
  • Your inbox with tegolyINBOX
  • Your inbox
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Your inbox

With our tegolyINBOX app, you get all your documents that need to be signed in one place.

This way you can keep track of everything and no longer receive e-mails. Because our ChatBot knows exactly whether you are using the tegolyINBOX or not.

In the inbox you will see your documents, which have been sent to you for signature.

  1. Shows you the file name.
  2. Here you can see the expiration date or deadline until when the document should be signed.
  3. The third column shows the date when the document was posted.
  4. This is where you start the signature process.
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