Documents #
This is your overview of all documents. Here you can see the status, search for documents, download them, edit the certificate and drafts. You also have different filter options.
Document Properties #
You can perform some additional functions for each document in your list, e.g.
- View Document
- Download document
- Download certificate for this document
- both (download document and certificate)
- deleting the document
View Document #
If you click on ‘View Document’, you will see other important information in addition to the document preview:
- The symbol displayed in the upper left corner shows you which signature level you have chosen (yellow=EES, blue=FES, green=QES)
- Here you can see from which source the document comes. If there is no explicit source, then nothing will be displayed here.
- If there is a due date for this document, then it will be displayed here.
- In the upper right corner, the document status is displayed. There are the following statuses: Sent, Started, Done, Rejected, and Draft.
- Here you can see who is or was involved in the document for signature.
- The bar below the document shows you some PDF tools that you can use to move around in the document preview.
Edit draft #
This menu item is only visible if the document comes from a specific source, such as datev. So if this point is not greyed out, you can use it to initiate the signature process once.
Send notifications #
here you have the option to send notifications again. However, the document must have started the status and at least one signer must not have signed yet.
Downloading Documents #
There are several ways to download the documents or the corresponding certificate. Either you download only your signed document or only the certificate or both together as a zip file. This can be interesting for you to store both the document and the corresponding certificate in your document management system.
Search and find documents #
In the upper right area, you can also search comfortably if your document list has already become longer. The search searches across all file names that can be found in your document list in tegolySIGN.
Filter #
To find one or more documents faster, there is also a filter function that allows you to filter by status.
If you have selected one or more status values in the filter, they will immediately appear filtered.