Release Notes 2023
Release Notes 2022
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User
Upload and sign documents
Find out here how you can upload a document and sign it yourself.
How do I upload a document?
How do I upload a document?
Click on New document to upload a document.
Upload files in PDF or XML format. You can upload the files via drag&drop or by selecting a file.
How do I sign a PDF document?
Select the document you want to sign and click the pencil symbol (Sign).
Select the signature level and click Next.
In the document, click on Sign.
Move the mouse to the position in the document where you want to sign and drag the mouse pointer to draw a field.
As soon as you have positioned the signature field as required, click the checkmark to confirm the position.
Sign with the mouse or with your stored signature image and then click Ok.
If you are performing an advanced signature with Swisscom, you can now skip steps 8-10 and click on the exit icon to save the signature.
If you use a qualified signature with Bundesdruckerei, you log in to Bundesdruckerei with your e-mail address and password in a pop-up window.
Click on Next. If you wish to sign with a qualified signature, you must also enter the TAN that you receive via SMS.
Click Sign.
Click on Finish to save the signature.
You have successfully signed the PDF document.
How do I sign an XML document?
Select the document you want to sign and click the pencil symbol (Sign).
Select QES as the signature level and click Next. Important: Your QES must be switched on in order to sign XML documents.
Log into the Bundesdruckerei with your e-mail address and your password in a pop-up window.
Click on Next. Enter the additional TAN that you receive via SMS.
Click Sign.
Click on the exit symbol.
You have successfully signed the XML document.
If you would like to use the signed document for your annual financial statements in Poland, it must be uploaded in the XAdES signature format.
Download the signed document.
Copy the file and change the file extension from .xml to .XAdES.
Upload the document to the Polish system on the same day you signed it.
Download, delete and archive documents
Find out here how to download a document, delete a document or archive a document.
How do I download a document?
How do I delete a document?
How do I archive a document?
How do I download a document?
Click on the three dots on the left-hand side next to the name of your document and select the Download option. The document can then be stored and archived however you like. Please note that d.velop sign does not provide for long-term storage of documents. This can be done with other products from d.velop. We recommend d.velop documents for this. The solutions can be seamlessly integrated with each other.
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How do I delete a document?
1. If you want to only delete a single document, click on the three dots on the left-hand side next to the name of your document and select the Delete option to delete the document from d.velop sign. To be on the safe side, download the document beforehand.
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2. If you want to delete several documents at once, click on the small boxes to the left of the document names and select all the documents you want to delete. Then click on Delete to confirm your selection. To be on the safe side, download the documents beforehand.
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How do I archive a document?
With the archive function, you can now archive your signed documents directly in your long-term archive in d.velop documents.
Simply click on the three dots on the left-hand side next to the name of your document in d.velop sign and select Archive .
The d.velop documents home page then appears, where you can enter the relevant document information.
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It is also possible to archive your document via a DMS connection.
Change signature image
Sign with a signature image in any position. You can select a generated signature image, upload an image of your signature or sign with the computer mouse during the signing process.
If you would like to upload your signature image as a photo on a mobile device, we recommend that you first take the signature image with a camera app and then upload it.
Click on User settingsin the top right-hand corner.
Click on Adjust signature image.
Select a generated signature image, upload your own signature image ( JPG, JPEG, PNG) or apply a freehand drawing to sign with the computer mouse during the signing process.
Confirm your change by clicking on Apply settings.
Enable or disable the additional information of your signature image.
Registration and identification with sign-me
Registration with sign-me
How do I register as a user with sign-me (Bundesdruckerei's identification service)?
How do I register as an external user with sign-me (D-Trust identification service)?
If I already have an account with sign-me (identification service of D-Trust): How do I add this in d.velop sign?
How do I register as a user with sign-me (Bundesdruckerei's identification service)?
If you only use the advanced signature, registration with D-Trust, a company of the Bundesdruckerei Group, is not necessary.
If you would like to sign with a qualified personal certificate from D-Trust (a company of the Bundesdruckerei Group), you must register once with sign-me (identification service of D-Trust) during the initial registration and then identify yourself.
Click on User settingsin the top right-hand corner.
Click on sign-me (Bundesdruckerei).
Click Create new sign-me (Bundesdruckerei) account to display your registration status and begin the registration process.
Fill in the fields according to your ID card details, set a password and confirm this by selecting Register. You will then be automatically redirected to the sign-me page for identification.
Attention: Please start your registration from within d.velop sign and not via the link you receive in the registration e-mail from sign-me (identification service of D-Trust)! Only if you continue your registration from within d.velop sign, you do not need any further coins for your identification.
How do I register as an external user with sign-me (D-Trust identification service)?
If you as an external user have been invited by e-mail to sign a document with sign-me (identification service of D-Trust), you must first identify yourself to sign-me.
Click on View documentin the e-mail.
Now click on the button View & Sign.
Fill in the fields according to your ID card details, set a password and confirm this by selecting Register. You will then be automatically redirected to the sign-me page for identification.
Attention: If you already have a sign-me account, select You already have a sign-me account? and enter the e-mail address you use with sign-me in the field.
If I already have an account with sign-me (identification service of D-Trust): How do I add this in d.velop sign?
If you already have an account with sign-me, you can add this account to d.velop sign.
Click on User settingsin the top right-hand corner.
Click on sign-me (Bundesdruckerei).
Select You already have a sign-me account?.
Enter the e-mail address with which you are registered with sign-me (identification service of D-Trust) and click on the symbol to update your status .
Done
Identification with sign-me
How do I identify myself with sign-me (identification service of D-Trust)?
Which requirements apply to which Ident options?
In which languages can a Video-Ident be carried out?
Online ID function (eID):
On-site identification with Point-of-Sale-Ident (PoS-Ident)
How do I identify myself with sign-me (identification service of D-Trust)?
After you have successfully registered with sign-me (identification service of D-Trust), the one-time identification follows. Identification can take place via VideoIdent, the online ID function (eID) or on-site Ident (on request). After successful identification, Bundesdruckerei will issue you with signature certificates with which you can sign digitally.
Note
To prevent aborts during identification, we recommend starting the Ident process outside the company network.
After registration you will be automatically redirected to the sign-me page(Attention: Please start your registration from within d.velop sign and not via the link you receive in the registration e-mail from sign-me! Only if you continue your registration from within d.velop sign, you do not need any further coins for your identification.
Click on Login and then log in with your e-mail address and password.
Click on Identify and on Next.
Choose how you want to identify yourself and complete the process.
After successfully completing the identification process, confirm the Bundesdruckerei’s terms of use, and click Next. Your signature certificates are generated.
Now open d.velop sign. Click on User settings and check your certification status under Available signature types.
Which requirements apply to which Ident options?
VideoIdent:
For the VideoIdent procedure, you need a PC or a laptop with a camera and microphone (or a smartphone or a tablet), a stable Internet connection, a mobile phone for receiving an SMS TAN, and a valid identification document. The identity verification takes place during a video conference held between you and an expert VideoIdent agent. The VideoIdent procedure is checked by TÜViT (TÜV Nord Group), which confirms the procedure’s security. Your personal data is protected at all times during the process. Only data that may be collected pursuant to the legal bases pertinent for verifying your identity is collected and used.
Hint Microsoft Internet Explorer is not supported. Use a different browser such as Mozilla Firefox or Google Chrome for identification. |
Technical requirement for the Video-Ident procedure:
Desktop Browser: Chrome, Opera, Firefox, Safari - latest version or
Mobile device: for native Android and iOS apps
Bandwidth: At least 0.5 MB/s upload/download
Camera: Minimum resolution 640 x 480 px
Example video for VideoIdent:
In which languages can a Video-Ident be carried out?
Video-Ident can be carried out in German and English. If you have set a language other than German in your browser, you will automatically be redirected to a person who can carry out an English identification.
Online ID function (eID):
For the identification process, you need software, such as the AusweisApp, which the federal government provides for free (www.ausweisapp.bund.de/en), as well as a card reader with a display and keypad, your valid ID whose online identity function must be activated, and the 6-digit PIN.
The requirements for using mobile devices for the online identification function can be found here:
Hyperlink
Hint
The Safari browser is not supported. Use a different browser such as Mozilla Firefox or Google Chrome for identification.
[1] Via browser of the smartphone
Prerequisite:
Smartphone with corresponding NFC capability (Link).
Browser on the smartphone (not in incognito/private mode).
AusweisApp2 on the smartphone (download via Play or App Store).
nPA incl. pin
Procedure:
Smartphone Browser sign-me
After logging in (or registering), go to Identify
Select the online ID function and confirm the checkboxes (the Ausweisapp2 should run automatically, otherwise start it manually)
Start the identification process à automatic redirect to the app and back to sign-me after the process
Policies & Confirm GTCs
DONE, now simple, advanced and qualified signing is possible
[2] Via the browser on the PC with coupling to the smartphone as card reader.
Prerequisite:
! Important the devices must be in the same network
PC with corresponding browser.
Smartphone with corresponding NFC capability (Link).
AusweisApp2 on PC and smartphone.
Coupling of the two AusweisApps (can be set in advance in the settings).
nPA incl. pin
Procedure:
PC Browser sign-me
After logging in (or registering), go to Identify
Select the online ID function and confirm the checkboxes (the AusweisApp2 may have to be started manually on the PC!)
Redirect to the local AusweisApp2 on the PC
(Start pairing with smartphone as reader if not done before)
Hold ID card to smartphone and enter PIN on PC (or cell phone with special setting in the app)
Return to sign-me
Policies & Confirm GTCs
DONE, now simple, advanced and qualified signing is possible
[3] Via the browser on the PC with local card reader
Prerequisite:
PC with corresponding browser.
Connected card reader.
AusweisApp2 on the PC.
nPA incl. pin
Procedure:
PC Browser sign-me
After logging in (or registering), go to Identify
Select the online ID function and confirm the checkboxes (the AusweisApp2 may have to be started manually on the PC!)
Redirect to the local AusweisApp2 on the PC
Insert your ID card into the card reader and follow the instructions
Return to sign-me
Policies & Confirm GTCs
DONE, now simple, advanced and qualified signing is possible
On-site identification with Point-of-Sale-Ident (PoS-Ident)
Possible on request. Please send us a message to sign@d-velop.de.
What is a PoS-Ident?
PoS Ident, or Point of Sale Ident, means on-site identification of persons by trained and authorized personnel. This type of identification procedure is carried out locally in offices, stores, universities or other institutions. Personal identification (via PoS Ident or other means of electronic identification) is necessary for the use of a qualified electronic signature (QES), among other things. The identification is therefore eIDAS-compliant.
How does PoS-Ident work?
Only authorized personnel can log into the portal of an identification service provider via PoS software and enter the personal data of the person to be identified, including the required photos of the ID document. The information entered is checked by the person to be identified and confirmed with an SMS TAN. As soon as the authorized personnel on site and the identification service provider have checked all details and confirmations correctly in the back office, the electronic identification of the person is confirmed.
Identification through identity PoS software for the qualified electronic signature
Anyone wishing to use qualified electronic signatures can, for example, identify themselves using PoS software from identity. The identification process is as follows:
1 ) The authorized person opens the identity PoS software and starts the PoS-Ident
2 ) The data of the person to be identified is entered either by OCR data capture or eID data capture via the NFC chip in the ID document (only possible with the German ID card or electronic residence permit)
3 ) The PoS-Ident can be carried out via a stationary PC/notebook or a mobile device.
4 ) The person to be identified must then provide the consent requirements and confirm the following points by entering an SMS-TAN:
1) Completeness of the recorded data
2) Privacy policy of identity AG
3) Forwarding the data to the signature provider to create the certificates
5 ) After entering the SMS-TAN, the data is transmitted in parallel to the signature provider and it is checked whether a signature account with a valid certificate already exists for the e-mail address entered.
6 ) The following data is requested when confirming your identity:
1) Personal presence of the customer
2) Valid and authorized identification document
3) Valid and authorized proof of address
7 ) The authorized person now has another opportunity to add any missing information. The actual identity check is then carried out using a summary of the customer data.
8 ) The authorized person must also authenticate themselves using two-factor authentication via SMS-TAN.
9) After the identity check, the order is sent to identity AG's back office, where the data is cross-checked by a trained employee.
10 ) If the check is positive, you will be forwarded to the signature provider's portal, where the customer's login details are already pre-filled.
11 ) Finally, the customer must provide the signature provider's approval requirements and the signature account is verified and can be used by the customer for the qualified electronic signature of documents.
Possibilities for PoS identification
- Stand-alone browser solution
- Full integration into existing systems
- Mobile app solution for tablets
- Reading ID cards with a reader from Bundesdruckerei
In which sectors is the PoS-Ident frequently used?
Companies that are often in direct contact with their customers/clients and need to have documents signed often rely on the PoS-Ident process.
These include, among others:
- Law firms of all types and sizes
- Tax consultancy
- Lawyers
- Pharmacies
- Pharmaceutical distributors
How can I get trained and authorized for PoS-Ident?
For some companies, it is an attractive way to identify their customers on site and, for example, enable them to use the qualified electronic signature. Any number of employees of a company can be trained for this.
Prerequisites
- A current simple certificate of good conduct (max. 3 months old) without police entry
- The successful completion of an eLearning course
- Mobile device with camera and stable internet connection
Once the authorization has been acquired, it must be refreshed every 12 months with a new (free) training course.
Continue identification with sign-me
How do I continue my identification with sign-me (D-Trust identification service) or restart it if the process has been interrupted?
Note
The termination of identification is mainly due to connection problems. We therefore recommend starting the Ident process outside the company network.
If the identification was interrupted, it is important that you start the continuation of the identification from d.velop sign again. This is necessary so that d.velop is displayed as a partner in sign-me and thus identification is possible without the purchase of additional coins.
Proceed as follows:
Click on User settingsin the top right-hand corner.
Click on sign-me (Bundesdruckerei).
Click on Start new identification below.
Confirm the three fields that appear by ticking each one.
You will now be redirected to the sign-me page and can continue with your identification.
How do I start a new identification?
If you need to re-identify yourself, for example because your place of residence has changed, you must note the following:
It may happen that the checkbox ("I already have a sign-me account with a different e-mail address") is checked, although you want to identify yourself with the e-mail address that matches your d.velop account. Make sure that the checkbox is not ticked and click on the Start new identificationbutton.
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Perform Sign-me identification in English
To perform the identification with sign-me (identification service of D-Trust) in English, you must change the language in your sign-me settings and then start a new identification.
In d.velop sign, click on My settingsat the top right.
Click on sign-me (Bundesdruckerei).
Click on Edit sign-me account below.
Log in to sign-me with your data and click on Settings.
Click on Language and select English from the drop-down menu. Then click on Save .
Now click on Identification on the left and on cancel this identification to cancel the current identification.
Important: Now go back to d.velop sign and click on My settings and sign-me (Bundesdruckerei)at the top right.
Refresh the page (F5).
Click on Start new identificationbelow. You can now carry out the identification in English.
Register as an external recipient with sign-me (D-Trust)
How do I register as an external user with sign-me (D-Trust identification service)?
If you as an external user have been invited by e-mail to sign a document with sign-me (identification service of D-Trust), you must first identify yourself to sign-me.
Click on View & Sign in the e-mail.
Now click on the Signbutton.
Fill in the fields according to your ID card details, set a password and confirm this by selecting Register. You will then be automatically redirected to the sign-me page for identification.
Attention: If you already have a sign-me account, select You already have a sign-me account? and enter the e-mail address you use with sign-me in the field.
You will now be redirected to the sign-me page for identification. Instructions and further help with identification can be found here .
Help with the Video-Ident process
To start your Video-Ident with sign-me (identification service of D-Trust), you must first register with sin-me in your user settings. You can find instructions here.
What should I look out for if I want to identify myself via Video-Ident?
For the Video-Ident process, you need a PC or laptop with a camera and microphone or a smartphone or tablet, a stable internet connection, a cell phone to receive an SMS-TAN and a valid ID document. To avoid connection problems, we recommend starting the Ident process outside the company network.
If you require English identification, please change the language settings in sign-me first. You can find instructions here.
What do I do if my Video-Ident is interrupted?
First of all, please make sure that you have followed all the tips on Video-Ident described above, if possible.
Aborted identification with sign-me is mainly due to connection problems. Therefore, please switch off your VPN connection before starting the identification process.
If you start the identification process again, it is important that you do this from within d.velop sign. You can find instructions here.
Further functions
Find out here how to create a circulation template and use it for a new circulation, how to prepare a document with the signature wizard and how to make further settings (password protection, reminder function).
How can I create a circulation template in d.velop sign?
How can I use a created circulation template for a new circulation?
How can I prepare a document for my recipients using the signature wizard?
How can I specify additional settings for the signature circulation?
How can I create a circulation template in d.velop sign?
Prepare the document for signing as usual by clicking the Invite others to sign icon.
Select the desired signature level and the people who will sign the document, and specify a signature order if necessary.
Click Prepare fields or Skip preparing if you do not want to predefine fields.
After you have predefined fields, if necessary, you can make further settings for your recipients.
In the last step, before you send your document to the recipients for signing, you can save your signature circulation as a template.
Enter a name for your template and click on the Save icon next to the input field.
If you then click Start circulation, your current document will be sent and you can reuse the predefined fields for future signature circulations and start the signature circulation again with custom recipients or documents.
How can I use a created circulation template for a new circulation?
If you want to use a saved circulation template for a new signature circulation, you can proceed as follows:
Upload the document.
Click on the symbol Invite others to sign.
Activate the circulation templates and select the desired template.
You can then customize the circulation template to suit your needs and send it off.
How can I prepare a document for my recipients using the signature wizard?
Click the symbol Invite others to sign to start the process.
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Select the signature level your require.
Select the persons who are to sign the document.
If you click on user or e-mail address, users from your company will be suggested to you.
You can add external recipients by specifying their e-mail address. Click on User or e-mail address, enter the e-mail address of the recipient and confirm your entry with the ENTER key. A black E visually highlights external recipients.
If you want to specify a particular signature sequence, now click Consider signature sequence and arrange the recipients accordingly.
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Important: The next user only receives the document once the previous user has signed it, i.e. they can change the order of the following users at a later date.
Click on Prepare fields. If you do not want to predefine any fields, you can skip the next steps by clicking on SKIP PREPARATION.
Select the person for whom you want to pre-assign the fields under "Recipient" at the top left.
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On the right side, select whether the field you draw should contain a signature or free text. Then drag a rectangle on the document with the left mouse button.
Select whether filling in the field for the recipient is a mandatory field.
Click Confirm.
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Repeat this process for all required fields and recipients.
How can I specify additional settings for the signature circulation?
After entering the recipients, defining a signing sequence if desired and using the signature wizard, you will be taken to the page where you can make further settings for the signature circulation.
Do you want your recipients to be reminded to sign the document? Click Remind recipient automatically and select the appropriate period.
Do you not want the final signed document to be sent automatically to all recipients after all participants have signed it? - Deactivate the Automatically provide final signature function by moving the slider to the left.
You want to add a message to the recipients? Click on the message field and enter your text.
You want to add attachments to your signature circulation that are only informative but cannot be signed? Then click Upload attachments and select the appropriate files.
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Once you have made all the required settings, click NEXT. You are then taken to a summary page and can click Start circulation to perform the signature circulation.
External users
Sign document
The recipient of a shared document gets an e-mail notification. Click on View & Sign in the e-mail.
You gain access to the document and start the signing process from an internet-enabled device. If you are using a smartphone or tablet, please hold it horizontally in landscape format and use a browser other than Safari.
You will be guided through the signing process.
Select how you want to sign visually.
If a signature with the Bundesdruckerei (sign-me) is required, you will also be asked to register and identify yourself with sign-me. You can find instructions for this here.
Enter the required data (a text or your signature) on the right-hand side and fill in the predefined fields.
If no fields are predefined, please click on Sign and drag the signature field with the mouse to where you want to sign.
As soon as you are finished, end the process with Done.
For completed documents, the sender and the recipient receive a notification and access via e-mail. The document can then be archived or filed. d.velop sign does not provide for audit-proof long-term storage of the signed documents. This can be done with other products from d.velop.
Reject document
It can happen that the initiating person has addressed the document to be signed to the wrong person or that the details in the contract were not agreed, so that the signature request can be rejected by the participants in the signature circulation. The Reject button is now visible to the left of the contract.
Click on Reject to reject the signature request.
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2. If the person to be signed has rejected the signature request, they will receive a confirmation. In case of rejection, access rights are revoked and the document can no longer be signed.
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3. The rejecting person can write a reason in a predefined text field so that the initiating person can understand the rejection. The initiating person is automatically informed about the rejection of the signature request by e-mail.
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