To help you quickly find the right answers to your questions about FP Sign for Datev, we have summarised the most important information for you. Simply click on a question to display the answer - we will be happy to help you!
If your question is not answered here, you can conveniently create a service ticket at any time via this portal - our support team will be happy to take care of your request.
FP Sign for DATEV - Why can't I select some master data as a signature recipient?
Only data records for which at least the first name, surname and e-mail address are stored in the master data can be selected.
FP Sign for DATEV - Why are not all signature options displayed?
The FP Sign DATEV DMS Connector checks the data and only allows the signature options that are possible on the basis of this data.
If, for example, no telephone number is stored in the master data and also in FP Sign, no options are displayed that include a MobileTAN.
If a participant has configured the QES in their FP Sign account, the qualified remote signature is also displayed, etc.
FP Sign for DATEV - Why is the status not updated in the DATEV DMS?
Please check the following points:
- Open the FP Sign DATEV Connector settings and check whether the status is set under DMS Status
- If the configured status is permitted as a follow-up status to the current document status
- What is the status of the signature request within the FP Sign DATEV Connector under the overview of processes? It may help to click on Update or refresh processes. If this does not help either, please contact us with your log files. The storage location can be opened via the configuration (Logs).
FP Sign for DATEV - Can the FP Sign DATEV Connector be used with DATEVasp and PARTNERasp?
Yes, our interface can be installed and used with DATEVasp and PARTNERasp.
Your DATEV ASP contacts are also available for this purpose.
FP Sign for DATEV - Can the FP Sign DATEV Connector be used with DATEV-SmartIT?
Yes, it is possible to use the FP Sign DATEV Connector with DATEV-SmartIT.
Talk to your DATEV contact person so that the interface can also be installed in your organisation.
FP Sign for DATEV - Are further interfaces required for use with DATEV?
DATEVconnect (free of charge) is required for the path to FP Sign. DATEVconnect DMS (chargeable) is required for the path from FP Sign back to DATEV.
The interface can be ordered via the DATEV Shop.
FP Sign for DATEV - How does the DATEV DMS connection work?
The DATEV connection transfers the documents and master data directly from the DMS via DATEVconnect to FP Sign, where they are processed further.
Once the signature process is complete, FP Sign transfers the documents back to the DATEV DMS.
FP Sign for DATEV - How does authentication on the DATEV system work?
Authentication is carried out using NTLM (domain logon).
FP Sign for DATEV - Where does DATEVconnect have to be installed in my server infrastructure?
The best way to do this is to follow the DATEV instructions. Here you will find all information about the installation and setup of DATEVconnect.
To retrieve documents from the DATEV DMS, you need DATEVconnect and DATEVconnect Document Management. You can find this in the DATEV Marketplace.
After installation, the FP Sign DATEV Connector can connect to DATEVconnect.
FP Sign for DATEV - Are there best practice examples presented by real tax consultants?
For example, FP Sign was a guest on the podcast by Meisterkanzlei Lang. You can also find lots of useful information about our FP Sign DATEV Connector on the DATEV marketplace.
In our exclusive and free webinar for tax consultants and auditors, you can get a live insight into our solution together with many other interested parties.
FP Sign for DATEV - I have ordered an add-on, but the FP Sign DATEV Connector does not show it yet. What do I do now?
The FP Sign DATEV Connector licence check takes place every few minutes.
Wait approx. 15 minutes and then restart the FP Sign DATEV Connector.
FP Sign for DATEV - Will settings previously used in the demo disappear?
No, if the demo expires, all previous settings will be retained and reactivated when the licence is booked.
FP Sign for DATEV - What is the procedure for the additional content for the Starter and Pro Bundle?
After booking, you will receive all the information we need for the realisation in your order confirmation.
We will also send you forms to request key data such as colour, logo design, etc.
The contents of our FP Sign for DATEV bundles can be found on our page for tax consultants.
FP Sign for DATEV - How is the FP Sign DATEV Connector licensed and how do I obtain it?
The FP Sign DATEV Connector is included free of charge in each of our DATEV bundles.
You will receive all information about the receipt of our FP Sign DATEV Connector in your order confirmation.
You can find an overview of our FP Sign for DATEV bundles on our page for tax consultants.
FP Sign for DATEV - Is there an example of how a document is extracted from DATEV DMS and then sent?
In our exclusive and free webinar, we will show you live how to use the FP Sign DATEV Connector.
FP Sign for DATEV - Is it also possible to integrate the e-mail server with DATEVasp?
Yes, the FP Sign DATEV Connector also enables the email server to be integrated with DATEVasp. In this case, emails are usually sent via a so-called SPF record.
FP Sign for DATEV - Can FP Sign also be used without DATEV DMS?
Yes, FP Sign is a cloud software hosted as a SaaS solution. For example, FP Sign can be integrated into your leading specialist software via REST API, similar to the FP Sign DATEV Connector (the interface from FP Sign to DATEV DMS).
FP Sign for DATEV - Does FP Sign also need to be configured?
The FP Sign DATEV Connector only requires an FP Sign account with a booked tax consultant bundle and the "Workflow creator" right.
The bundle is available on our website and you can manage the authorisation in FP Sign Administration.
FP Sign for DATEV - Does the server/computer have to be restarted during installation?
No, a restart is only necessary if other users are currently logged on to the system.
FP Sign for DATEV - Do I still need to configure the connection to the DATEV server after installation?
Yes, the FP Sign DATEV Connector must be connected to DATEVconnect.
You can configure this via the Windows Start menu under "FP Sign DATEV Connector".
FP Sign for DATEV - What criteria are used to select law firm employees for FP Sign when transferring from the DATEV DMS?
Within the client, law firm employees are determined on the basis of the responsibilities assigned in the DATEV master data.
You can then select the master data as the signature recipient. Employees who are not assigned to the client are not displayed in the selection, but can be added manually before starting the FP Sign workflow.
FP Sign for DATEV - Are the documents stored in the DATEV DMS again after signing?
Yes, the sent requests and signed documents are always stored in the DATEV DMS as the latest version. The signed file is therefore also archived directly in your DMS.
The original document can be viewed or restored in the revision history in DATEV DMS (right-click on the document).
FP Sign for DATEV - How are new versions of the FP Sign DATEV Connector distributed?
The latest version of the FP Sign DATEV Connector is available in several ways:
- We inform our customers in advance in the FP Sign newsletter about the latest information and updates and when a release is imminent
- The FP Sign DATEV Connector has an update function. If an update is available, users receive a Windows notification and a message in the programme.
- You can also download the latest version of the FP Sign DATEV Connector from our website.
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