Initial Login and Site Certificate
Every DOCTAG instance needs at least one site certificate to work properly in production.
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Sign in with setup credentials
Sign in to the portal using the credentials from setup.
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Create site certificate
Open settings and create the first site certificate for one location.
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Validate address
You will receive a registration letter by post. After completing the described steps, the certificate is shown as valid in the portal.
After that, typical next steps are creating users and configuring workflows.