Initial Login and Site Certificate

Every DOCTAG instance needs at least one site certificate to work properly in production.

  1. Sign in with setup credentials

    Sign in to the portal using the credentials from setup.

  2. Create site certificate

    Open settings and create the first site certificate for one location.

  3. 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.