1. Initial login and creation of the participant certificate

Every Doctag instance needs at minimum one participant certificate to work properly.

Log in with the access data provided during setup. Go to the settings and create the first participant certificate for a location. In order for your Doctag server to work, you need at least one participant certificate. A free certificate is included with DOCTAG/cloud. If you install DOCTAG/own on your own server, you will later have to pay for the certificates.

You will receive a registration letter by post, which serves to validate your address. As soon as you have carried out the steps mentioned in the letter, the certificate will be shown as valid in the portal and your Doctag server is ready for use. The next logical steps would be to create users and configure a workflow.