at Mekari Sign, you can upload, validate and send them directly to the relevant parties. Uploaded documents can be signed with the Global sign option, where the document has a globally recognized digital certificate.

1. Login to your Mekari Sign Account.
2. On the Document Menu, click "Upload document".
   
   

   - You can also upload documents through the eMeterai menu by clicking "Use eMeterai" and select New document.
   - Currently, there is a Bulk upload option if you want to upload a large number of documents.
   

3. Drag or click the "Browse" icon to upload the document you want to authenticate. At this stage, you can upload Single document, Merge document, and send multiple documents to one email (Multiple documents sent as one email) and different emails (Multiple documents sent as separate emails).
   
   

   - If there is the following icon, then you need to upgrade the package first to the Pro package to be able to access this feature.
   
   - You can upload documents in PDF, JPG, JPEG, DOC, and DOCX file formats. The maximum file size that can be uploaded is 25MB. As a suggestion, you can use the PDF file format, so that the arrangement of the contents of the uploaded document remains safe, and make sure that the document you upload does not have a password and other electronic certificates.

4. Click “Single document” to upload one document.
   
5. Then to merge documents, click “Merge documents”.
   
6. Then select the documents to be merged. The following pop up will appear. Click “Merge documents”, then click “Save”.
   
   

   You can also check ‘Save as default’ if you want to upload ‘Merge documents’ for each uploaded document.

7. In addition, you can also send multiple documents in one email by clicking “Multiple documents sent as one email”.
   
8. Then select the documents to be combined to be sent in 1 email. Next, the following pop up will appear. Click "Separate documents". Then click "Send as one email". Then click "Save".
9. In addition, you can also send multiple documents in different emails by clicking “Multiple documents sent as separate emails”.
   
10. Then select the documents to be combined to be sent in different emails. Next, the following pop up will appear. Click "Separate documents". Then click "Send as separated email". Then click "Save".
11. At the Upload document stage, there is an AI feature that will easily detect the type of document you are going to upload. In this case, you do not need to select the document type because the document has been selected by AI. Learn here to be able to activate it.
    
12. Then select the document type and click “Submit”.
    
13. Then select Global sign and click “Next”.
    
14. Then, check the Save new recipient data to Contact list section to save new contact data if there is an email that is not registered in the contacts, then enter the document recipient information.
    
15. Select the action that the recipient of the document will take. Select Needs to sign for the action need to sign and select Receives a copy to receive a copy.
    
    
    

    The order of signing is determined based on the order you specify on the Who needs to sign? This means that the party in first place will receive an email first. And after the first party signs the document, then the second party will receive an email of the document and so on.

16. You can also click on “Sending options” and slide the Send signing via Whatsapp toggle and enter the phone number registered on Whatsapp to send the document via Whatsapp.
    
17. Slide the Set passcode document toggle and enter the passcode, so that only interested parties can access the document.
    
18. Then click “Add another signer” if you want to add more than one ‘signer’. In addition, you can also click “Add others”. In this case, to add yourself as a ‘signer’ click “Add me as signer” and to add a ‘signer’ from the ‘group contact’ that has been created, click “Select from contact group”.
    
    

    - If you choose ‘Select from contact group’, the following display will appear. Check the toggle of the existing contact group, then click “Select”.
    
    - In addition to being able to add a Contact group via the ‘Contacts’ menu, you can also add it directly on this page by clicking the toggle on one of the ‘signers’, then selecting Actions and clicking “Create as contact group”.
    
    - Then, fill in the Group name and Description. Then click “Save”.
    

19. Next, you can apply approval to the uploaded document by clicking the "Add approval flow" button so that the document requires approval from the relevant parties.
    
20. You can add new approvals by selecting Manual or Template to select approvals that you have previously created.
    
21. If you choose Manual then you can determine whether all selected users must approve (All user(s) must approve) or only some users can do it (Any user can approve). Then select the Users who will approve.
    
22. If approval has been made, click "Submit".
23. Click "Save as draft" to save the document as a draft and click "Next" to continue.
    
24. To add an ematerai, click "eMeterai" and place the emeterai at the desired position.
    
    

    If you as the document creator will provide the eMeterai, make sure you have purchased the eMeterai in the eMeterai menu. However, if the eMeterai is provided by the Signer, you do not need to purchase or provide a eMeterai.

25. To add a Corporate Stamp, click “Stamp” and place the Stamp in the desired position.
    
    

    - For phase 1, users are required to include other information (signature, initials, or eMeterai) next to the Corporate Stamp in the document.
    - If not, the system will ask the document creator to include it and block the document creation process. This is necessary because the company stamp we currently have is actually an e-Seal, which has no identification power and is only treated as an image with a QR code to be certified with globalsign certification or Kominfo certification.
    - In addition, through eMeterai, other information is required that meets the requirements to be certified with either of the two.

26. Select the document type and tick Provided by document maker if the stamp is provided by the document maker.
    
    

    If you tick the tickbox Provided by document maker, so that the stamp duty quota is immediately deducted (the serial number has been generated systemically). If the document is void, the stamp duty quota cannot be returned.
    
    - However, if you don't check it, you will see the following pop-up notification when placing the eMeterai at the document signing step. And if you click "Set eMeterai" then the e-Meterai will be installed and the e-Meterai quota will be deducted.
    

27. To add a signature, you need to select the subject that will provide the signature first and select signature or select initials to add a initials (paraf). Then place the signature or initials position on the desired part.
    
    

    Important
    For information, if one or more of the signatories on the document has not been eKYC verified, the document creator will be informed that the document creator will be charged for the eKYC balance.
    

28. You can add  Auto-fields  in the form of  signed Data  ,  Name  and  Email  , according to what you added at the  Add signers  stage . Then, place  the Auto-fields  position in the section you want.
    
29. You can add Auto-fields by clicking on the fields you want and placing them in the desired position.
    
    
30. Next, you can set Auto-fields such as Formatting to a position in the settings on the right.
    

    Fields Name	Explanation
    Date signed	The date the document was signed. You can also change settings such as: Signer: Adjusts who the column is intended for. Formatting: Customize the font style (type, size, style and color). Date settings: To adjust the date settings. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.
    Name	To insert a name into a document. You can also change settings such as: Signer: Adjusts who the column is intended for. Formatting: Customize the font style (type, size, style and color). Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.
    Email	T o insert email into a document. You can also change settings such as: Signer: Adjusts who the column is intended for. Formatting: Customize the font style (type, size, style and color). Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.

31. You can also add Standard Fields which contain information in the form of  Email, Phone number, Date, Currency, Numbers, Checkbox, Radio  and  Text  .
    
32. Select the fields you want and place  the Standard fields  in the section you want.
    
33. Next, you can set Standard fields such as Formatting to a position in the settings on the right. 

    Fields Name	Explanation
    Email	To insert email into a document. You can also change settings such as: Signer: Customizes who the column is intended for. Formatting: Customize the font style (type, size, style and color). Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.
    Phone number	To insert a date into a document. You can also change settings such as: Signer: Customizes who the column is intended for. Formatting: Customize the font style (type, size, style and color). Validation: To adjust the country telephone number code. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.
    Date	To insert a date into a document. You can also change settings such as:  Signer: Customizes who the column is intended for. Formatting: Customize the font style (type, size, style and color). Date settings: To adjust the date settings. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.
    Currency	To insert currency into a document. You can also change settings such as: Signer: Customizes who the column is intended for. Formatting: Customize the font style (type, size, style and color). Currency settings: For currency settings and choosing the placement of symbols in currency. Number setting: You can choose to use commas or periods. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.
    Numbers	To insert numbers into a document. You can also change settings such as: Signer: Customizes who the column is intended for. Formatting: Customize the font style (type, size, style and color). Validation: To select this column, it will only be used for numbers, KTP or NPWP. Number format: To select the format for using numbers. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.
    Checkbox	To insert a checkbox into a document. You can also change settings such as: Signer: Customizes who the column is intended for. Formatting: Customize the font style (type, size, style and color). Validation: Select specific validation during input as required such as Select at least, Select at most, Select exactly or Select a range. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.  To set the value:  Toggle on will activate the display of values ​​in the document or vice versa. You can also set a value for each checkbox. To add a checkbox, click  “Add option”  . To select one or more checkboxes,  click   the check mark on each option.
    Radio	To insert the radio box into the document. You can also change settings such as: Signer: Customizes who the column is intended for. Formatting: Customize the font style (type, size, style and color). Radio button values: To add options. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip.  To add value: Toggle on will activate the display of values ​​in the document or vice versa. The first option will be selected by default. You can set values ​​for each radio. To add another radio, click  “Add option” . To select one or more radios, click  “check”  on each option.
    Text	To insert text into a document. You can also change settings such as: Signer: Customizes who the column is intended for. Formatting: Customize font style (type, size, style and color) Validation: Select certain validation during input as needed, such as numbers only, letters only, or none, as well as character limits. Placeholder text: Used as a placeholder or example to guide the user before filling it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over a field to see a tooltip

34. Tick the Show QR Code checkbox, to add a QR code to the document.
    
35. Then the QR code will look like the following.
    
36. On the top left, you can click the “comment” icon to add a comment to the document.
    
    

    Comments only appear on the Global Sign document type.

37. Click the “plus sign” icon to add a comment, place the bubble in the desired position and enter the comment in the available column, click “Post” to send the comment.
    
    

    Comments can be seen by the signatory when signing as follows.
    

38. Click "Save as draft" to save the document as a draft and click "Next" to continue.
    
39. If you want to change the document name, you can change it in the document name column and if you want to change the document storage location, you can click "Change".
    
40. Click "Save as draft" to save the document as a draft and click "Next" to continue.
    
41. Then, here you can see and double check who will receive and approve the document. You can click "Edit" to change the recipient of the document.
    
    
    

    For information, if one or more signatories on the document has not been eKYC verified and the document creator does not have sufficient eKYC quota or does not have a quota for documents/eSignature/eSignature, then the document creator cannot continue to submit documents. The document creator can click "Top Up" in the eKYC quota section and this top up process will be directly assisted by the Mekari Sign team. Please contact the Mekari Sign team here for the eKYC quota top up process.
    
    Please note that if the top up process is not done, you will not be able to proceed to the next point (explanation points no. 19 to 21).

42. Complete the subject field and the content of the email that will be sent to the document recipient.
    
43. Then, in document settings, click “Manage” to set the signing deadline for the document.
    
44. In the Set a deadline section, select Without deadline if you do not want to apply a deadline or With deadline if you want to apply a deadline to the document.
    
    

    If you select With deadline, select the document deadline time range.

45. In the Automatic reminder section, you can select how many days after the recipient receives the document to receive an automatic reminder via email.
    
    

    All Sign documents that are not signed within 120 days will expire.

46. Then slide the Set recurring reminder toggle, to apply how many times the reminder will be sent.
    
47. You can also click “Manage” in the Contract validity section to apply an expiration to the document.
    
48. Select the Effective date of the document and you can also choose whether you want to apply an expiration period to the document in the Document expiration section.
    
    

    - If you apply an expiration period to the document, then you can choose when the system can send a reminder to the recipient in the Send automatic reminder section.
    - And also choose who the reminder will be received by.

49. Slide the Download toggle, if the document can be downloaded by all recipients.
    
50. If all the information you want to include in the document is complete, you can click "Send document" to send the document to the recipient's email that you have registered or click "Save as draft" to save the document as a draft.
    
51. The following is the view after the document has been successfully sent.
    
52. And after that, the system will also send a notification email automatically to the recipient's email like this.
    

This is an explanation of how to upload and send documents on Mekari Sign.  Next, you can learn how to upload and submit electronic documents (PSrE), here.