How to Upload and Submit Electronic Documents on Mekari Sign

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Learning Center Mekari
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In Mekari Sign, you can upload, authorise and send it directly to relevant parties. You can find this feature in the Document menu. Here are the steps:

  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.

  3. Drag or click the "upload" icon to upload the document you want to authenticate.

    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. The successfully uploaded document will look like this and click "Next" to continue.
  5. Then you can choose  PSrE , if the document will choose a digital certificate from the Ministry of Communications or choose  Global Sign , if the document will choose a digital certificate that is recognized globally. Then click  "Next"  .

  6. Then, check the  Save new recipient data to Contact list  section to save new contact data if there is an email that is not yet registered in contacts, then enter the document recipient information.

  7. Select the action to be taken by the recipient of the document. Select  Needs to sign  for the action to sign and select  Receives a copy  to receive a copy.

    The order of signatories is determined based on the order you specify on the Who needs to sign? page, where later the party in the first order will get the email first. And after the first party signs the document, then the second party will get the document email and so on. 

  8. You can also click  "Optional fields"  to add other information in the form of  Company Job title , and  Address . Then, click  “Add me as a recipient”  to add you as a recipient and  “Add another recipient”  to add another recipient.

    You can click “Private Message” to add a private message to the recipient of the document.

  9. Click "Save as draft" to save the document as a draft and click "Next" to continue.
  10. 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.

  11. 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, a notification like this will appear, 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.
    image (9).png

  12. 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 paraf. Then place the signature or paraf 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.
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  13. 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.
  14. You can add Auto-fields by clicking on the fields you want and placing them in the desired position.

  15. 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.
  16. You can also add Standard Fields which contain information in the form of  Email, Phone number, Date, Currency, Numbers, Checkbox, Radio  and  Text  .
  17. Select the fields you want and place  the Standard fields  in the section you want.
  18. 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
  19. Tick the Show QR Code checkbox, to add a QR code to the document.
  20. Then the QR code will look like the following.
  21. Click "Save as draft" to save the document as a draft and click "Next" to continue.
  22. 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".
  23. Click "Save as draft" to save the document as a draft and click "Next" to continue.
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  24. Then, you will be directed to the review page, where you can view and double-check who will receive the document. You can click "Edit" to change the recipients 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.
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    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).

  25. Complete the subject field and the content of the email that will be sent to the document recipient.

    - All eSign documents that are not signed within 120 days will expire.
    - Tick Send automatic reminders, for the system to automatically send reminders to document recipients via email.

    - The send automatic reminders feature will send reminders via email 5 times, the first 3 reminders will be sent to email every 2 days. Then the 4th reminder will be sent 30 days before the document expires, and the last reminder will be sent 7 days before the document expires.

  26. Tick Set expiration date to set the contract expiration reminder and complete the Effective date and Expiration date information.

    The contract expiration reminder will be sent 3 times. The first reminder is 30 days before the contract expires, 7 days and the third reminder is 3 days before the contract expires.

  27. 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.
    41.png
  28. The following is the view after the document has been successfully sent.
    42.png
  29. And after that, the system will also send a notification email automatically to the recipient's email like this.