You can upload documents in bulk (up to 15) using the Bulk upload feature in Mekari Sign. But beforehand, make sure you have your account installed with Add On Bulk Upload, before uploading documents in bulk. This feature is free for users with the Business package. For users with the Pro package, please contact sales to subscribe to this feature. And for users with the Starter package, upgrade your package to Pro and contact sales for the additional fee.

For more details, here's how to use the Bulk Upload feature in Mekari Sign.

1. If you haven't installed the Bulk Upload Add On, you can first install it on your Mekari Sign account. Click "Get Consultation" to get a consultation regarding the add on feature.
   
2. If the Bulk upload add on is installed, you can go to the Document menu and select All inboxes.
   
3. Then click “down arrow” next to Upload document and select Bulk Upload.
   
   

   - If you haven't installed the bulk upload add on, an "Upgrade" icon will appear next to the words bulk upload. And when clicked, you will be directed to the first page of Mekari Sign.
   
   - In addition, discover the entire process of submitting PSrE and Global Sign documents.

4. Drag your document in the box, or click “Browse” or drag and drop the document to be uploaded to select the document directly.
   
   

   A maximum of 15 documents for one upload, with a maximum size of 25 MB.

5. If you select multiple documents, the following pop up will appear to specify the Merge options for the documents you have uploaded.
   

   
   

   - If you select “Merge documents”, all documents will be processed and combined into 1 (one) file.
   
   - If you select "Separate documents", each document will be processed separately. You can also specify whether all documents will be sent using one email or separate emails.
   
   - You can also check ‘Save as default’ if you want to upload ‘Merge documents’ for each uploaded document.
   

6. Select the desired document type.
   
7. Then, you can enable or disable the Signature Frame toggle. 
   
   

   - If the toggle is enabled, the Mekari Sign logo will appear on the signer's side when signing the document.
   
   - If the toggle is disabled, the Mekari Sign logo will not appear.

8. Then, you can view the settings previously set in point 5. If you want to make changes, select the "Manage" button, then repeat the steps in point 5.
   

   

9. Next, you can also enter a Group Name if needed. This field will be filled in automatically, but you can still change or add a Group Name to the existing one.
   
10. In the "Document compliance" option, you can select PSrE if you want the document to have a digital certificate from the Ministry of Communications or select Global Sign if you want the document to have a globally recognized digital certificate.
    
11. Click “Next” to continue.
12. Next, add a recipient list for each document you input based on the previously defined signers and recipients. Enter the full name, email address, and the action you want the recipient to take.
    

    - In this case, you can save the contact list and create a contact group by checking the recipient's name and then activating the 'Save new recipient data to Contact List' toggle.
    
    - To set the signing order, check the recipient's name and then activate the 'Set the signing order' toggle.
    
    - You can also remove multiple recipients directly by checking the recipient's name, then clicking "Actions" as shown in the following screen, and then clicking "Remove recipients".
    

13. Next, to add another signer, click "Add another signer" or "Add others".
    
    

    If you select "Add others", you can add yourself as a signer or select a group of signers based on a previously created contact group.
    

14. If the signer on all documents is the same, then you can click the "three dots" then select Apply to other documents.
    
15. Then, you can set the Approval flow by clicking "Add approval flow".
    
    
16. The following panel will appear, allowing you to set the Approval type.
    
17. If you select Manual, you will need to set the Approval step manually. Select the Approvers type and the Approver name, then click "Submit".
    
    

    - For the Approvers type, you can select that all Approvers must approve by clicking "All user(s) must approve", or that multiple Approvers can approve by clicking "Any user can approve".
    - You can also add more than one approval layer by clicking "Add layer".
    

18. If you select the Template Approval type, you only need to specify the Approval name from the provided fields. The Layer and Approvers data will automatically appear, as shown in the following screen. Click "Submit" to continue".
    
    

    First, you can set the Approval name by going to the Approvals menu, then selecting the Settings tab. Then click "Create".
    

19. The Approvers will appear in the following screen.
    

20. You can also apply the Approval List to multiple documents by clicking "Actions" and then selecting "Apply to other document(s)".
    

21. Once all documents have been uploaded, a tab will appear at the top of the page. Here, you can also check the following toggle in the Document section to show the QR code on the document.
    

22. You can also add sign fields and e-Meterai (if any) to other documents by clicking on one of the Signature Fields/Auto Fields, then clicking “Apply”.
    
    

    - Placement of field sign or e-Meterai on all documents is determined based on coordinate points. However, if you upload a document with a different number of pages and the field is placed on a page that is not owned by other documents, then the field will only appear in that document.
    Example:
    File A, consists of 2 pages
    File B, consists of 1 page
    So, if the sign/e-Meterai/automatic field is placed on the 2nd page in file A, then the sign/-e-Meterai/automatic field will not be inputted to file B, because file B does not have a 2nd page.
    - If you are a document maker and want to provide an e-Meterai, you can tick Provided by document maker.
    
    

23. After placing a field on a page, you can also duplicate the signature field to another document by clicking the downward-facing triangle icon in the Copy to this page section, then selecting "Other document(s)", as shown below.
    

24. The signature field panel will then appear. Specify the document name and signer to apply the duplicated field. Then, click "Apply".
    
25. The duplicated signature field will then appear as shown below.
    
26. Click “Next” to continue.
27. Then, fill in the file name and select a folder for you to save the document. Then click "Next" to continue.
    
28. The last stage, review the documents that will be sent for signature. If it is appropriate, you can click "Send Document" to send the document.
    
    

    For information, if one or more of the signatories on the document have not been verified by eKYC and the document maker does not have sufficient eKYC quota or does not have quota for documents/eSignature/e-Meterai, then the document maker cannot continue sending the document. Document makers can click "Top Up" in the eKYC quota section and the top up process will be immediately assisted by the Mekari Sign team. Please contact the Mekari Sign team here for the eKYC quota top up process.
    
    It should be noted, if the top up process is not carried out, you cannot continue to the next point.

29. In the Document settings section, you can set the signing deadline by clicking "Manage".
    
30. Then, determine whether or not you want your document signing process to require a deadline.
    
31. If the signing process requires a deadline, set a deadline for the signer to sign.
    
32. You can also set an automatic reminder for the signer.
    
33. Furthermore, you can set the document recipient to receive recurring reminders by activating the "Set recurring reminder" toggle.
    
34. You can also activate the "Save this setting for the next upload" toggle to save the document settings for the next upload.
    
35. Then, click "Save".
    
36. In addition to setting the signing deadline, you can also set the contract validity by clicking "Manage".
    
37. Next, set the document expiration date after the signer signs. You can set the Effective date, Document expiration, Send automatic reminder, and Notify recipients.
    
    

    You can also activate the "Set recurring reminder" toggle to send recurring reminder.

38. You can also enable the "Save this setting for the next upload" toggle to save the document settings for future uploads.
    

39. Then click "Save changes".
    

40. Once everything is correct, click "Send all documents" to send the document.
    

41. A pop-up like this will appear if the document has been sent. Click "Ok, Got it" to continue. 
    

17. Next, the document you have sent will appear on the All Inbox page. And to see the details of the document you can click "document name" or "View Details".
    
18. Here you can also see whether the document has been signed or not based on the status.
    
    
    

    - If the document creator has a role as one of the signatories, then the signature of the document creator will be immediately filled in all documents that require the signature of the document creator.
    - If the document maker is also the party who affixes the e-Meterai, then the e-Meterai will be immediately stamped on all documents that require an e-Meterai.

This concludes the explanation on how to use the bulk upload feature in Mekari Sign. Next, learn how to sign documents in bulk here.