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.
- 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.
- If the Bulk upload add on is installed, you can go to the Document menu and select All inboxes.
- 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.
- Then enter the group name of the document (if needed).
The group name has been given automatically, but you can still change or add to the existing one.
- 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.
- Select the desired document type.
- Next, 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.
- Click “Next” to continue.
- Next, add a recipient list for each document entered based on the previously determined signer and receive copy.
- If the signer on all documents is the same, then you can click the "three dots" then select Apply to other documents.
- If all documents have been uploaded, a tab will appear at the top of the page.
- You can also add sign fields and e-Sellions (if any) to other documents by clicking on one of the Signature Fields/Auto Fields, then clicking “Apply”.
- Placement of field sign or eSeal 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/stamp/automatic field is placed on the 2nd page in file A, then the sign/stamp/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-Setting, you can tick Provided by document maker. - Click “Next” to continue.
- Then, fill in the file name and select a folder for you to save the document. Then click "Next" to continue.
- 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/eSettings, 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. - A pop-up like this will appear if the document has been sent. Click "Ok, Got it" to continue.
- 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".
- 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-Stamp, then the e-Stamp will be immediately stamped on all documents that require an e-Stamp.