In Mekari Sign, you can create document templates. You can use this template to sign documents that have the same writing template without having to create documents repeatedly, making it easier for you to manage documents. Here are the steps:
- Enter the Template menu.
- To create a template, you can click “Create template”.
- Then, click “Browse” to upload a file. And click “Next” to continue.
- Check "Sign using global signature...", if you want to sign the document with a globally recognized certificate. Then click "Next".
- Click “Add signer” to add a signer.
- Then the Add signer pop-up will appear, here you can enter the role of the signer/recipient of the document. For example, power of attorney, legal representatives, and so on.
- You can also add another signer by clicking “Add another signer”.
- You can add up to 25 signers. - Select the action to be performed by the signer/recipient of the document. Select Needs to sign for the need to sign action and select Receives a copy to receive a document copy.
- Then, click “Save”.
- To add a signature/initials/eMaterai, you need to first select the role that will provide the signature/initials/eMaterai.
- Then select the type of signature (signature/initials) you want to give and place the position of the signature/initials in the desired section.
- You can add Auto-fields in the form of Data signed, Name, Email and Company.
Fields Name Explanation Date signed The date the document was signed. Name To insert a name into a document. Email To insert email into a document. Company To insert a company name into a document. - Next, you can set Auto-fields such as font size in the settings on the right.
- You can also add Standard Fields which contain information in the form of Email, Phone number, Date, Currency, Numbers, Checkbox, Radio and Text.
- Select fields and place the Standard fields position in the section you want.
- You can also set the selected Standard Fields 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
- Then, click "Next" to go to the next page.
- Enter the template name in the Template name column.
- Select the document category in the Document category column.
- And select the folder where you will save the document.
- Then, click “Next”.
- Review the document template information that you have created and if there is a discrepancy, click “Edit”.
- Then enter the subject and email message in the fields provided. This subject and email message will be applied when the template is used for document creation, in the Review and save stage.
- Checklist “Send automatic reminders” if you want the recipient of the email to get a reminder about the letter to be signed.
- The send automatic reminders feature will send reminders via email 5 times, namely the first 3 reminders will be sent via 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.
- The reminder will run when the template has been made into a document and is ready to be sent. - If everything is correct, click “Create template”.
- Then the template has been successfully created.
- You can click “Actions” to perform actions on document templates.
- Create document: Create and send document
- Preview template: See a preview of the created template.
- Edit: Edit the template.
- Move: Move template to other folder.
- Delete: Delete template