How to Upload and Send Electronic Documents (PSrE) on Mekari Sign

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Learning Center Mekari
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On Mekari Sign, you can upload, authenticate, and send documents directly to the relevant parties. Uploaded documents can be signed with the PSrE option, where the document has a digital certificate recognized by the Ministry of Communication.

Here are the steps:

  1. Log in to your Mekari Sign account.

  2. In the Document menu, click "Upload document".

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

  3. Drag or click the "Browse" icon to upload the document you want to authenticate. At this stage, you can upload a Single document, merge documents (Merge document), and send multiple documents to one email (Multiple documents sent as one email) as well as different emails (Multiple documents sent as separate emails).
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    - If the following icon appears, you need to upgrade your package first to the Pro package to access that feature.

    - You can upload documents in PDF, JPG, JPEG, DOC, and DOCX file formats. The maximum file size you can upload is 25 MB. As a suggestion, you can use PDF file format, so the layout of the uploaded document remains secure, and make sure the document you upload does not have a password or 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. A pop-up will appear. Click “Merge documents”, then click “Save”.

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

  7. Additionally, you can send multiple documents in 1 email by clicking “Multiple documents sent as one email”.

  8. Then select the documents to be merged to be sent in 1 email. A pop-up will appear. You can click “Merge documents” to combine the documents into one file, or you can click "Separate documents” to separate the documents to be uploaded. If you choose ‘Separate documents’, click “Send as one email” to send those documents in 1 email. Then click “Save”.

  9. Additionally, you can send multiple documents in different emails by clicking “Multiple documents sent as separate emails”.

  10. Then, select the documents to be merged to be sent in different emails. You can click “Merge documents” to combine the documents into one file, or you can click "Separate documents” to separate the documents to be uploaded. If you choose to send documents separately, then click “Separate documents”, then click “Send as separated email” to send those documents in separate emails. Then click “Save”.

  11. At the Upload document stage, there is an AI feature that easily detects the type of document you want to upload. In this case, you do not need to select the document type because the document type is already selected by AI. Learn more here to activate it.
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  12. To change the document type, you can click on one of the document descriptions.

  13. Then select the document type and click “Submit”.

  14. Then you can enable or disable the toggle for Signature frame

     

    - If the toggle is enabled, the Mekari Sign logo will appear on the signer's side during document signing.

    - If the toggle is disabled, the Mekari Sign logo will not appear.

  15. Then you can see the settings previously configured in point 8. If you want to make changes, select the “Manage” button, then repeat the steps in point 8.

  16. Next, you can also input a Group Name if needed. This field will be filled automatically, but you can still change or add a Group Name from the existing ones.

  17. Then select PSrE and click “Next”.

  18. Then, check the Save new recipient data to Contact list to save new contact data if there is an email not registered in contacts, then enter the recipient's information.
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  19. Select the action the document recipient will take. Choose Needs to sign if you require that role to sign, and choose Receives a copy to receive a copy.
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    The signing order is determined based on the order you specify on the Who needs to sign? page, where the first party will receive the email first. After the first party signs the document, the second party will receive the email, and so on. 

  20. You can also click “Sending options” and toggle Send signing via WhatsApp and enter the phone number registered on WhatsApp to send the document via WhatsApp.

    - Click the ‘flag icon’ to change the Country code if you are an International recipient.

    - Each message sent will incur a fee based on the recipient's country.
    - The toggle Send signing via WhatsApp can be enabled if you subscribe to the Business and Enterprise plans.
    - If you subscribe to the Starter and Pro plans, you need to add Add-ons.

  21. After adding other signers (add another signer), you can toggle “Set the signing order” to apply the signing order where Step 1 is the person who must sign the document first, and Step 2 can sign after Step 1 is completed.

    - Click “+Add signer” to add another signer at the same step.
    - Signers at Step 1 can sign the document simultaneously, and step 2 can sign after users in Step 1 finish signing.

  22. Toggle Set passcode document and enter a passcode so that only authorized parties can access the document.
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  23. Then click “Add another signer” if you want to add more than one signer. You can also click “Add others”. To add yourself as a signer, click “Add me as signer”, and to add signers from an existing contact group, click “Select from contact group”.

     

    - If you choose ‘Select from contact group’, the following view will appear. Toggle the existing contact group, then select “Select”.

    - Besides adding Contact groups via the ‘Contacts’ menu, you can also add them directly on this page by toggling one signer, then selecting Actions and clicking “Create as contact group”.

    - Then, fill in the Group name and Description. Then click “Save”.

  24. 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.

  25. You can add new approval by selecting Manual or Template to choose an approval you have created previously.

  26. If you choose Manual, you can determine whether all selected users must approve (All user(s) must approve) or only some users can approve (Any user can approve). Then select the users who will approve.

  27. Once the approval is done, click “Submit”.

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

  29. To add eMeterai, click "eMeterai" and place the eMeterai at the desired position.

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

  30. Select the document type and check Provided by document maker if the eMeterai is provided by the document creator.

    - If you check the Provided by document maker checkbox, the following notification will appear, so the eMeterai quota will be deducted immediately (the serial number is generated automatically by the system). Even if the document is voided, the eMeterai quota cannot be returned.

    - However, if you do not check it, you will see the following pop-up notification when placing the eMeterai during the document signing stage. If you click "Set eMeterai", the eMeterai will be applied and the eMeterai quota will be deducted.

  31. To add a signature, select signature or select initials to add initials. Then place the signature or initials at the desired location.

    Important
    As information, if one or more signers on the document have not been eKYC verified, the document creator will be informed that they will be charged for the eKYC balance.
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  32. Check the Show QR Code checkbox to add a QR code to the document.

  33. The QR code will appear as follows.

  34. If you want to add custom fields, you can click the “Star” icon then click “+” or “Create”.

  35. A sidebar will appear containing the custom field settings form that you need to complete.

    No. Column Name Description
    1 Name Fill in the name of the custom field you want to create.
    2 Type

    Choose one field type, such as Text, Email, Currency, Phone number, Date, and others. Then complete the format settings and Text setting for the Custom Field.

    When you select a custom field type, you must configure advanced settings related to that type. For example, for Currency, you can select the format as follows:

    - Meta options: Check to activate Meta options.
    - Font type: Choose the font type.
    - Font size: Choose font size, weight, italic, or underline. Then select the font color.
    - Context text: Fill in the content text of the custom field if needed.
    - Lock content text: Click to lock the content text.
    - Placeholder text: Fill in the custom field label as a marker.
    - Helper tooltip: Fill in an instruction for the custom field if needed.

  36. Then, you can place the custom field where you want it in the document.

  37. Click “Save” to save the custom field.

  38. You can also add AI Auto annotations, which allow you to automatically place annotation locations (eSignature/Initial/eMeterai).
  39. Click "Save as draft" to save the document as a draft and click "Next" to continue.

  40. If you want to change the document name, you can change it in the document name field and click "Next" to continue.

  41. Here you can review and check who will receive the document. You can click "Edit" to change the document recipients.

    As information, if one or more signers on the document have not been eKYC verified and the document creator does not have sufficient eKYC quota or quota for documents/eSignature/eMeterai, the document creator cannot proceed to send the document. The document creator can click “Top Up” in the eKYC quota section, and this top-up process will be assisted directly 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, if the top-up process is not done, then you cannot proceed to the next steps (explanation points no. 19 to 21).

  42. Complete the subject and email content to be sent to the document recipients.

  43. Also add Tags if needed. Tags will make it easier for you to filter/search documents.

    - All unsigned Sign documents will expire after 120 days.
    - Then in document settings, click “Manage” to set the signing deadline on 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, choose the document deadline time range.

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

  46. Then toggle Set recurring reminder to apply how many times the reminder will be sent.

  47. You can also click “Manage” in the Contract validity section to apply a validity period to the document.

  48. Select the Effective date of the document, and you can also choose whether to apply an expiration period to the document in the Document expiration section.

    - If you apply a validity period to the document, you can select when the system will send reminders to recipients in the Send automatic reminder section.
    - Also select who will receive the reminders.

  49. Toggle Download if the document can be downloaded by all recipients.

  50. If all information to be included in the document is complete, you can click "Send document" to send the document to the registered recipient emails or click "Save as draft" to save the document as a draft.

  51. You can also schedule the document sending by clicking the “down arrow” then selecting Schedule send.

  52. Select the scheduled sending time and click “Set schedule” to send.

     

    Scheduled documents will appear in the Schedule tab.

  53. This is the view after the document has been successfully sent.
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  54. After that, the system will also automatically send a notification email to the document recipient like this.

     

That is the explanation of how to upload and send documents on Mekari Sign. Next, learn how to upload and send electronic documents (Global Sign), here.