At Mekari Sign, you can upload, validate and send them 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:
- Login to your Mekari Sign Account.
- On the Document menu, click "Upload document".
- You can also upload documents via the eMeterai menu by clicking "Use eMeterai" and selecting New document.
- Currently, there is a Bulk upload option if you want to upload a large number of documents. - Drag or click the "Browse" icon to upload the document you want to authenticate. At this stage, you can upload Single document, Merge document, and send multiple documents to one email (Multiple documents sent as one email) and different emails (Multiple documents sent as separate emails).
- If there is the following icon, then you need to upgrade the package first to the Pro package to be able to access this feature.
- 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 contents of the uploaded document remain safe, and make sure that the document you upload does not have a password and other electronic certificates. -
Click “Single document” to upload one document.
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Then to merge documents, click “Merge documents”.
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Then select the documents to be merged. The following pop up will appear. Click “Merge documents”, then click “Save”.
You can also check ‘Save as default’ if you want to upload ‘Merge documents’ for each uploaded document.
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In addition, you can also send multiple documents in one email by clicking “Multiple documents sent as one email”.
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Then select the documents to be combined to be sent in 1 email. Next, the following pop up will appear. Click "Separate documents". Then click "Send as one email". Then click "Save".
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In addition, you can also send multiple documents in different emails by clicking “Multiple documents sent as separate emails”.
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Then select the documents to be combined to be sent in different emails. Next, the following pop up will appear. Click "Separate documents". Then click "Send as separated email". Then click "Save".
- At the Upload document stage, there is an AI feature that will easily detect the type of document you are going to upload. In this case, you do not need to select the document type because the document has been selected by AI. Learn here to be able to activate it.
- Then select the document type and click “Submit”.
- Then select PSrE and click “Next”.
- Then, check the Save new recipient data to Contact list section to save new contact data if there is an email that is not registered in the contacts, then enter the document recipient information.
- Select the action that the recipient of the document will take. Select Needs to sign for the action need to sign and select Receives a copy to receive a copy.
The order of signing is determined based on the order you specify on the Who needs to sign? This means that the party in first place will receive an email first. And after the first party signs the document, then the second party will receive an email of the document and so on.
- You can also click on “Sending options” and slide the Send signing via Whatsapp toggle and enter the phone number registered on Whatsapp to send the document via Whatsapp.
- Toggle Send signing via WhatsApp can be activated if you subscribe to the Business and Enterprise packages.
- If you subscribe to the Starter and Pro packages, then you need to purchase Adds on. - Slide the Set passcode document toggle and enter the passcode, so that only interested parties can access the document.
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Then click “Add another signer” if you want to add more than one ‘signer’. In addition, you can also click “Add others”. In this case, to add yourself as a ‘signer’ click “Add me as signer” and to add a ‘signer’ from the ‘group contact’ that has been created, click “Select from contact group”.
- If you choose ‘Select from contact group’, the following display will appear. Check the toggle of the existing contact group, then click “Select”.
- In addition to being able to add a Contact group via the ‘Contacts’ menu, you can also add it directly on this page by clicking the toggle on one of the ‘signers’, then selecting Actions and clicking “Create as contact group”.
- Then, fill in the Group name and Description. Then click “Save”. - 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 party.
- You can add a new approval by selecting Manual or Template to select an approval you have previously created.
- If you choose Manual then you can determine whether all selected users must approve (All user(s) must approve) or only some users can do it (Any user can approve). Then select the Users who will do the approval.
- If approval has been done, click "Submit".
- Click "Save as draft" to save the document as a draft and click "Next" to continue.
- To add a stamp, click "eSeal" and place the stamp in the desired position.
If you as the document maker will provide a stamp, make sure you have purchased the stamp in the stamp menu. However, if the stamp is provided by the Signer, you do not need to buy or provide the stamp.
- Select the document type and check Provided by document maker if the stamp is provided by the document maker.
- If you check the Provided by document maker checkbox , a notification like this will appear, so that the stamp quota is immediately deducted (the serial number has been generated by the system). If the document is void, the stamp quota cannot be returned.
- However, if you do not check it, you will see the following notification pop up when placing the eMeterai during the document signing stage. And if you click "Set eMeterai" then the stamp will be installed and the stamp quota will be deducted. - To add a signature, select signature or select initials to add initials. Then place the signature or initials position in the desired section.
Important
For information, if one or more signatories on the document have not been eKYC verified, the document creator will receive information that the document creator will be charged for the eKYC balance. - Check the Show QR Code checkbox, to add a QR code to the document.
- Then the QR code will look like this.
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If you want to add custom fields, you can click the "Star" icon then click "+" or "Create".
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Then, a sidebar will appear containing a 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 Select one of the field types, namely Text, Email, Currency, Phone number, Date, and so on. Then, complete the format settings and Text settings of the Custom Field.
When you select a custom field type, you must specify advanced settings related to that type, for example Currency, then you can select the format as follows:
- Meta options: Check to enable Meta options.
- Font type: Select the font type.
- Font size: Select the font size, boldness, italics, or underline. Then, determine the font color.
- Context text: Fill with the custom field content text if needed.
- Lock content text: Click to lock the content text.
- Placeholder text: Fill with the custom field label as a marker.
- Helper tooltip: Fill with an instruction for the custom field if needed. - Then, you can place the custom field in the part you want in the document.
- Click “Save” to save the custom field.
- Click "Save as draft" to save the document as a draft and click "Next" to continue.
- If you want to change the document name, you can change it in the document name column and click "Next" to continue.
- Then, here you can see and recheck who will receive the document. You can click "Edit" to change the recipient of the document.
For your information, if one or more signatories on the document have not been eKYC verified and the document creator does not have sufficient eKYC quota or does not have a quota for documents/eSignature/eMeterai, then the document creator cannot continue to send the document 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.
Please note, if the top-up process is not carried out, then you cannot proceed to the next point (explanation points no. 19 to 21).
- Complete the subject field and fill in the email that will be sent to the document recipient.
- All Sign documents that are not signed within 120 days will expire.
- Then in document settings, click “Manage” to set the signing deadline for the document. - 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, select the document deadline time range.
- In the Automatic reminder section, you can select how many days after the recipient receives the document to receive an automatic reminder via email.
All Sign documents that are not signed within 120 days will expire.
- Then slide the Set recurring reminder toggle, to apply how many times the reminder will be sent.
- You can also click “Manage” in the Contract validity section to apply an expiration to the document.
- Select the Effective date of the document and you can also choose whether you want to apply an expiration period to the document in the Document expiration section.
- If you apply an expiration period to the document, then you can choose when the system can send a reminder to the recipient in the Send automatic reminder section.
- And also choose who the reminder will be received by. - Slide the Download toggle, if the document can be downloaded by all recipients.
- 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.
- Here is the display after the document has been successfully sent.
- And after that, the system will also automatically send a notification email to the recipient's email like this.
This is an explanation of how to upload and send documents on Mekari Sign. Next, learn how to upload and send electronic documents (Global Sign), here.