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.
- Drag or click the "upload" icon to upload the document you want to authenticate.
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.
- 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 “Delivery options” and slide the Send signing via Whatsapp toggle and enter the phone number registered on Whatsapp to send the document via Whatsapp.
- Slide the Set passcode document toggle and enter the passcode, so that only interested parties can access the document.
- 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.
- 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.
- Check Send automatic reminders , for the system to automatically send reminders to the document recipient via email.
- The send automatic reminders feature will send reminders via email 5 times , namely the first 3 reminders will be sent to 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. - Check Set expiration date to set a reminder for the expiration of the contract and complete the Effective date and Expiration date information.
The expiration reminder will be sent 3 times. The first reminder is 30 days before the contract expires, 7 days and the third reminder is 3 days before the contract expires.
- 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.