How to Create a Group Contact via the Mekari Sign Contact Menu

Article author
Zendesk Admin
  • Updated

Now there is a 'Group contact' feature that will make it easier for you to add pre-defined recipient groups to documents automatically, making the process of setting up signers more efficient. This feature will help you configure recipient details, roles, and additional settings (such as WhatsApp numbers, addresses, etc.) every time a document is sent automatically. Before you can implement 'Group contact' when 'Uploading Document', you need to create a contact group first. See the steps below.

  1. Log in to your Mekari Sign account, then select the Contacts menu.
  2. Then click "Group contact".
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  3. Next, click “Create Group”.
  4. Next, fill in the Group name and Description.
  5. Then determine the Group members by filling in the Full name, Email, and click “Needs to sign” if you need the role to sign or “Receive a copy” to receive a copy.

    You can add yourself as a member by clicking “Add me as member” or add another member by clicking “Add another member”.

  6. If all the data has been filled in, click “Create”.
  7. Then the group that has been created will appear on the main Group contacts page.
  8. You can also send documents from the Group contact page which will automatically open the Upload document page.
  9. On the following page, you can also re-edit the data in the Contact Group by clicking “Actions” then selecting “Edit”.
  10. Additionally, to delete a Group, you can click “Actions” then select “Delete”.

That's the explanation of how to create a Contact Group on Mekari Sign. Also learn about how to add contacts here.