Now on the Approval menu on Mekari Sign you can directly process the approval submission process for documents that have been created and handle general internal approvals that do not always involve formal document signatures, such as budget requests, reimbursement requests, and operational approvals in the form of sending messages. Therefore, in the following stages, you will learn the approval submission process through document uploads and approval through sending messages (general internal approval). Here is the explanation.
A. Request Approval through Upload Document
- Log in to your Mekari Sign account, then select the Approvals menu.
- Then click the "Requests" tab, then select Requests.
- Next on the page, click the "My requests" tab, then click "Request approval".
- Then click "Upload document".
Quota usage will be reduced based on document type and usage
- You will then be directed to the document upload stage. The request approval workflow stages will be the same as for the PSrE and Global Sign document upload stages. Follow the instructions for uploading both types of documents.
- Then at the Add signers stage, submit Approval by clicking "Add approval workflow".
- You can add a new approval by selecting Manual or Template to select the approval that you have previously created.
- If you select Manual, you can determine whether all selected users must approve (All user(s) must approve) or only a few users can do it (Any user can approve). Then select the Users who will do the approval.
- If Approval has been done, click “Submit”.
B. Request Approval through Sending Message
- Log in to your Mekari Sign account, then select the Approvals menu.
- Then click the "Requests" tab, then select Requests.
- Next on the page, click the "My requests" tab, then click "Request approval".
- Then click “Send message”.
- This feature allows users to request approval from internal factors without using up quota.
- This feature is free to use but does not provide a digital certificate for approval.
- Then you will be directed to the following page. Fill in the Document name first.
- Then click "Add approval" to determine the approver.
- Select the approval type.
- If you choose the Manual approval type, you need to determine the Approval steps. To add a sequence that makes approvals, click "Add approval layer".
At each Approval step, you can also add approvers by clicking "Add approver".
- If you choose the Template settings approval type, you can directly select the Approval template.
- Then if all Approvals have been set, click “Save”.
- Then determine the Document type. Click "Change" to change the document type.
- Next, fill in the message you want to submit in the Message column.
- Then upload supporting files.
- Next, set the approval document delivery method.
The WhatsApp number used to send the document will be the number given by the user when creating the account. Make sure the number is correct and up to date.
- Then you can add other recipients who can only see this document.
- When all the data has been filled in, click "Send for approval".
- Then your approval submission will appear on the following page.
- Click “Actions” to be able to Cancelled, Resend, Share, Duplicate, Download, Export CSV, and Delete the request.
Cancel Request → Cancel the request and stop its progress.
Resend Request → Resend the notification to the Approver as a reminder.
Delete Request → Move the request to Trash.
Permanently Delete from Trash → Cancel the request if it is still ongoing.