On Mekari Sign you can upload contracts related to companies and employees. This feature can help legal, HR, and operational teams track contract activities after signing. Here are the steps to upload contracts on Mekari Sign.
- Go to the Contracts menu.
- In the right corner, click the “Upload contract” button.
Important
You can click here to learn more fully about the steps for creating documents in Mekari Sign.
- Click “Browse” to select the file to upload or you can also select a file from the cloud storage connected to your Mekari Sign account and click “Next” to continue.
Click here to learn how to connect Mekari Sign to cloud storage.
- Next, enter the name and email of the person who will sign or receive the document. You can also slide the toggle Save new recipients to contact list, if you want to save the contact of that person.
- And choose whether the person will sign the contract or just receive a copy of the contract.
- You can also add other signers by clicking "Add another signer".
- Click "Add others", then select Add me as signer if you want to add yourself as a signer or select Select from contact group to select from previously created contact groups. - If the contract requires approval, you can set it by clicking “Add approval flow”. And click “Next”.
- Next, you will enter the Place fields page. Here, you can place the Signature fields (Signature, Initials, Stamp, eMeterai) in the desired position.
- If all the required fields have been placed in the document, you can click “Next”.
- On the next page, you can change the document name, change the folder where the document is saved and share the document with interested parties. If everything is correct, click “Next”.
- Finally, you can double check the recipients and signatories of the contract document created. And you can also add the subject and content of the email to be sent.
- You can add a signing deadline by clicking “Manage”.
- You can also click “Manage” in the Contract validity section to apply expiration to the document.
- Slide the toggle Download if the recipient can download the contract document. And click “Send document” to send the document.
- If everything is correct, click "Send document".
- Unsigned documents will go to the Documents page. And if the document has been signed, you can see it on the Contracts page as follows.
- You can also mark the document that was created and signed on the Document page as a contract by clicking “Actions” then selecting Track as contract .
- You can also flag documents in bulk by checking the checkbox then clicking “Actions” and selecting Track as contract .
- In the confirmation pop-up that appears, click “Confirm”.
- Then the document will go to the Contract menu which will make it easier for you to track the document.
That's the explanation of how to upload a contract. Next, learn how to sign a document here.