In Mekari Sign, you can upload multiple documents at once and arrange the order in which they will be sent (sequence document). Once the document at the top of the sequence has been processed, the next document will be sent automatically. Follow the steps below.
For more detailed information on how to upload documents, you can refer to:
- How to Upload and Send Electronic Documents (Global Sign) in Mekari Sign
- How to Upload and Send Electronic Documents (PSrE) in Mekari Sign
Go to the Documents menu.
In the All Inbox submenu, click the “Upload document” button.
Click “Browse” and select the files you want to upload.
A pop-up will appear. Select Sequence document.
You can also set a Group name if needed, then click “Save” to save it.
The list of documents will appear like this. You can change the order by clicking and dragging the "six-dot icon".
Click “Continue” to proceed.
On the next page, you can set the signers for each document by clicking the "document tab".
After all signers have been set, click “Continue”.
Next, you can set the Signature fields and Auto fields (if needed) for each document.
Once the Signature fields have been added, click “Continue”.
On the next page, click “Continue”.
Finally, click “Send document”.
The document group will then be successfully created and appear in the Document groups tab.
You can view the document details by clicking the “Document name”.
The details will appear as shown. The document in sequence 2 will be sent after the document in sequence 1 has been signed.
That concludes the explanation on how to set up multiple document sending (document sequence). Next, learn how to delegate documents here.