There is now a ‘Contact Group’ feature that makes it easier for you to automatically add a predefined recipient group to documents, making the signer setup process more efficient. This feature will assist you in configuring recipient details, roles, and additional settings (such as WhatsApp number, address, etc.) each time a document is sent automatically. Before you can implement ‘Contact Group’ when performing ‘Upload Document,’ you need to create a contact group first. Follow the steps below.
- Log in to your Mekari Sign account, then select the Contacts menu.
- Then click “Group contact”.
- Next, click “Create Group”.
- Then fill in the group name in the Group name field and the description in the Description field.
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Next, define the Group members by entering Full name, Email, and click “Needs to sign” if you require that role to perform signing or “Receive a copy” to receive a copy.
You can add yourself as a member by clicking “Add me as member” or add other members by clicking “Add another member”.
- Once all data has been filled in, click “Create”.
- The group you created will then appear on the main Group contacts page.
- You can also send documents from the Group contact page, which will automatically open the Upload document page.
- On the following page, you can also edit the data in the Contact Group by clicking “Actions” then selecting “Edit”.
- Additionally, to delete a Group, you can click “Actions” then select “Delete”.
That is the explanation on how to create a Contact Group in Mekari Sign. Also learn about how to add contacts here.