There is now a ‘Contact Group’ feature that makes it easier for you to automatically add a predefined group of recipients to documents, making the signer setup process more efficient. This feature helps you configure recipient details, roles, and additional settings (such as WhatsApp number, address, etc.) every time a document is sent automatically. Before you can implement ‘Contact Group’ when doing an ‘Upload Document,’ you need to create a contact group first. Follow the steps below.

1. Log in to your Mekari Sign account, then select the Contacts menu.
2. Then click “Group contact”.
   
3. Next, click “Create Group”.
   
4. Then fill in the group name in the Group name field and the description in the Description field.
   

5. Next, specify the Group members by entering the 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”.
   

6. Once all data is filled in, click “Create”.
7. The group you created will then 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 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”.
    

This concludes the explanation on how to create a Contact Group in Mekari Sign. Learn more about how to add contacts here.