How to Sign Documents through the Documents Menu

Article author
Learning Center Mekari
  • Updated

Important
If you are not a Mekari Sign subscriber but are asked to sign a document, make sure the Document Inviter requesting your signature has provided you with an eKYC quota. eKYC is a mandatory process when using/providing a Certified Electronic Signature.

In Mekari Sign, you can provide a digital signature in two ways: directly through the Mekari Sign website or directly via email. This section explains how to provide a signature through the Mekari Sign website. Here are the steps.

A. Signing Through the All Inboxes Main Page.

  1. Go to the Document menu.
  2. You will automatically enter the All inboxes tab. Select the document you want to sign and click “Sign”.
  3. A pop-up like this will appear, where you can view a summary of the document content to be signed.

    You need to enable the QnA With AI feature in the Settings menu.

  4. If you want to sign the document immediately, you can check I agree to the Mekari Sign… and click “Sign now”.
  5. Choose the type of signature to use and click “Sign”.
  6. The document has now been successfully signed.

B. Signing Through the Document Detail Page

  1. To view more detailed information about the document before signing, you can click the "document name".

  2. You will then be directed to the document detail page. You can click "Sign" to provide your signature on the document.

  3. Click "Start signing" to provide your signature or click "Actions" to perform other actions.

    - Select Document info to view detailed document information.
    - Select Save as draft to save the document draft. Only standard fields will be saved; signatures will not be saved.
    - Select Audit trail to view the document's audit trail.
    - Select Download to download the document.
    - Select Decline to refuse to provide a signature.

  4. If you choose to provide a signature, you will be directed to the document page and can place your signature in the requested position.

  5. Choose the signature you want to use and click "Sign" to apply the signature. Or click “Create new eSignature” to create a new signature.

  6. The signature you applied will look like this.

  7. Once you are confident with the document you have signed, you can click "Finish".

  8. Then, if successful, you will be directed to this page. Click “Back to inbox” to return to the Document menu.

That concludes the explanation on how to provide an eSignature on documents. Next, learn how to provide and send eSignatures via email, here.