You can upload documents in bulk (up to 15 documents) using the Bulk Upload feature in Mekari Sign. However, first make sure your account has the Bulk Upload Add-On installed before uploading documents in bulk. This feature is free for users with the Business package. For users with the Pro package, please contact sales to subscribe to this feature. And for users with the Starter package, upgrade your package to Pro and contact sales for the additional fee. 

For more details, here is how to use the Bulk Upload feature in Mekari Sign.

1. If you have not installed the Bulk Upload Add-On, you can install it first on your Mekari Sign account. Click “Get Consultation” to get consultation related to the add-on feature.
   

2. If the Bulk Upload add-on is installed, you can go to the Document menu and select All inbox.
   

3. Then click the “down arrow” next to Upload document and select Bulk Upload.
   

   - If you have not installed the bulk upload add-on, an “Upgrade” icon will appear next to the bulk upload text. When clicked, you will be redirected to the Mekari Sign homepage.
   
   - Also learn about the complete document upload flow PSrE and Global Sign.

4. Drag your documents into the box, or click “Browse” or drag and drop the documents you want to upload to select documents directly.
   

   Maximum 15 documents per upload, with a maximum size of 25 MB.

5. If you select multiple documents, the following pop-up will appear to determine the Merge options for the documents you have uploaded.

   

   - If you select “Merge documents”, all documents will be processed and combined into 1 (one) file.
   
   - If you select “Separate documents”, each document will be processed separately. You can also determine whether all documents will be sent using 1 (one) email or separate emails.
   
   - You can also check ‘Save as default’ if you want the ‘Merge documents’ option to be applied for every uploaded document.
   

6. Select the desired document type.
   

7. Then you can enable or disable the toggle Signature frame. 
   

   - If the toggle is enabled, the Mekari Sign logo will appear on the signer’s side during document signing.
   
   - If the toggle is disabled, the Mekari Sign logo will not appear.

8. Then you can see the settings previously set at point 5. If you want to make changes, select the “Manage” button, then repeat the steps in point 5.

   

9. Next, you can also input a Group Name if needed. This field will be filled automatically, but you can still change or add a Group Name from the existing ones.
   

10. In the ‘Document compliance’ option, you can select PSrE if you want the document to have a digital certificate from the Ministry of Communication or select Global sign if you want the document to have a globally recognized digital certificate.
    

11. Click “Next” to continue.

12. Next, add a recipient list for each document entered based on the predetermined signer and receive copy. Enter the Full name, Email address, and the action to be taken by the document recipient.
    

    - In this case, you can save the contact list, create a contact group by checking the recipient names, then enable the toggle ‘Save new recipient data to Contact List’.
    
    - To set the signing order, you can check the recipient names, then enable the toggle ‘Set the signing order’.
    
    - You can also remove recipients in bulk by checking the recipient names, then clicking “Actions” as shown below and selecting “Remove recipients”.
    

13. Next, to add another signer, you can click “Add another signer” or “Add others”.
    

    If you select “Add others”, you can add yourself as a signer or choose a signer group according to the previously created contact group.
    

14. If the signer is the same for all documents, you can click the “three dots” then select Apply to other document.
    

15. Then you can set Approval by enabling and clicking “Add approval flow”.
    

16. The following panel will appear to configure the Approval type. 
    

17. If you select Manual, you need to set the Approval step manually. Choose the type of Approvers, the name of the Approver, then click “Submit”.
    

    - For the Approvers type, you can select all Approvers must give Approval by clicking “All user(s) must approve” or some Approvers can give Approval by clicking “Any user can approve”.
    - Additionally, you can add more than one approval by clicking “Add layer”.
    

18. If you select the Approval type as Template, you only need to specify the available Approval name . Then automatically, the Layer and Approvers data will appear as shown below. Click “Submit” to continue.
    

    Previously, you can set the Approval name first by going to the Approvals menu, then select the Settings tab. Then click “Create”.
    

19. The Approver will appear as shown below.
    

20. You can also apply the Approval list to several documents by clicking “Actions” then selecting “Apply to other document(s)”.
    

21. Once all documents have been uploaded, a tab will appear at the top of the page. Here, you can also check the following toggle under Document to display a QR code on the documents.
    

22. You can also add sign fields and e-Meterai (if any) to other documents by clicking one of the Signature Fields/Auto Fields, then clicking “Apply”.
    

    - Auto Fields are only available on Global Sign documents.
    - The placement of sign fields or e-Meterai on all documents is determined based on coordinate points. However, if you upload documents with different numbers of pages and place fields on pages not present in other documents, those fields will only appear on that specific document.
    Example:
    File A consists of 2 pages
    File B consists of 1 page
    Thus, if a sign/e-Meterai/automatic field is placed on page 2 of file A, that field will not be applied to file B because file B does not have a page 2.
    - If you are the document creator and want to provide e-Meterai, you can check Provided by document maker.
    

23. After placing one of the Fields on a page, you can also duplicate the Signature field to other documents by clicking the ‘down triangle icon’ on Copy to this page, then selecting “Other document(s)” as shown below.
    

24. Then the Signature field panel will appear. Specify the Document name and Signer to apply the duplicated Field . Then click “Apply”.
    

25. The Signature field that has been duplicated to other documents will appear as shown below.
    

26. Click “Next” to continue.

27. Then, enter the file name and select a folder to save the document. Then click “Next” to continue.
    

28. The final step is to review the documents to be sent for signing. If everything is correct, you can click “Send Document” to send the documents.
    

    Please note, if one or more signers in the document have not completed eKYC verification and the document creator does not have sufficient or any eKYC/eSignature/e-Meterai quota, the document creator cannot proceed with sending the document. The document creator can click “Top Up” in the eKYC quota section, and this top-up process will be assisted directly by the Mekari Sign team. Please contact the Mekari Sign team here for the eKYC quota top-up process.
    
    Note that if the top-up process is not done, you cannot proceed to the next step.

29. In the Document settings section, you can set the Signing deadline by clicking “Manage”.
    

30. Then decide whether your document signing process requires a deadline or not. 
    

31. If the signing process requires a deadline, set the deadline for the Signer to complete the signature. 
    

32. You can also set an automatic reminder for the Signer.
    

33. Additionally, you can set the document recipients to receive recurring reminders by enabling the toggle ‘Set recurring reminder’.
    

34. You can also enable the toggle ‘Save this setting for the next upload’ to save the document settings for future uploads.
    

35. Then click “Save”.
    

36. Besides setting the Signing deadline, you can also set the Contract validity by clicking “Manage”.
    

37. Next, set the document expiration time after being signed by the Signer. Here, you can set the Effective date, Document expiration, Send automatic reminder, and Notify recipients.
    

    You can also enable the toggle ‘Set recurring reminder’ for sending recurring reminders.

38. You can also enable the toggle ‘Save this setting for the next upload’ to save the document settings for future uploads.
    

39. Then click “Save changes”.
    

40. If everything is correct, you can click “Send all documents” to send the documents.
    

41. Once the documents are sent, a pop-up like this will appear. Click “Ok, Got it” to continue. 
    

17. Next, the documents you sent will appear on the All Inbox page. To view document details, you can click “document name” or “View Details”.
    

18. Here you can also see whether the document has been signed or not based on the status.
    

    - If the document creator has a role as one of the signers, the creator’s signature will be automatically filled in all documents that require the creator’s signature.
    - If the document creator is also the party applying the e-Meterai, the e-Meterai will be automatically stamped on all documents that require it.

That concludes the explanation on how to use the bulk upload feature in Mekari Sign. Next, learn how to sign documents in bulk here.