How to Upload and Send Electronic Documents (PSrE)

Updated July 23, 2026 06:12

In Mekari Sign, you can upload, authenticate, and send documents directly to the relevant parties. Uploaded documents can be signed using the PSrE option, where the document has a digital certificate recognized by the Ministry of Communication.

Here are the steps:

Log in to your Mekari Sign account.
In the Document menu, click "Upload document".

- You can also upload documents through the eMeterai menu by clicking "Use eMeterai" and selecting New document.
- Currently, there is a Bulk upload option if you want to upload multiple documents.
Drag or click the "Browse" icon to upload the document you want to authenticate.
Next, at the bottom, you will see the following three icons. You can create a document from a blank page (Start blank page), use an existing template (Use template), or select a document from the cloud (Select from cloud).
Next, there are the following icons. At this stage, you can upload a Single document, merge documents (Merge document), and send multiple documents in one email (Multiple documents sent as one email) as well as different emails (Multiple documents sent as separate emails).

- If the following icon appears, you need to upgrade your package to the Pro package to access that feature.

- You can upload documents in PDF, JPG, JPEG, DOC, and DOCX file formats. The maximum file size you can upload is 25 MB. As a suggestion, you can use PDF file format so that the document's content arrangement remains secure, and make sure the document you upload does not have a password or other electronic certificates.
Click “Single document” to upload one document.
To merge documents, click “Merge documents”.
Then select the documents to be merged. A pop-up will appear. Click “Merge documents”, then click “Save”.

You can also check ‘Save as default’ if you want the ‘Merge documents’ upload option to apply to every document you upload.
Additionally, you can send multiple documents in one email by clicking “Multiple documents sent as one email”.
Then select the documents to be merged and sent in one email. A pop-up will appear. You can click “Merge documents” to combine the documents into one file, or click "Separate documents” to separate the documents to be uploaded. If you choose ‘Separate documents’, click “Send as one email” to send those documents in one email. Then click “Save”.
You can also send multiple documents in different emails by clicking “Multiple documents sent as separate emails”.
Then select the documents to be merged and sent in different emails. You can click “Merge documents” to combine the documents into one file, or click "Separate documents” to separate the documents to be uploaded. If you choose to send documents separately, click “Separate documents”, then click “Send as separated email” to send those documents in separate emails. Then click “Save”.
At the Upload document stage, there is an AI feature that easily detects the type of document you will upload. In this case, you do not need to select the document type because the document has already been selected by AI. Learn more here to activate it.
To change the document type, you can click one of the document descriptions.
Then select the document type and click “Submit”.
Next, you can also enter 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.
Next, you can add attachments that can be viewed by signers and document copy recipients by clicking “Upload attachment” then choose to upload attachments from your computer or cloud storage.

You can add up to 10 attachments with a maximum size of 20 MB each.
You can check Require review in the Attached to column if the attachment must be opened before the document is signed.

Check Send the attachment via email if you want the attachment to also be sent via email.
Then select PSrE in the Document compliance section.
If the document you created already has a template, you can use that template by clicking the “down arrow” then click “Use Template to Annotate”.
Select the template you previously created and click “Select”.

- The selected template must match the document compliance used.
- You can preview the template by clicking the “preview” icon.
Then select PSrE and click “Next”.
Next, check the box Save new recipient data to Contact list to save new contact data if there is an email not yet registered in contacts, then enter the recipient information.
Choose the action the document recipient will take. Select Needs to sign if you require that role to sign the document, and select Receives a copy to receive a copy.

The signing order is determined by the order you set on the Who needs to sign? page, where the first party will receive the email first. After the first party signs the document, the second party will receive the document email, and so on.
You can also click “Sending options” and toggle Send signing via WhatsApp, then enter the phone number registered on WhatsApp to send the document via WhatsApp.

- Click the ‘flag icon’ to change the Country code if you have International recipients.

- Each message sent will incur a fee based on the recipient's country rate.
- The Send signing via WhatsApp toggle can be activated if you subscribe to the Business or Enterprise package.
- If you subscribe to the Starter or Pro packages, you need to add Add-ons.
After adding other signers (add another signer), you can toggle “Set the signing order” to apply the signing order where Step 1 is the person who must sign the document first, and Step 2 can sign the document after Step 1 is completed.

- Click “+Add signer” to add other signers at the same step.
- Signers in Step 1 can sign the document simultaneously, and Step 2 signers can sign after Step 1 signers have finished.
Toggle Set passcode document and enter a passcode so that only authorized parties can access the document.
Then click “Add another signer” if you want to add more than one signer. You can also click “Add others”. In this case, to add yourself as a signer, click “Add me as signer”, and to add signers from a created contact group, click “Select from contact group”.

- If you select ‘Select from contact group’, the following view will appear. Toggle the existing contact groups, then click “Select”.

- Besides adding Contact groups through the ‘Contacts’ menu, you can also add them directly on this page by toggling one of the signers, then selecting Actions and clicking “Create as contact group”.

- Then, fill in the Group name and Description. Then click “Save”.
Next, you can apply approval to the uploaded document by clicking the “Add approval flow” button so that the document requires approval from the relevant parties.
You can add a new approval by selecting Manual or Template to choose an approval you previously created.
If you choose Manual, you can determine whether all selected users must approve (All user(s) must approve) or only some users can approve (Any user can approve). Then select the users who will approve.
Once approval is done, click “Submit”.
Click "Save as draft" to save the document as a draft and click "Next" to continue.
To add eMeterai, click "eMeterai" and place the eMeterai at the desired position.

If you as the document creator provide the stamp, make sure you have purchased eMeterai in the eMeterai menu. However, if the stamp is provided by the signer, you do not need to purchase or provide the stamp.
Select the document type and check Provided by document maker if the eMeterai is provided by the document creator.

- If you check the Provided by document maker box, a notification like this will appear, so the eMeterai quota will be deducted immediately (serial number is generated by the system). Even if the document is voided, the eMeterai quota will not be returned.

- If you do not check it, you will see the following pop-up notification when placing the eMeterai during the document signing stage. If you click "Set eMeterai", the eMeterai will be applied and the quota will be deducted.
To add a signature, select signature or select initials to add initials. Then place the signature or initials at the desired position.

Important
As information, if one or more signers on the document have not been eKYC verified, the document creator will be informed that they will incur a cost for the eKYC balance.
Check the Show QR Code box to add a QR code to the document.
The QR code will appear as follows.
If you want to add custom fields, click the “Star” icon then click “+” or “Create”.

A sidebar will appear containing the custom field settings form that you need to complete.

Then, you can place the custom field at the desired part of the document.
Click “Save” to save the custom field.
You can also add AI Auto annotations that allow you to automatically place annotation locations (eSignature/Initial/eMeterai).
Click "Save as draft" to save the document as a draft and click "Next" to continue.
If you want to change the document name, you can change it in the document name field and click "Next" to continue.
Here you can review and check who will receive the document. You can click "Edit" to change the document recipients.

As information, if one or more signers on the document have not been eKYC verified and the document creator does not have sufficient eKYC quota or quota for documents/eSignature/eMeterai, the document creator cannot proceed to send the document. The document creator can click “Top Up” on the eKYC quota section, and this top-up process will be directly assisted by the Mekari Sign team. Please contact the Mekari Sign team here for the eKYC quota top-up process.

Please note, if the top-up process is not done, you cannot proceed to the next points (explanations no. 19 to 21).
Complete the subject and email content that will be sent to the document recipients.
Also add Tags if needed. Tags will help you filter/search documents later.

- All unsigned Sign documents will expire after 120 days.
- Then in document settings, click “Manage” to set a signing deadline for the document.
In the Set a deadline section, select Without deadline if you do not want to apply a deadline or With deadline if you want to apply a deadline to the document.

If you select With deadline, choose the document deadline time range.
In the Automatic reminder section, you can choose how many days after the recipient receives the document to get an automatic email reminder.
Then toggle Set recurring reminder to apply how many times the reminder will be sent.
You can also click “Manage” in the Contract validity section to set the validity period of the document.
Select the Effective date of the document, and you can also choose whether to apply an expiration period in the Document expiration section.

- If you apply a validity period to the document, you can choose when the system will send reminders to recipients in the Send automatic reminder section.
- Also select who will receive the reminders.
Toggle Download if the document can be downloaded by all recipients.
If all the information to be included in the document is complete, you can click "Send document" to send the document to the registered recipient emails or click "Save as draft" to save the document as a draft.
You can also schedule the document sending by clicking the “down arrow” then selecting Schedule send.
Choose the scheduled time to send the document and click “Set schedule” to send.

Scheduled documents will appear in the Schedule tab.
Here is the view after the document is successfully sent.
After that, the system will also automatically send a notification email to the document recipient like this.

That concludes the explanation on how to upload and send documents in Mekari Sign. Next, learn how to upload and send electronic documents (Global Sign) here.

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