How to Upload and Send Electronic Documents (PSrE)

Updated July 08, 2026 07:59

On 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 a pre-made 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 you see the following icon, you need to upgrade your package first 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 recommendation, you can use PDF file format to ensure the document's layout remains intact, 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 you want to merge. A pop-up will appear. Click “Merge documents”, then click “Save”.

You can also check ‘Save as default’ if you want to apply ‘Merge documents’ for 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 to send 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 keep the documents separate when uploading. 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 for sending in different emails. You can click “Merge documents” to combine the documents into one file, or click "Separate documents” to separate the documents when uploading. 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”.
In the Upload document stage, there is an AI feature that can easily detect the type of document you are uploading. In this case, you do not need to select the document type because it is automatically chosen by the AI. Learn more here to activate it.
To change the document type, you can click on one of the document type descriptions.
Then select the document type and click “Submit”.
Next, you can also enter a Group Name if needed. This field will be automatically filled but you can still change or add a Group Name from the existing ones.
Then select PSrE under Document compliance.
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 being used.
- You can preview the template by clicking the “preview” icon.
Then select PSrE and click “Next”.
Then, check Save new recipient data to Contact list to save new contact data if there are emails not registered in contacts, then enter the recipient's information.
Choose the action the 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 based on the sequence 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 email, and so on.
You can also click “Sending options” and toggle Send signing via WhatsApp and 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 country’s rates.
- The toggle Send signing via WhatsApp can be enabled if you subscribe to the Business or Enterprise packages.
- If you subscribe to the Starter or Pro packages, you need to add Add-ons.
After adding another signer, you can toggle “Set the signing order” to apply the signing sequence where Step 1 is the person who must sign the document first and Step 2 can sign after Step 1 is completed.

- Click “+Add signer” to add more signers at the same step.
- Signers at Step 1 can sign the document simultaneously, and Step 2 can sign after all users at Step 1 have signed.
Toggle Set passcode document and enter a passcode, so 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”. To add yourself as a signer, click “Add me as signer”, and to add signers from an existing contact group, click “Select from contact group”.

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

- Besides adding a Contact group via the ‘Contacts’ menu, you can also add it 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. Click “Save”.
Next, you can apply approval to the uploaded document by clicking the “Add approval flow” button so the document requires approval from the relevant parties.
You can add a new approval by selecting Manual or Template to choose an approval you have created before.
If you choose Manual, you can decide 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 in the desired position.

If you, as the document creator, will 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 buy 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, and the eMeterai quota will be immediately deducted (the serial number is generated by the system). Even if the document is voided, the eMeterai quota cannot be restored.

- If you do not check it, you will see the following pop-up notification when placing 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 in the desired part.

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 charges 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 with a custom field settings form will appear that you need to complete.

Then, you can place the custom field in 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 edit 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” in 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 eKYC quota top-up.

Please note, if the top-up process is not done, you cannot proceed to the next steps (explanations points no. 19 to 21).
Complete the subject and email content that will be sent to the document recipients.
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 on the document.
In the Set a deadline section, choose 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 choose With deadline, select the document deadline time range.
In the Automatic reminder section, you can select how many days after the recipient receives the document to get an automatic reminder via email.
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 apply the validity period to the document.
Select the Effective date of the document and you can also choose whether to apply an expiration period to the document in the Document expiration section.

- If you apply a validity period to the document, you can select when the system should send reminders to recipients in the Send automatic reminder section.
- Also, select which recipients 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 document sending by clicking the “down arrow” then selecting Schedule send.
Choose the scheduled time for sending 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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