How to Upload and Send Electronic Documents (PSrE)

Updated October 16, 2026 07:21

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 documents have digital certificates 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.
- There is currently 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 can see the following three icons. You can create a document from a blank page (Start blank page), use a template that has already been created (Use template), or select a document from the cloud (Select from cloud).
Next, you will see the following icons. At this stage, you can upload a Single document, merge documents, send multiple documents to one email (Multiple documents sent as one email) , or send them to separate emails (Multiple documents sent as separate emails).

- If the following icon appears, you must upgrade your plan to the Pro package to access this feature.

- You can upload documents in PDF, JPG, JPEG, DOC, and DOCX file formats. The maximum file size that can be uploaded is 25 MB. We recommend that you use the PDF file format so that the contents of the uploaded document remain intact. Also, make sure that 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. The following pop-up will appear. Click “Merge documents”, then click “Save”.

You can also check ‘Save as default’ if you want ‘Merge documents’ to be applied to every document you upload.
You can also send multiple documents in 1 email by clicking “Multiple documents sent as one email”.
Then select the documents to be merged and sent in 1 email. The following 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 select ‘Separate documents’, click “Send as one email” to send the documents in 1 email. Then click “Save”.
You can also send multiple documents in separate emails by clicking “Multiple documents sent as separate emails”.
Then select the documents to be merged and sent in separate 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 the documents separately, click “Separate documents”, then click “Send as separated email” to send the documents in separate emails. Then click “Save”.
In the Upload document stage, there is an AI feature that easily detects the type of document you want to upload. You do not need to select the document type because it has already been selected by AI. Learn here how to activate it.
To change the document type, click one of the document descriptions.
Then select the document type and click “Submit”.
Next, you can enter a Group Name if needed. This field will be filled in automatically, but you can still change or add a Group Name to the existing one.
Next, you can add attachments that can be viewed by the signers and recipients receiving copies of the document by clicking “Upload attachment” and choosing whether to upload the attachment from your computer or cloud storage.

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

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

- The selected template must match the document compliance being used.
- You can view the template you want to select by clicking the “preview” icon.
Check Track as contract if you want the document to be tracked as a contract document, then click “Continue” .
Then check Save new recipient data to Contact list to save new contact information if an email is not registered in your contacts, then enter the document recipient’s information.

If the document recipient is from Singapore (registered with a Singapore phone number), the following pop-up will appear when you continue to the next stage. Click “Continue with selected compliance”.
Select the action to be performed by the document recipient. Select Needs to sign if you need that person to sign, and select Receives a copy to send them a copy.

The signing order is determined by the order you set on the Who needs to sign? page. The person in the first position will receive the email first. After the first person signs the document, the second person will receive the document email, and so on.
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” . To add a ‘signer’ from a ‘contact group’ that has been created, click “Select from contact group”.

- If you select ‘Select from contact group’, the following screen will appear. Check the existing contact group toggle, then select “Select”.

- In addition to adding a Contact group through the ‘Contacts’ menu, you can add one directly on this page by clicking the toggle for one of the ‘signers’, selecting Actions , and clicking “Create as contact group”.

- Then enter the Group name and Description. Click “Save”.
After adding another signer (add another signer), you can move the toggle “Set the signing order” to apply a 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 complete.

- Click “+Add signer” to add another signer to the same step.
- Signers in Step 1 can sign the document simultaneously, and signers in step 2 can sign after the users in Step 1 have finished signing the document.
There are also additional settings that you can add by clicking “Customize settings”.
You will then see the first tab, which contains Additional Details. Here, you can add information such as the company name, title, and address.
The second tab contains security settings. By moving the toggle Require access passcode, you can add a passcode so that only people with the passcode can open the document.
The third tab contains settings related to sending document messages. You can move the toggle Customize email notification messages to set the notifications recipients receive when a signing request arrives in their email, when the signature status is complete, and when the document status is completed or all signers have finished signing the document.
Move the toggle Send notifications via WhatsApp and enter the phone number registered with WhatsApp to receive document-related notifications via WhatsApp.

- Click ‘ID’ to change the country code if the recipient is an International recipient.

- Each message sent will incur a fee based on the recipient’s country rate.
- The toggle Send signing via WhatsApp can be enabled if you subscribe to the Business or Enterprise plan.
- If you subscribe to the Starter or Pro plan, you need to add Add-ons.
Finally, move the toggle Send completed document via WhatsApp to send the document through WhatsApp when its status is completed.
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 select an approval you created previously.
If you select 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.
After the approval has been completed, click “Submit”.
Click "Save as draft" to save the document as a draft, or click "Next" to continue.
To add an eMeterai, click "eMeterai" and place it in the desired position.

If you, as the document creator, will provide the stamp duty, make sure you have purchased an eMeterai in the eMeterai menu. However, if the stamp is provided by the Signer, you do not need to purchase or provide one.
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 checkbox, a notification like this will appear, and the eMeterai quota will be deducted immediately (the serial number has been generated by the system). If the document is voided, the eMeterai quota cannot be returned.

- However, if you do not check it, you will see the following notification pop-up when placing the eMeterai during the document-signing stage. If you click "Set eMeterai", the eMeterai will be applied and the eMeterai 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 position.

Important
Please note that if one or more signers on the document have not completed eKYC verification, the document creator will be informed that they will be charged from their eKYC balance.
Check the Show QR Code checkbox to add a QR code to the document.
The QR code will then appear as follows.
If you want to add custom fields, click the “Star” icon, then click “+” or “Create”.

A sidebar containing the custom field settings form will appear. Complete the required information.

Then you can place the custom field in the desired location in the document.
Click “Save” to save the custom field.
You can also add AI Auto annotations, which allow you to automatically place annotation locations (eSignature/Initial/eMeterai).
Click "Save as draft" to save the document as a draft, or 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 who will receive the document. You can click "Edit" to change the document recipients.

Please note that if one or more signers on the document have not completed eKYC verification and the document creator does not have sufficient eKYC quota or does not have sufficient quota for documents/eSignatures/eMeterai, the document creator cannot continue sending the document. The document creator can click “Top Up” in the eKYC quota section, and the Mekari Sign team will assist with the top-up process. Contact the Mekari Sign team here to top up the eKYC quota.
Note that if the top-up process is not completed, you cannot continue to the next point (explanation points 19 through 21).
Complete the subject and email body fields that will be sent to the document recipients.
Add Tags if needed. Tags will make it easier for you to filter/search for documents later.

- All Sign documents that are not signed within 120 days will expire.
- Then, in document settings, click “Manage” to set the signing deadline for the document.
Under Set a deadline, select Without deadline if you do not want to set a deadline, or With deadline if you want to set one for the document.

If you select With deadline, select the document deadline period.
Under Automatic reminder, you can select how many days after the recipient receives the document they will receive an automatic reminder by email.
Then move the Set recurring reminder toggle to set how many times the reminder will be sent.
You can also click “Manage” under Contract validity to set the validity period for the document.
Select the document’s Effective date. You can also choose whether to set a validity period for the document under Document expiration.

- If you set a validity period for the document, you can select when the system should send a reminder to recipients under Send automatic reminder.
- Also select who should receive the reminder.
Move the Download toggle if the document can be downloaded by all recipients.
When all the information you want to include in the document is complete, click "Send document" to send the document to the email addresses of the registered recipients, or click "Save as draft" to save the document as a draft.
You can also schedule the document to be sent by clicking the “down arrow” and selecting Schedule send.
Select the scheduled document delivery time and click “Set schedule” to send it.

Scheduled documents will appear in the Schedule tab.
The following is the view after the document has been successfully sent.
After that, the system will also automatically send a notification email to the document recipient’s email address as follows.

This concludes the explanation of 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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