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

1. Log in to your Mekari Sign account.

2. 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.
   

3. Drag or click the "Browse" icon to upload the document you want to authenticate.
   

4. 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 pre-made template (Use template), or select a document from the cloud (Select from cloud).
   

5. 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 send to 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 allowed is 25MB. Also, ensure the documents you upload do not have passwords or other electronic certificates.

6. At this stage, you can also choose to upload a Single document, merge documents (Merge document), and send multiple documents in one email (Multiple documents sent as one email) as well as send to different emails (Multiple documents sent as separate emails).
   

   a. Select Single document to upload one document.
   
   b. Select Merge documents to combine 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 the ‘Merge documents’ upload to be applied to every document you upload.
   c. Select Multiple documents sent as one email to send several documents within one email.
   
   - Then select the documents you want to merge 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 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”.
   
   c. Select Multiple documents sent as separate emails to send several documents to different emails.
   
   - Then select the documents you want to send to 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 the documents separately, click “Separate documents”, then click “Send as separated email” to send the documents to separate emails. Then click “Save”.
   
   - Next, you can select and change the document type for each document.
   

7. Then, select the type of uploaded document and click “Submit”.
   

8. At the Upload document stage, there is an AI feature that easily detects the type of document you are uploading. In this case, you do not need to select the document type because it is already chosen by AI. Learn more here to activate it.
   

9. Then you can enable or disable the toggle for 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.

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

    

11. 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 existing ones.
    

12. Next, you can add attachments that can be viewed by signers and document copy recipients by clicking “Upload attachment” and then choosing to upload attachments from your computer or cloud storage.
    

    You can add up to 10 attachments with a maximum size of 20 MB each.

13. In the Attached to column, you can check Require review 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.

14. Then select Global sign under Document compliance.
    

15. Check Required to sign in if recipients must log in to their Mekari Sign account to access and sign the document.
    

16. Check Track as contract if you want the document to be tracked as a contract.
    

17. If the document you created already has a template, you can use that template by clicking the “down arrow” and then clicking “Use Template to Annotate”.
    

18. 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.

19. Then, check the 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’s information.
    

20. Choose the action the document recipient will take. Select Needs to sign if you need that role to sign, and select Receives a copy to receive a copy.
    

    The signing order is determined by 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 document email, and so on.

21. 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 a signer from an existing contact group, click “Select from contact group”.
    

    - If you select ‘Select from contact group’, the following view will appear. Check the toggle for the existing contact group, then click “Select”.
    
    - Besides adding Contact groups through the ‘Contacts’ menu, you can also add them directly on this page by clicking the toggle on one of the signers, then selecting Actions and clicking “Create as contact group”.
    
    - Then fill in the Group name and Description. Click “Save”.
    

22. 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 after Step 1 is completed.
    

    - Click “+Add signer” to add more signers at the same step.
    - Signers in Step 1 can sign the document simultaneously, and Step 2 can sign after all users in Step 1 finish signing.
    

23. 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.
    - The Send signing via WhatsApp toggle 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.

24. Toggle on Set passcode document and enter a passcode so that only authorized parties can access the document.
    

25. 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.
    

26. You can add new approval by selecting Manual or Template to choose an approval you have created earlier.
    

27. If you select Manual, you can specify 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.
    

28. After approval is done, click “Submit”.

29. Click "Save as draft" to save the document as a draft, and click "Next" to continue.
    

30. To add eMeterai, click "eMeterai" and place the eMeterai at 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 purchase or provide the stamp.

31. To add a Corporate Stamp, click “Stamp” and place the stamp at the desired position.
    

    - For step 1, users are required to include other information (signature, initials, or eMeterai) alongside the Corporate Stamp in the document.
    - If not, the system will ask the document creator to include it and block the document creation process. This is necessary because the corporate stamp we currently have is actually an e-Seal, which lacks identification power and is treated only as an image with a QR code to be certified with either Global Sign or Komdigi certification.
    - Additionally, through eMeterai, other information that meets the requirements is needed to be certified with either of the two.

32. 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 automatically by the system). Even if the document is voided, the eMeterai quota cannot be restored.
    
    - However, 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.
    

33. To add a signature, you need to select the subject who will sign first and choose signature or choose initials to add initials. Then place the signature or initials in the desired location.
    

    Important
    As information, if one or more signers on the document are not eKYC verified, the document creator will be informed that they will be charged for the eKYC balance.
    

34. You can add Auto-fields such as Date signed, Name, and Email, according to what you added at the Add signers stage.
    

35. Select the fields you want and place the Auto-fields in the desired location.
    

36. Next, you can configure Auto-fields such as Formatting and position settings on the right.
    

    Field Name	Description
    Date signed	The date the document was signed. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Date settings: To adjust date settings. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.
    Name	To insert a name into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.
    Email	To insert an email into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.

37. You can also add Standard Fields containing information such as Email, Phone number, Date, Currency, Numbers, Checkbox, Radio, and Text.
    

38. Select the fields you want and place the Standard fields in the desired location.
    

39. Next, you can configure Auto-fields such as Formatting and position settings on the right.
    

    Field Name	Description
    Email	To insert an email into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.
    Phone number	To insert a phone number into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Validation: To adjust the country phone number code. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.
    Date	To insert a date into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Date settings: To adjust date settings. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.
    Currency	To insert currency into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Currency setting: For currency settings and symbol placement. Number setting: Choose whether to use commas or periods. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.
    Numbers	To insert numbers into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Validation: Choose if the field is for numbers only, KTP, or NPWP. Number format: Choose the number format. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.
    Checkbox	To insert checkboxes into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Validation: Choose validation options such as Select at least, Select at most, Select exactly, or Select a range. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip. To set values: Toggle on will enable the value display on the document or vice versa. You can also set values for each checkbox. To add a checkbox, click “Add option”. To select one or more checkboxes, check each option.
    Radio	To insert radio buttons into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Radio button values: To add options. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip. To add values: Toggle on will enable the value display on the document or vice versa. The first option will be selected by default. You can set values for each radio button. To add another radio, click “Add option”. To select one or more radios, click “check” on each option.
    Text	To insert text into the document. You can also adjust settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts font style (type, size, style, and color). Validation: Choose validation such as numbers only, letters only, none, or character limits. Placeholder text: Used as a placeholder or example to guide users before filling in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.

40. Check the Show QR Code checkbox to add a QR code to the document.
    

41. The QR code will appear as shown below.
    

42. If you want to add custom fields, click the “Star” icon, then click “+” or “Create”.
    

43. A sidebar appears with a custom field settings form that you need to complete.
    

    No.	Column Name	Description
    1	Name	Fill in with the name of the custom field you want to create.
    2	Type	Select one field type, such as Text, Email, Currency, Phone number, Date, and others. Then complete the format and Text setting for the Custom Field. When you select a custom field type, you must specify advanced settings related to that type, for example, for Currency, you can choose the format as follows: - Meta options: Check to activate Meta options. - Font type: Choose the font type. - Font size: Choose font size, weight, italic, or underline. Then choose font color. - Context text: Fill with content text for the custom field if needed. - Lock content text: Click to lock the content text. - Placeholder text: Fill with a label for the custom field as a marker. - Helper tooltip: Fill with an instruction for the custom field if needed.

44. Then, you can place the custom field in the desired part of the document.

45. Click “Save” to save the custom field.

46. At the top left, you can click the “comment” icon to add comments to the document.
    

    Comments only appear on Global Sign document types.

47. Click the “plus sign” icon to add a comment, place the bubble at the desired position, and enter the comment in the available field, then click “Post” to send the comment.
    

    Comments can be seen by signers during signing as shown below.
    

48. You can also add AI Auto annotations that allow you to automatically place annotation locations (eSignature/Initial/eMeterai).
    

49. Before proceeding to the next page, you can edit the document content by clicking “Edit mode”.
    

50. You will enter the Edit mode page, where you can add settings such as tables, change text formatting, and add content to the document.
    

51. When the editing process is complete, click “Save changes”.
    

52. Click "Save as draft" to save the document as a draft, and click "Continue" to proceed.
    

53. If you want to change the document name, you can edit it in the document name field, and if you want to change the document storage location, click "Change".
    

54. Then, here you can review and check who will receive and approve the document. You can click "Edit" to change the document recipients.
    

    As information, if one or more signers on the document are not eKYC verified and the document creator does not have enough eKYC quota or does not have 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.
    
    Note that if the top-up process is not done, you cannot proceed to the next steps (explained in points 19 to 21).

55. Complete the subject and email content that will be sent to the document recipients.
    

56. Also add Tags if needed. Tags will help you filter/search documents later.
    

57. Then in document settings, click “Manage” to set the signing deadline for the document.
    

58. 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 choose With deadline, set the document deadline time.

59. In the Automatic reminder section, you can select how many days after the recipient receives the document to get an automatic email reminder.
    

    All unsigned Sign documents will expire after 120 days.

60. Then toggle Set recurring reminder to apply how many times reminders will be sent.
    

61. You can also click “Manage” in the Contract validity section to apply expiration to the document.
    

62. Select the Effective date of the document, and you can also choose whether to apply a validity period in the Document expiration section.
    

    - If you apply a validity period to the document, you can choose when the system sends reminders to recipients in the Send automatic reminder section.
    - Also select who will receive the reminders.

63. Toggle Download if the document can be downloaded by all recipients.
    

64. 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.
    

65. You can also schedule document sending by clicking the “down arrow” and selecting Schedule send.
    

66. Choose the scheduled sending time and click “Set schedule” to schedule the document.
    
     

    Scheduled documents will appear in the Schedule tab.
    

67. Here is the display after the document is successfully sent.
    

68. After that, the system will also automatically send a notification email to the document recipient as shown.
    

That is the explanation of how to upload and send documents in Mekari Sign. Next, you can learn how to upload and send electronic documents (PSrE) here.