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

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.
   - There is currently 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, you can see the following three icons at the bottom. You can create a document from a blank page (Start blank page), use a previously created template (Use template), or select a document from the cloud (Select from cloud).
   

5. 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 you see the following icon, you must first upgrade your plan to the Pro package to access the 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. Also, make sure that the document you upload does not have a password or other electronic certificates.

6. At this stage, you can also choose to 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).
   

   a. Select Single document to upload one document.
   
   b. Select Merge documents to combine 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 used for every document you upload.
   c. Select Multiple documents sent as one email to send multiple documents in one email.
   
   - Then select the documents to be merged and sent in one 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 one email. Then click “Save”.
   
   c. Select Multiple documents sent as separate emails to send multiple documents in 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”.
   
   - Next, you can select and change the document type for each document.
   

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

8. 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 a document type because it has already been selected by AI. Learn here how to activate it.
   

9. Next, you can enable or disable the toggle for Signature frame.
   

   - If the toggle is enabled, the Mekari Sign logo will appear from the signer's side when signing the document.
   
   - If the toggle is disabled, the Mekari Sign logo will not appear.

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

    

11. 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 from the existing names.
    

12. Next, you can add attachments that can be viewed by the signers and recipients receiving a copy of the document by clicking “Upload attachment”, then 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.

13. 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.

14. Then select Global sign under Document compliance.
    

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

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

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

17. Select a template you created previously and click “Select”.
    

    - The selected template must match the document compliance being used.
    - You can view the template to be selected by clicking the “preview” icon.

18. 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.
    

19. Select the action to be performed by the document recipient. Select Needs to sign if you require that person to sign, and select Receives a copy to have them receive a copy.
    

    The signing order is determined by the order you set on the Who needs to sign? page, where 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.

20. 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 a created contact group, click “Select from contact group”.
    

    - If you select ‘Select from contact group’, the following view will appear. Enable 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”.
    

21. After adding another signer, you can move the “Set the signing order” toggle 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 completed.
    

    - Click “+Add signer” to add another signer to the same step.
    - Signers in Step 1 can sign the document simultaneously, and step 2 can sign after the users in Step 1 have finished signing the document.
    

22. There are also additional settings that you can add by clicking “Customize settings”.
    

23. You will then see the first tab, which contains Additional Details. Here, you can add information such as the company name, position, and address.
    

24. The second tab contains security settings. By moving the toggle for Require access passcode, you can add a passcode so that only parties with the passcode can open the document.
    

25. The third tab contains settings related to sending document messages. You can move the toggle for Customize email notification messages to configure the notifications that document recipients will receive when a signing request arrives in their email, when the signature status is completed, and when the document status is completed or all signers have finished signing the document.
    

26. Move the toggle for 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.
    - The toggle for 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 must add an Add-on.

27. Finally, move the toggle for Send completed document via WhatsApp to send the document through WhatsApp when its status is completed.
    

28. 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.
    

29. You can add a new approval by selecting Manual or Template to select an approval you created previously.
    

30. If you select Manual, you can determine whether all selected users must approve (All user(s) must approve) or only some users can do so (Any user can approve). Then select the Users who will perform the approval.
    

31. When the Approval is complete, click “Submit”.

32. Click "Save as draft" to save the document as a draft, or click "Next" to continue.
    

33. To add 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 eMeterai from the eMeterai menu. However, if the Signer provides the stamp duty, you do not need to purchase or provide one.

34. To add a Corporate Stamp, click “Stamp” and place the Stamp in the desired position.
    

    - For stage 1, users are required to include other information (a signature, initials, or eMeterai) next to the Corporate Stamp in the document.
    - Otherwise, the system will ask the document creator to include it and will block the document creation process. This is necessary because the corporate stamp currently available is actually an e-Seal, which has no identification capability and is treated only as an image with a QR code that can be certified with Global Sign certification or Komdigi certification.
    - In addition, when using eMeterai, other qualifying information is required for certification by either service.

35. 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). Even if the document is voided, the eMeterai quota cannot be restored.
    
    - If you do not check it, you will see the following notification pop-up when placing eMeterai during the document-signing stage. If you click "Set eMeterai", the eMeterai will be applied and the eMeterai quota will be deducted.
    

36. To add a signature, you must first select the subject who will provide the signature, then 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 been eKYC-verified, the document creator will be informed that they will be charged from their eKYC balance.
    

37. You can add Auto-fields consisting of Date signed, Name, and Email, according to what you added in the Add signers stage.
    

38. Select the fields you want and place the Auto-fields in the desired position.
    

39. Next, you can configure the Auto-fields, from formatting to position, in the settings on the right.
    

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

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

41. Select the fields you want and place the Standard fields in the desired position.
    

42. Next, you can configure the Auto-fields, from formatting to position, in the settings on the right.
    

    Field Name	Description
    Email	Used to enter an email address in the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Placeholder text: Used as a placeholder or example to guide users before they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip.
    Phone number	Used to enter a phone number in the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Validation: Adjusts the country code for the phone number. Placeholder text: Used as a placeholder or example to guide users before they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip.
    Date	Used to enter a date in the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Date settings: Adjusts the date settings. Placeholder text: Used as a placeholder or example to guide users before they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip.
    Currency	Used to enter currency in the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Currency setting: Configures the currency and the placement of the currency symbol. Number setting: You can choose whether to use commas or periods. Placeholder text: Used as a placeholder or example to guide users before they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip.
    Numbers	Used to enter numbers in the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Validation: Select whether the field will be used for numbers only, an ID card number, or a tax identification number. Number format: Selects the number format. Placeholder text: Used as a placeholder or example to guide users before they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip.
    Checkbox	Used to add a checkbox to the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Validation: Select the required validation, 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 they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip. To configure the value: Turning the toggle on will display the value in the document, and vice versa. You can also configure the value for each checkbox. To add a checkbox, click “Add option”. To select one or more checkboxes, click the check mark for each option.
    Radio	Used to add a radio box to the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Radio button values: Adds options. Placeholder text: Used as a placeholder or example to guide users before they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip. To add a value: Turning the toggle on will display the value in the document, and vice versa. The first option will be selected by default. You can configure the value for each radio button. To add another radio button, click “Add option”. To select one or more radio buttons, click “check” for each option.
    Text	Used to enter text in the document. You can also change settings such as: Signer: Adjusts who the field is intended for. Formatting: Adjusts the font style (type, size, style, and color). Validation: Select the required validation for the input, such as numbers only, letters only, or none, as well as character limits. Placeholder text: Used as a placeholder or example to guide users before they fill it in. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to view the tooltip.

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

44. The QR code will appear as follows.
    

45. To add custom fields, click the “Star” icon, then click “+” or “Create”.
    

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

    No.	Column Name	Description
    1	Name	Enter the name of the custom field you want to create.
    2	Type	Select one of the field types, 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 additional settings related to that type. For example, for Currency, you can select the format as follows: - Meta options: Check to enable Meta options. - Font type: Select the font type. - Font size: Select the font size, bold, italic, or underline options. Then select the font color. - Context text: Enter the content text for the custom field if needed. - Lock content text: Click to lock the content text. - Placeholder text: Enter a label for the custom field as an identifier. - Helper tooltip: Enter instructions for the custom field if needed.

47. Then place the custom field in the desired section of the document.

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

49. In the upper-left section, you can click the “comment” icon to add a comment to the document.
    

    Comments only appear for Global Sign document types.

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

    Signers can view comments while signing as follows.
    

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

52. Before continuing to the next page, you can edit the document by clicking “Edit mode”.
    

53. You will enter the Edit mode page, where you can add settings such as a table, change the text format, and add content to the document.
    

54. When you finish making changes, click “Save changes”.
    

55. Click "Save as draft" to save the document as a draft, or click "Continue" to proceed.
    

56. To change the document name, edit it in the document name field. To change the document's storage location, click "Change".
    

57. Here, you can review who will receive and approve the document. Click "Edit" to change the document recipients.
    

    Please note that if one or more signers on the document have not been eKYC-verified, and the document creator does not have sufficient eKYC quota or does not have enough 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. Please contact the Mekari Sign team here to top up your eKYC quota.
    
    Please note that if the top-up process is not completed, you cannot continue to the next step (explanation points 19 through 21).

58. Complete the subject field and the email message that will be sent to the document recipients.
    

59. You can also add Tags if needed. Tags will make it easier to filter/search for documents later.
    

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

61. 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 one to the document.
    

    If you select With deadline, set the document deadline.

62. In the Automatic reminder section, you can select how many days after the recipient receives the document they should receive an automatic reminder by email.
    

    All Sign documents that are not signed within 120 days will expire.

63. Then move the toggle for Set recurring reminder to specify how many times the reminder will be sent.
    

64. You can also click “Manage” in the Contract validity section to set an expiration for the document.
    

65. Select the document's Effective date. You can also choose whether to apply a validity period to the document in the Document expiration section.
    

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

66. Move the toggle for Download if the document can be downloaded by all recipients.
    

67. 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 recipients you registered, or click "Save as draft" to save the document as a draft.
    

68. You can also schedule the document to be sent by clicking the “down arrow” and selecting Schedule send.
    

69. Select the scheduled sending time and click “Set schedule” to schedule the document.
    
     

    Scheduled documents will appear in the Schedule tab.
    

70. The following is displayed after the document has been successfully sent.
    

71. The system will then 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, you can learn how to upload and send electronic documents (PSrE) here.