On Mekari Sign, you can upload, validate, and send documents directly to the relevant parties. Uploaded documents can be signed using the Global Sign option, where the documents have 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. At this stage, you can upload a Single document, merge documents (Merge document), and send multiple documents to 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 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 you can upload is 25MB. Also, ensure that the documents you upload do not have passwords or other electronic certificates.

4. At this stage, you can also choose to upload a Single document, merge documents (Merge document), and send multiple documents to one email (Multiple documents sent as one email) as well as 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 ‘Merge documents’ uploading as the default for every document you upload.
   c. Select Multiple documents sent as one email to send several documents in 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 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 the documents in one email. Then click “Save”.
   
   c. Select Multiple documents sent as separate emails to send several documents in different emails.
   
   - Then select the documents to be merged and sent in different emails. You can click “Merge documents” to combine 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 the documents in separate emails. Then click “Save”.
   
   - Next, you can select and change the document type for each document.
   

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

6. At the Upload document stage, there is an AI feature that easily detects the document type you are uploading. In this case, you don't need to select the document type because the document is already selected by AI. Learn more here to activate it.
   

7. 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.

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

   

9. Next, you can enter a Group Name if needed. This field will be filled automatically, but you can still change or add to the existing Group Name.
   

10. 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.
    

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

12. Then, check the Save new recipient data to Contact list to save new contact data if there is an email not registered in contacts, then enter recipient information.
    

13. Choose the action the document recipient will take. Select Needs to sign if you require this role to sign, 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.

14. 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 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 group, then select “Select”.
    
    - Besides adding Contact groups through the ‘Contacts’ menu, you can also add them directly on this page by toggling on a signer, then selecting Actions and clicking “Create as contact group”.
    
    - Then, fill in the Group name and Description. Click “Save”.
    

15. 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 other signers at the same step.
    - Signers in Step 1 can sign the document simultaneously, and Step 2 can sign after Step 1 signers have completed signing.
    

16. 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’ below to change the country code if you have International recipients.
    
    - Each message sent will incur a fee based on the recipient’s country.
    - 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.

17. Toggle Set passcode document and enter a passcode so only authorized parties can access the document.
    

18. Next, you can apply an approval process to the uploaded document by clicking the “Add approval flow” button so the document requires approval from relevant parties.
    

19. You can add a new approval by selecting Manual or Template to choose an approval you have created previously.
    

20. 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.
    

21. If the Approval is done, click “Submit”.

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

23. 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.

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

    - For stage 1, users are required to include additional information (signature, initials, or eMeterai) alongside the Corporate Stamp in the document.
    - Otherwise, 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 as an image with a QR code to be certified with Global Sign or Komdigi certification.
    - Also, through eMeterai, additional information meeting the requirements is needed to be certified by one of the two.

25. 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 deducted immediately (serial number is generated by the system). 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 the eMeterai in the document signing stage. If you click "Set eMeterai", the eMeterai will be applied and the quota will be deducted.
    

26. To add a signature, you need to select the subject who will provide the signature first and choose signature or choose initials to add initials. Then place the signature or initials at 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 eKYC balance.
    

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

28. Select the fields you want and place the Auto-fields at the desired location.
    

29. Next, you can configure Auto-fields such as Formatting and position in the 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 customize date settings. Placeholder text: Used as a placeholder or example to guide users before filling it out. 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 it out. 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 it out. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.

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

31. Select the fields you want and place the Standard fields at the desired location.
    

32. Next, you can configure Auto-fields such as Formatting and position in the 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 it out. 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 code. Placeholder text: Used as a placeholder or example to guide users before filling it out. 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 customize date settings. Placeholder text: Used as a placeholder or example to guide users before filling it out. 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: You can choose to use commas or periods. Placeholder text: Used as a placeholder or example to guide users before filling it out. 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, ID card (KTP), or tax ID (NPWP). Number format: To choose the number format. Placeholder text: Used as a placeholder or example to guide users before filling it out. 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 it out. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip. To set values: on will enable value display in 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 it out. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip. To add values: on will enable value display in the document or vice versa. The first option will be selected by default. You can set values for each radio. To add more radios, 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 options such as numbers only, letters only, or none, and character limits. Placeholder text: Used as a placeholder or example to guide users before filling it out. Helper tooltip: You can use tooltips to provide more detailed explanations. Users can hover over the field to see the tooltip.

33. Check the Show QR Code box to add a QR code to the document.
    

34. The QR code will appear as follows.
    

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

36. A sidebar will appear with a custom field settings form that you need to complete.
    

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

37. Then, you can place the custom field at the desired location in the document.

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

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

    Comments only appear on Global Sign document types.

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

    Comments can be seen by signers during signing as follows.
    

41. You can also add AI Auto annotations that allow you to automatically place annotation locations (eSignature/Initial/eMeterai).
    
42. Before proceeding to the next page, you can edit the document content by clicking “Edit mode”.
    
43. You will enter the Edit mode page, where you can add settings such as tables, change formatting, and add content to the document.
    
44. If the editing process is complete, click “Save changes”.
    
45. Click "Save as draft" to save the document as a draft and click "Continue" to proceed.
    

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

47. Here you can review and check who will receive and approve the document. You can click "Edit" to change the recipients.
    

    Note that if one or more signers on the document are not 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 the top-up process will be assisted directly by the Mekari Sign team. Please contact the Mekari Sign team here for eKYC quota top-up.
    
    Note that if the top-up process is not done, you cannot proceed to the next steps (explanations points no. 19 to 21).

48. Fill in the subject and email content to be sent to the document recipients.
    

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

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

51. In the Set a deadline section, select Without deadline if you do not want to set a deadline or With deadline if you want to apply a deadline.
    

    If you select With deadline, set the document deadline time.

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

    All unsigned Sign documents will expire after 120 days.

53. Then toggle Set recurring reminder to apply how many times the reminder will be sent.
    

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

55. Select the Effective date of the document and choose whether to apply document validity in the Document expiration section.
    

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

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

57. If all information to be included in the document is complete, click "Send document" to send the document to the registered recipient emails or click "Save as draft" to save the document as a draft.
    

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

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

    Scheduled documents will appear in the Schedule tab.
    

60. Here is the view after the document is successfully sent.
    

61. 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 on Mekari Sign. Next, you can learn how to upload and send electronic documents (PSrE), here.