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How to Submit an Approval Workflow

Article author
Learning Center Mekari
  • Updated

Now in the Approval menu on Mekari Sign, you can directly submit approval requests for documents that have been created as well as handle general internal approvals that do not always involve formal document signatures, such as budget requests, reimbursement requests, and operational approvals in the form of message sending. In the following steps, you will learn from the approval request process through document upload to approval through message sending (general internal approval). Here is the explanation.

A. Request Approval through Upload Document

  1. Log in to your Mekari Sign account, then select the Approvals menu.
  2. Then click the “Requests” tab, then select Requests.
  3. Next on that page, click the “My requests” tab, then click “Request approval”.

  4. Then click “Upload document”.

    Quota usage will be reduced based on the type of document and usage.

  5. Next, you will be directed to the document upload step. The request approval workflow step here will be the same as the PSrE document upload and Global Sign document upload steps. Follow the steps for uploading those two types of documents.
  6. Then at the Add signers step, submit Approval by clicking “Add approval workflow”.
  7. You can add a new approval by selecting Manual or Template to choose an approval you have created before.
  8. If you choose Manual, then 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 perform the approval.
  9. Once the Approval is done, click “Submit”.

B. Request Approval through Sending Message

  1. Log in to your Mekari Sign account, then select the Approvals menu.
  2. Then click the “Requests” tab, then select Requests.
  3. Next on that page, click the “My requests” tab, then click “Request approval”.

  4. Then click “Send message”.

    - This feature allows users to request approval from internal factors without using quota.
    - This feature is free to use but does not provide a digital certificate for approval.

  1. Then you will be directed to the following page. Fill in the Document name first.
  2. Then click “Add approval” to specify the approver.
  3. Choose the approval type.

  4. If you choose the Manual approval type, then you need to define the Approval steps. To add an approval sequence, click “Add approval layer”.

    At each Approval step, you can also add approvers by clicking “Add approver”.

  5. If you choose the Template settings approval type, then you can directly select an Approval template.

  6. Then, once all Approvals have been set, click “Save”.
  7. Then specify the Document type. Click “Change” to change the document type.
  8. Next, fill in the message you want to submit in the Message field.
  9. Then upload supporting files.

  10. Next, set the approval document delivery method.

    The WhatsApp number used to send the document will be the number provided by the user during account creation. Make sure the number is correct and up to date.

  11. Then you can add other recipients who can only view this document.
  12. Once all data has been filled in, click “Send for approval”.
  13. Then your approval request will appear on the following page.

  14. Click “Actions” to perform Cancel, Resend, Share, Duplicate, Download, Export CSV, and Delete on the request.

    Cancel Request → Cancel the request and stop its progress.
    Resend Request → Resend notification to the Approver as a reminder.
    Delete Request → Move the request to Trash.
    Permanently Delete from Trash → Cancel the request if it is still ongoing.