In Mekari Sign, you can upload contracts related to the company or employees. This feature can assist legal, HR, and operational teams in tracking contract activities after signing. Here are the steps to upload contracts in Mekari Sign.
Go to the Contracts menu.
In the top right corner, click the “Upload contract” button.
Important
You can click here to learn more detailed steps on creating documents in Mekari Sign.
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Click “Browse” to select the file to upload or you can also choose files from cloud storage connected to your Mekari Sign account, then click “Next” to continue.
Click here to learn how to connect Mekari Sign with cloud storage.
Check Track as contract so the document can be tracked as a contract once its status is completed (Completed).
Next, enter the name and email of the person who will sign or receive the document. You can also toggle Save new recipients to contact list if you want to save that person's contact.
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Then choose whether that person will sign the contract or only receive a copy of the contract.
- You can also add additional signers by clicking “Add another signer”.
- Click “Add others” then select Add me as signer if you want to add yourself as a signer or choose Select from contact group to pick from previously created contact groups. If the contract requires approval, you can set it by clicking “Add approval flow”. Then click “Next”.
Next, you will enter the Place fields page. Here, you can place Signature fields (Signature, Initials, Stamp, eStamp) in the desired positions.
If all required fields have been placed in the document, you can click “Next”.
On the next page, you can rename the document, change the folder where the document is stored, and share the document with relevant parties. If everything is correct, click “Next”.
You can double-check the recipients and signers of the created contract document. You can also add a subject and email content to be sent.
You can add a signing deadline by clicking “Manage”.
You can also click “Manage” in the Contract validity section to apply an expiration to the document.
Toggle Download if recipients are allowed to download the contract document. Then click “Send document” to send the document.
If everything is correct, click “Send document”.
Documents that have not been signed will appear on the Documents page. Once signed, you can view them on the Contracts page as shown below.
You can also mark documents that have been created and signed on the Document page as contracts by clicking “Actions” then selecting Track as contract.
You can also mark documents in bulk by checking the checkbox then clicking “Actions” and selecting Track as contract.
In the confirmation pop-up that appears, click “Confirm”.
The document will then be added to the Contracts menu, making it easier for you to track the document.
That concludes the explanation on how to upload contracts. Next, learn how to sign documents in bulk here.
