After creating a document template, you can then send documents using that template. You can send documents to multiple recipients at once.
Here are the steps:
Go to the Template menu.
Click “Action” on the document you want to create, then select Create document.
Add recipient contacts by selecting names saved in Contacts in the Power of Attorney Recipient field.
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Once all recipients have been filled in, click “Next” to continue.
- You can also click “Add recipient” to add document copy recipients. Please note, the action button cannot be clicked, and if you want to change it, you can do so by modifying the document template.
- Then, you can drag the six dots on the left to change the order of the parties who will receive the email, where the first in order will receive the email first, and after the first party signs the document, the second party will receive the email. Next, enter the document name and select the folder where you want to save the document. Then click “Next”.
You will enter the Review and Send page, where you can change recipients or add copy recipients by clicking “Edit”.
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You can also add a subject and email message in addition to the subject and email message already set.
The subject and email body will be automatically filled if they have already been filled in the template you created.
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Check “Send automatic reminders” so that document recipients receive email reminders about the letter that needs to be signed.
- The send automatic reminders feature will send email reminders 5 times, where the first 3 reminders will be sent every 2 days. Then the 4th reminder will be sent 30 days before the document expires, and the last reminder will be sent 7 days before the document expires.
- Check “Set your contract date” if your letter has an expiration date. Then set the effective date and expiration date of the letter. -
Click “Send document” to send the document.
- For your information, 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 quota for documents/eSignature/e-Stamp, 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.
- Please note, if the top-up process is not done, you cannot proceed to the next step. The email received by the document recipient/signer will look like this. The signer can click “Review & sign” to view and sign the document.
That is an explanation of how to use and send document templates. Next, learn how to upload contracts here.
