Mekari Sign is now integrated with AI (Artificial Intelligence) technology that helps you manage and organize documents more easily and effectively. This makes your workflow more precise and efficient without compromising your data security.
Below are the steps and guidelines for how Mekari Sign's AI system works and its features.
A. AI Usage Workflow and Data Security Assurance
When you upload a document to the Mekari Sign system, AI works to support the electronic signing (eSign) workflow through 4 main modules:
Automate document type selection (Document Type Prediction): This means the uploaded document is immediately scanned by the internal OCR (Optical Character Recognition) system to automatically categorize the file type based on the text content of the document. You can enable or disable this feature in Account Settings.
Document summary and Automate summary extraction (Context Extraction): Whether running automatically or triggered manually, LLM (Large Language Model) technology extracts important information from the document to be displayed on your contract dashboard. You can enable or disable this feature in Account Settings.
Predict document annotations (Automatic Annotations): This feature means AI scans the document layout, predicts visual coordinates precisely, and automatically places signature or initial components in the correct positions. You can enable or disable this feature in Account Settings.
Q&A with AI (AI Question & Answer): You can have a direct Q&A session with the AI assistant to understand the content of lengthy documents without needing to read the entire text manually. This feature is automatically available without needing to enable it in Account Settings.
You can then type your questions in the “Ask something” box.
Important
Your Data Protection & Privacy Commitment
We understand that your documents contain highly sensitive business information. Therefore, our entire AI infrastructure is built on the following three security pillars:
1. Fully Internal System: All computing processes, scanning (OCR), and language analysis (LLM) are performed entirely within Mekari Sign’s secure infrastructure. We never forward your documents to third parties outside the Mekari ecosystem.
2. Data Protection & Anti-Training: All information processed by AI is guaranteed to remain secure. Mekari Sign is fully committed that your document data will never be used to train external AI models.
3. Full Automation Without Human Intervention: The AI document processing sequence runs automatically from start to finish. There is no intervention, review, or visibility by human staff (including Mekari’s internal team) of your sensitive document contents.
Only selected text data (not the entire physical document) is securely recorded in data logs by the AI Engineering team. These data logs adhere to the highest cybersecurity standards and are only used for technical debugging and system optimization.
B: Automate Document Type Selection (Document Type Prediction)
This feature is designed to reduce your administrative time from the moment a document is uploaded. This means the uploaded document is immediately scanned by the internal OCR (Optical Character Recognition) system to automatically categorize the file type based on the document's text content (for example, distinguishing between NDA, Employment Agreement, or Invoice). You can enable or disable this feature in Account Settings.
Go to the “Settings” menu.
In the Account submenu, select My account.
Make sure the toggle button for “Automate document type selection” is set to Active.
Upload your document to the system for the signing process as usual. Learn about the PSrE document upload guide here or the Global guide here. When uploading, the system reads the text inside and immediately classifies the document into one of many available document types based on its content.
At the Add documents stage, find the Document type section and click “Manage”.
A pop-up will appear with a Suggested type notification at the top. Make sure the AI’s prediction is correct before clicking “Accept”. Then, click “Accept”.
You can then continue with the next Upload document process.
C. Document Summary and Automate Summary Extraction (Context Extraction)
Whether running automatically or manually triggered, LLM (Large Language Model) technology extracts key information from the document to display on your contract dashboard. You can enable or disable this feature in Account Settings.
Go to the “Settings” menu.
In the Account submenu, select My account.
You can toggle “Document summary” to Active to enable the AI summary action button during the Upload document process. Additionally, if you enable the AI Document summary feature, you can toggle “Automate summary extraction” to Active so AI will automatically summarize the document without you having to click the Action button.
Then, go to the “Documents” menu.
Select All inbox.
Then, select a document name (Document name).
On the document details page, click “Generate data summary”.
A pop-up will appear indicating that the document data is being summarized by AI. You can wait up to 24 hours for the summary to complete. Click “OK, I got it” and wait for the summary to finish.
Here is an example of a completed summary on the document details page. You can see information about Document Category, Document Type, Document Name, Parties roles, Background, Contract Value, Effective date, End date, Registration number, and more.
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Click “Actions” to take actions on the summary, such as Edit or Export (download as an Excel file).
Additionally, you can download the Excel file of the document summary by clicking “Actions” on the All inbox page. This action can only be performed on documents whose AI Summary has been processed.
D. How to Use AI-Based Automatic Annotation Field Placement
You can complete documents faster without manually dragging and dropping components. This feature ensures all signature, initial, or e-Stamp positions are accurately detected even in multi-page documents.
Important
This feature is accessible on the Business, Enterprise packages, or through purchasing the AI feature Add-on.
Here are the steps to use AI-based automatic annotation placement.
Go to the “Settings” menu.
In the Account submenu, select My account.
Make sure the toggle button for “Predict document annotation” is set to Active.
Upload your document to the system for the signing process as usual. Learn about the PSrE document upload guide here or the Global guide here.
At the Place fields stage in the Upload document feature, you will get the following pop-up. Click “Try AI Annotation” to try the AI-based automatic annotation field placement feature.
Alternatively, you can click the “AI” icon, then check which component fields need AI assistance to fill. Then, click the “Annotate AI” button and let AI detect the best positions for those component fields.
After completion, the system will display a notification showing which annotations were successfully placed as follows.
You can adjust their positions again if needed.
This concludes a brief guide on AI workflow, data security, and new document automation in Mekari Sign. Next, you can learn about the document page on Mekari Sign, here.
