Through Mekari Talenta, you can integrate the Document Template feature with Mekari Sign. With this integration, you can get an electronic signature or sign on a document. This document can then be exported to all employees. Therefore, signing important documents processes, such as contracts, performance reviews, and policy recognition, can be done directly through Talenta.
Important
To use this feature, make sure you have subscribed to Mekari Sign.
Here are the steps to integrate the Talenta Document Template with Mekari Sign with the Super Admin or Admin Role.
A. Integrating Document Template with Mekari Sign
- Go to the Company menu, then select Document Template.
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Click “Help”, then select Connect with Mekari with Mekari Sign.
Or click “Connect to Mekari Sign” on the pop-up that appears on the Document template page.
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As a Super Admin, you can immediately integrate by clicking “Integrate now”.
If you have an Admin role, you must submit an integration request first by clicking “Request connection”. Then, the next step will be the Super Admin’s task.
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Super Admin can then click “Allow”.
The following pop up appears if you do not have a Mekari Sign account, then you can register by clicking “Sign up”.
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If the Mekari Talenta and Mekari Sign accounts have been successfully integrated, there will be a green banner that says “Connected”. If you want to disconnect the integration between the two applications, click “See how it works”.
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Then, the following pop-up appears. You can disconnect the integration between Mekari Talenta and Mekari Sign by clicking “Disconnect”.
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Click “Disconnect” to disconnect the integration.
B. Managing Document Templates Integrated with Mekari Sign
If you have integrated Mekari Talenta and Mekari Sign, then you can perform several actions on documents between the two applications. Here are the steps to send a document for signing and view its history.
- Go to the Company menu, then select Document Template.
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Click “Export History”.
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Filter the list you by utilizing the time filter or template type here. Then, you can see the status of Mekari Sign integration in the Mekari Sign status column. You can perform several actions on the template based on the status by clicking “Actions”.
Mekari Sign status description:
- No document sent: The document has not been sent.
- Waiting for others: Still in the process of document integration.
- Declined: The document was rejected for integration.
- Completed: The document has been integrated. -
If the document has not been sent and integrated and has the status No document sent, you can click “Actions” then Send document.
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Select Document compliance PSrE if the document is a local document, which in Mekari Sign has obtained a digital certificate of legitimacy from KOMINFO. Or, select Global sign if the document is an international document which in Mekari Sign has obtained a global certificate legitimacy. Then, click "Next".
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In the next step, you can add signatories.
No. | Column/Button Name | Function |
1 | Remaining quota |
Remaining quota of signatories. Important |
2 |
Select employee |
Click to select the employees who need to sign this document, or need to receive a copy of the document. |
3 |
Purpose |
Select the purpose of sending the document to the employee; Needs to sign if the employee needs to sign this document, or Receive a copy if the employee needs to receive a copy of the document |
4 | Delete employee | Click to delete an employee from the list. |
5 | Add another signer | Click to add employees to the list. |
6 | Add me as signer | Click to add yourself as an employee in the list. |
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Stay on this page until the system finishes preparing the document.
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Check the document before sending it by clicking “Send document” .
You can sign first if you are one of the signers.
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Click “Send document” on the pop-up to continue sending the document.
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On documents that have been sent with the status Waiting for others, Declined, or Completed on the Export history page, you can click “Actions” and Download signed document to download the document.
That is the guide on how to integrate document templates with Mekari Sign. Next, you can learn how to manage document templates, here.