Adding, Bulk Adding & Editing Investors in Your Organization

Contents

• Adding a new Investor
• Deleting an existing Investor
• Editing and viewing data of an Investor
• Providing Investors with access to the Investor Portal
• Bulk uploading Investors
• Filling in the CSV template
• Handling bulk upload errors

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Adding a new Investor:

Select the Investors tab in the left-hand sidebar.

Click the + icon in the top right corner and enter the investor’s information. 

Once the information is complete, select CREATE to add the investor to the list. 

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Deleting an existing Investor:

Navigate to the Investors tab in the left-hand sidebar. 

To delete click the delete icon on the right side of the Investor’s list.

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Editing and viewing data of an Investor:

Select an Investor by clicking on them. 

Edit their details by clicking on the pen labelled Edit field in the Investor Profile bar on the left. After making the changes, you can either Save Changes or Discard Changes.

View saved data associated with the investor in Investor Data.

View documents they have completed after a workflow has been approved in Documents.

View the status of current responses associated with them in Responses.

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Providing Investors with access to the Investor Portal:

Click the Create Investor Login button from the Investor Profile. 

A new window will appear where you can submit the Investors email address. 

Click the Create Investor Login button in that window to confirm.

The investor will receive an email with instructions for resetting their password.  

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Bulk uploading Investors:

Select the Investors tab in the left-hand sidebar. Click on the 3 dots in the top right corner labeled More and select Bulk Upload Investors.

If you are prompted, select an advisor firm or “No advisor firm” if you would like to upload to your Admin Portal. 

If not, download the template as is.

Once the CSV template is downloaded, open it in your software of choice (eg Excel).

Once filled in, upload it back onto Mako where you downloaded the template. Refresh the page and you’ll be able to see all the Investors added to the list.

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Filling in the CSV template:

Note: only edit information after row 6, starting on row 7. The previous rows should not be edited.

Row 1: Field ID

• This is the field ID used in the back end to store the data point

Row 2: Field Name

• This is the field’s name, which is easier to read than the ID.

Row 3: Description

• This is not relevant to your solution, but it would include more information on the field. This is used for more complex data uploads.

Row 4: Required

• This row indicates fields that must be filled in for every row before uploading. Only the investor type is required here. It’s recommended to put the first and last name at least as well.

Row 5: Options

• This template is created using your custom solution’s questions. Some questions have options such as the one below

• This row will help you navigate through the different options in your current solution
• If empty, feel free to write information without specific formatting.

Row 6: Formatting

• Depending on the type of field in your solution, the template will need to ingest information with very specific formatting.
• This row includes examples of exactly how you should fill in your bulk upload sheet.

Rows 7-1000: Your Data

• Each row represents an investor profile

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Handling bulk upload errors:

Let’s upload a template with an error (I7 should be [“Canada”] instead of Canada).

As expected, the system comes back with an error message.

Download and open the Error Report. Scroll all the way to the last column named “Errors”.

This column will highlight the error, enabling you to correct the formatting and re-upload the template.

If you have any questions, please feel free to contact success@makofintech.com!