Admin Approval

You first need to log in to your Mako Admin Portal and navigate to the Responses tab in the left-hand sidebar.

Workflows’ status can change between  ‘IN PROGRESS’,‘REQUIRES ADVISOR APPROVAL’,‘REQUIRES APPROVAL’ and finally ‘APPROVED’. Workflows can also be rejected by either the Advisor or the Administrator. 

Once the form reaches the ‘REQUIRES APPROVAL’ status, it can be reviewed by the Administrator as follows: 

Click on the appropriate response. 

Now you can either APPROVE, RESEND or REJECT the document.

• APPROVE: Clicking this button indicates that you have reviewed and accepted the document.
• RESEND: This gives you the option to resend the form to any form role.
• REJECT: Clicking this button will discard the form, and the client will not receive any notification.

For more details on managing workflow responses, click here to read our guide.

Once you have approved the document, you need to click the CONFIRM button.

If you navigate back to the responses tab, the status of the workflow should now change to ‘APPROVED’.

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