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Advisor Approval

Administrator and advisor approval works the exact same way. As such the instructional video below pertains to both administrators and advisors.

Once the final signatory signs and approves the form, the forms status will change to Requires Advisor Approval. All forms requiring approval will be listed in the Responses tab under the Status column in the Mako Advisor Portal.

To review a document:

  • Click on the Requires Advisor Approval icon.
  • You can either Approve, Resend or Reject the document.

Approve: Clicking this button indicates that you have reviewed and accepted the document and once clicked, will instantly link the document to the client's account.

Resend: This gives you the option to resend the form to client either due to missing information or for any other reason A popup will appear allowing you to personalize your email message before sending.

Reject: Clicking this button will discard the form, the client will not receive any notification.

Once the advisor approves the document, an Approve Workflow window will appear.

  • Select Confirm.

The status of the form will automatically change from Requires Advisor Approval to Requires Approval.  Once the admin approves the form in the admin portal the status will change to Approved.