With Mako, you can easily send digital forms to investors to be completed and signed electronically. Bulk sending a workflow allows the admin or advisor to download a CSV template and launch workflows to multiple investors at once.
How to bulk send workflows:
Login to the Mako portal.
Select the Workflows tab in the side bar and select the Bulk Send icon.
In the Search bar, type in the fund of interest and then select it in the Fund Section.
Select the investors you wish to send the workflows to, and then click Next.