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Bulk Sending a Workflow

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.  
  • Select Upload.