Filling Out Forms

How to fill out forms:

1. Click the Link in Your Email

The signatory will receive an email with a link to the required form as seen in the screenshot below. They will select the “Getting Started” link that will take them to the required forms to be filled/reviewed.

‍

Note: This email template is customizable in the "Settings" tab under "Organization." If you'd like to customize your emails, please contact your Customer Success Manager for more information.

Clicking the link will launch the form in a new tab and can now be completed by the signatory.

2. Filling out the Forms

You can now begin filling out the forms with the required information. Mandatory fields will be shown with an asterisk (*) and cannot be skipped in the workflow.

If you leave any mandatory fields blank, you will be prompted with an error message and will not be able to continue to the next page as shown below.

3. Easy Navigation

As you navigate through the workflow, you’ll notice the sidebars on the lefthand side which allow you to see your progress and navigate back easily to a previous page if any updates are needed for previously entered information.

4. Review/Sign Forms

Once you’re reached the end of the workflow, you’ll see the option to “review forms.” You will have an opportunity to make sure all of your information is entered correctly prior to adding your signature and submitting the documents to the next signatory.

Once you’re in the “Review Forms” screen, you will scroll through the forms to ensure your information is entered correctly. 

• If you notice you’ve entered the wrong information in any of the fields and need to make any corrections, you can select “Return to editing” and that will take you to the workflow to make the necessary changes

• If you need to add your signature, select “Start” and you will be directed to the first section that requires your signature

• Clicking the “+” will take you to the next screen where you can either draw your signature, use a previously saved one, or type a new one
• You also have the option to have your signature applied to all fields in the document by selecting “Apply to all Fields”

• Once you’ve signed all of the required fields, you should review the documents one more time to ensure all looks good prior to selecting “Finish”
• After you click “Finish,” the workflow will be sent to the next signatory for final approval and you will be directed to the screen below where you can download a copy of your documents or exit without downloading

If you decide to exit without downloading, you will still be able to view the documents in the “Responses” tab - see Managing Workflow Responses article.

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